Affordable Financial Planning.
Take Control with Confidence.

  • A personalised financial plan to make your goals a reality
  • One-on-one coaching from experienced financial advisors
  • Affordable plans starting at just $99 a month
  • 20% off all plans for Mozo Customers
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Why Wealth Maximiser

Wealth Maximiser is here to make financial planning affordable, accessible, and actionable for everyday Australians.

By combining smart technology with real, human coaching, we help you take charge of your money and achieve your goals. Everything is delivered online, making it convenient and easy to get started, wherever you are.

We guide you through the nine essential building blocks of wealth—from managing your income, to investing, super and retirement.

Whether you’re just getting started or looking to grow your wealth, Wealth Maximiser gives you the tools and support to make confident financial decisions.

How it works

Step 1

Get Your Wealth Health Score

Fill out our online questionnaire to prioritise your goals and discover your Wealth Health score for free!

Step 2

Choose from three recommended strategies

Choose your subscription and receive three customised financial strategies and investment scenarios designed for your unique circumstances.

Step 3

Personalise your Action Plan with a Wealth Coach

Discuss your strategy, understand the risks, and finalise a year-long plan designed for success, all with the support of your Wealth Coach (qualified financial adviser)

Step 4

Receive ongoing support to help achieve your goals

Access your dashboard for group coaching, regular updates, and actionable 90-day checklists to keep you on track and moving forward.

What you get with Wealth Maximiser

  • One-on-one support from a qualified financial adviser from as little as $699 a year or $99 a month
  • Clear year long action plan broken down into manageable 90 day checklists
  • 30 day money back guarantee. If you cancel your subscription within 30 days of purchase, we will refund you the full amount paid.
  • We do not receive commissions from product providers.
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What you often get with traditional financial advice

Wealth Maximiser, a NobleOak initiative

For over 145 years, NobleOak has helped safeguard Australians. We put customers first and our life insurance business is award winning (see below). Wealth Maximiser is operated by NobleOak Services under its AFSL. As we provide objective advice and do not recommend products, we do not refer customers to our insurance products so Wealth Maximiser may not be suitable for individuals seeking comprehensive advice. Contact us to find out more.

What about the fine print?

We value transparency and doing the right thing by our customers.
We also know privacy and trust is extremely important when it comes to finances.
We are a trusted regulated financial business that will protect your data.
Please review our privacy policy, financial services guide and Wealth Maximiser
Terms and Conditions to learn more about Wealth Maximiser.
Questions before getting started?
Call us, book in a free call now or email us.

*Subject to eligibility. Please see the Offer Terms and Conditions here.

Please see our Disclaimer, here.

Limited Time Offer

Unlock a complimentary
25 minute Goal Setting session

Book your no obligation complimentary
25 minute Goal Setting session with a Wealth Coach

Book a free session

Valid until 31 August 2024. T&C apply.
Wealth Maximiser Goal Setting Terms and Conditions 1. Wealth Maximiser is operated by NobleOak Services Limited ("NobleOak", "We" or "Our") ACN 112 981 718 AFSL 286798, Level 4, 44 Market Street Sydney 2000. 2. These Terms and Conditions apply to the offer of a complimentary Goal Setting call (Offer). By participating, customers agree to be bound by these conditions. 3. The Offer commences at 12:00 am (AEST) on 18 April 2024 and closes at 11.59pm (AEST) on 31 May 2024 (Offer Period). 4. This Offer is open only to permanent residents of Australia who are 18 years or over as at the date of payment. Both Wealth Maximiser and the Offer are unavailable to people who are: a. temporary visa holders; b. going through a marital or de facto relationship separation; c. experiencing a major medical episode or critical illness; d. earning less than $50,000 gross per year; or e. earning more than $500,000 gross per year (based on individual income). 5. Any information provided during the Goal Setting call will consist of factual information only. Before acting on any information received during the Goal Setting call you should consider whether it is appropriate having regard to your objectives, financial situation and needs. 6. Please view our Privacy Policy https://wealthmaximiser.com.au/page/privacy-policy for full details on how we handle your personal information. 7. For further information about Wealth Maximiser, please visit the Wealth Maximiser Terms and Conditions https://wealthmaximiser.com.au/terms-and-conditions, or the Wealth Maximiser website at https://wealthmaximiser.com.au. The information on the Wealth Maximiser website is of a general nature only and does not take into account your objectives, financial situation or needs. Before acting on any information on the Wealth Maximiser website you should consider whether it is appropriate having regard to your objectives, financial situation and needs.