Most Australians know their home is CGT-exempt. Fewer know some investment properties can be too.

Find out if you could be missing a valuable tax advantage:

General advice warning: This information is general in nature and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice before making any financial decisions

  • Learn how Wealth Maximiser can provide:

  • A personalised financial plan to make your goals a reality
  • One-on-one sessions from experienced financial advisors
  • Clear year long plan broken down into manageable actions on your online dashboard
Start 2-Week Trial Free Chat with an Adviser

Why Wealth Maximiser?

Support

Support

Receive expert guidance from a qualified financial advisor.
Wealth Health

Wealth Health

Get a clear assessment of your current financial health.
Goals

Goals

Set your financial goals and let us help you achieve them step by step.
Financial Plans

Financial Plans

Choose one of three tailored financial strategies and get a clear year long plan.
Product Agnostic

Product Agnostic

No commissions, or specific product recommendations.
Our Philosophy

Our Philosophy

Building and protecting wealth.

How it works

Step 1

Start Your Trial and Fill Out Questionnaire

Help your Financial Advisers understand your current financial circumstances before the initial session.

Step 2

Book in Financial Clarity Call

This session helps you navigate where you stand, understand your finances, and explore the advice and plans that can help you reach your goals. If the initial session doesn't suit your needs, you can cancel your trial. If you are happy after this initial session, you can proceed and book your next session:

Step 3

Personalise your Financial Plan with a Financial Adviser

Discuss your strategy, understand the risks, and finalise a year-long plan designed for success, all with the support of your Financial Adviser

Step 4

Receive ongoing support to help achieve your goals

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

After the 2-week trial

Select a final package to proceed with

Bronze Bronze
$699 /yr (no monthly option)
  • Up to 3x 1:1 adviser sessions
  • Personalised 12-mo Statement of Advice
  • 12x Monthly Masterclasses
Select
Silver Silver
$999 /yr (or $99/month)
  • Up to 7x 1:1 adviser sessions
  • Personalised 12-mo Statement of Advice
  • 12x Monthly Masterclasses
  • Investment, Super & Estate Planning deep dives
Select
Gold Gold
$1899 /yr (or $175/month)
  • Up to 9x 1:1 adviser sessions
  • Personalised 12-mo Statement of Advice
  • 12x Monthly Masterclasses
  • Investment, Super & Estate Planning deep dives
  • Unlimited Email Access to Financial Adviser
Select

What about the fine print?

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.

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.

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.