Hey Nick, Are you sure you want to leave?
Don’t give up, you’re almost there.
You've started.
That's more than most.
The next few questions will help us understand your relationship with money, in less than five minutes.
Let's go
Let's start simple.
Please enter correct name.
Please enter correct email.
Your age range
What does money represent to you?
How do you decide whether to make a big purchase?
How often do you think about money?
If your investments go down, how does this make you feel?
How would you describe your current financial situation?
What’s on the horizon?
Select at least 3 options
How much do you have in savings, investments and super?
This includes savings accounts, shares, or anything you’ve set aside.
How much do you earn?
We don’t need the specifics for now. These are annual salaries excluding super.
Are you saving as much as you would like today?
Facts
30%
Of six-figure earners are still living paycheck to paycheck.
The Guardian
Facts
60%
Of six-figure earners are still living paycheck to paycheck.
The Guardian
Facts
50%
Of Australians are considered financially illiterate.
The Guardian
The Steady Saverxx
Disciplined and risk-averse, you prioritise financial stability by consistently saving money and making conservative financial choices.
Discover your habits below and how Wealth Maximiser can help you.
Behaviours
You save regularly, keep tabs on your budget, and do your research before making money moves. You prefer security over risk — and it shows.
Motivations
You save regularly, keep tabs on your budget, and do your research before making money moves. You prefer security over risk — and it shows.
Watch-outs
You save regularly, keep tabs on your budget, and do your research before making money moves. You prefer security over risk — and it shows.
Future
You save regularly, keep tabs on your budget, and do your research before making money moves. You prefer security over risk — and it shows.
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Our Wealth Coaches are qualified financial advisors, it’s time to connect with a Wealth Coach who can help you take the next step in your financial journey.
Our Wealth Coaches are qualified advisors, focused on financial literacy and empowerment by understanding peoples habits, psychology, and attitudes towards money.
Getting started is
simple and free.
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Completed: Discover your persona
Answer our questionnaire to unpack your financial behaviours and understand your relationship with money.
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Up next: Meet your coach
Meet with your personal Wealth Coach, who will get to know you over a free 20-minute call.
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Select your strategy
Choose your membership and complete your fact find — your coach will then recommend three personalised financial strategies tailored to your life and goals.
Book your free 20-minute call with a Wealth Coach to discover how you can maximise your wealth.
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Finding your goalsNot all goals are created equal, we’ll help you consider what really matters to your future, and how we can help you get there. -
Understanding your lifeWhether you’re supporting your parents, starting a business, or have a baby on the way, our Wealth Coach will listen and learn before advising. -
Review your optionsTogether, we’ll consider your ambitions and evaluate strategies that suit your life. So you can pick the one that works for you.
Already convinced? Skip the call and sign up now.
Silver
Wealth Coach check-ins every 6 months
99
999
30 days free cancellation
- Tailored wealth strategies
- Tailored year long action plan
- Monthly educational emails
- Monthly group coaching sessions
- 1x Wealth Coach Strategy session annually
- 1x Wealth Coach Check-in
- Key Product Selection Support
Have something else in mind?
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Don’t take our word for it, take theirs.