Households that receive financial advice are 3.9x better off than those that don't¹.
In a world of inaccessible financial advice—locked up by fees, jargon, and outdated models—we’re building something different.
Our digital-first, human-backed advice platform empowers everyday Australians to take control of their financial future.
We stand for the quietly ambitious: Self-directed professionals, time-poor parents, pre-retirees, new Australian residents. People with big dreams and bright futures.
And we don’t sell products—just 5-star advice you can trust. We speak plainly. Act transparently. Price fairly.
We’re not here to impress the industry. We’re here to change it. Because when people feel financially fit, families thrive, dreams are realised, and futures become secure.
We are Wealth Maximiser. We’re making financial wellbeing accessible, actionable and achievable, from just $99/mo.
Take control
Qualified Financial Advisors
5.0 Google Reviews
Agnostic advice
NobleOak Initiative
Our mission
Take control of your financial future with an affordable personalised action plan and 1:1 Wealth Coaching, from just $99/month.
Until July 31st get 1 month free trial (T&Cs apply). Use code NewFY1M at checkout.
Does this sound like you?
I have an okay salary but I'm not building long term wealth.
I have no idea if/ when I can achieve my goals.
I think I should be investing but I don't know where to start.
I don't know if/ when I can retire.
I don't know if I'll end up in debt in the future.
I've just received a payout and don't know how to make the most of it.
If you’re nodding, you are in the right place.
Book a free intro callDon’t take our word for it, take theirs.
Getting started is
simple and free.
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Discover your persona
Answer our free quiz to unpack your financial behaviours and understand your relationship with money.
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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 questionnaire — your coach will then recommend three personalised financial strategies tailored to your life and goals.
Your plan, your journey.
Silver
Wealth Coach check-ins every 6 months
99
999
30 days free cancellation
- Personalised wealth strategy
- Personalised 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
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Why Wealth Maximiser
- Speak to a financial advisor for just $99 a month/$699 a year
- Understand and choose the best strategy for you to build wealth
- We don't take product commissions, so you know the advice is what's best for you, not a provider
Not sure yet? Discover your Financial Persona first for free!
Discover your persona
The Steady Saver
The Growth Chaser
The Security Seeker
The Life Planner
The Future Thinker
The Free Spirit
Wealth Maximiser,
a NobleOak initiative
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
Sources
1- Financial Services Council and Rice Warner, Future of Advice, 2020
2 – Money Magazine, Are Australians Really Better Off With Financial Advice, 2024
3 -Charles Schwab, Modern Wealth Survey, 2024
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.