Video Column Image

Women have 40% less wealth than men.

Wealth Maximiser exists to make financial advice affordable and accessible, so together we can level the playing field.

Claim your free trial by entering referral code ‘freetrialbodyandsoul‘ at checkout. Only available for first 100! T&Cs apply.

Start your free trial

Qualified Financial Advisors

5.0 Google Reviews

Agnostic advice

NobleOak Initiative

Build financial confidence and wealth

Wealth Maximiser aims to close the gender wealth gap by providing affordable, personalised and empathetic financial planning advice.

We combine cutting-edge technology and expert 1:1 coaching — empowering you to grow your money and take control of your financial future.

With Wealth Maximiser you get:

  • Clarity on where you stand and where you’re headed
  • Confidence in the financial strategies that suit you
  • A personalised plan to help reach your goals with regular check-ins
Learn more
How It Works Image How It Works Image How It Works Image How It Works Image

How Does It Work?

  • Assess Your Financial Fitness

    Sign up for a free trial* using code 'freetrialbodyandsoul' and complete our online questionnaire to prioritise your goals and discover your Wealth Health score—on your own or with a Wealth Coach. *T&Cs apply.

  • Define your strategy

    Receive three tailored strategy options specific to your goals. Work with a Wealth Coach to personalise your plan and set a year-long roadmap for success.

  • Work towards your goals

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

Select the right subscription for you.

Silver

Wealth Coach check-ins every 6 months
99
999
30 days free cancellation
  • Tailored wealth strategies
  • Tailored year long action plan
  • Monthly group coaching sessions
  • 1x Wealth Coach Strategy session annually
  • 1x Wealth Coach Check-in
  • Key Product Selection Support
  • Monthly educational emails
Have something else in mind?
Show More Plans

What you get with Wealth Maximiser

  • One-on-one support from a qualified financial adviser from as little as $699 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.
vs

What you often get with traditional financial advice

Don't take our word for it take theirs


Wealth Maximiser,
a NobleOak initiative

For over 145 years, NobleOak has helped safeguard Australians through our life insurance business.
We’re proud to share Wealth Maximiser is a NobleOak initiative aiming to enhance wealth and help Australians achieve their most important goals.

Wealth Maximiser is provided by NobleOak Services Limited ABN 66 112 981 718 AFSL 286798, a subsidiary of NobleOak Life Limited ABN 85 087648 708 AFSL No. 247302. Wealth Maximiser is not a product of, or guaranteed or underwritten by, NobleOak Life Limited.

The awards shown on the right were won by NobleOak Life Limited (ABN 85 087 648 708, AFSL 247302).

Read more about NobleOak

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. Please read the Free Trial Body + Soul First 100 Terms and Conditions for more details on the offer.
Questions before getting started?
Call us, book in a free call now or email us.

Please see our video 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.