Take Control of Your Financial Future

Understand your wealth health, receive 1-on-1 wealth coaching, and get a personalised action plan for success.

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Why financial planning matters?

Feeling uncertain about your finances? You’re not alone. Managing debt, investing, or planning for retirement can feel overwhelming—but it doesn’t have to. At Wealth Maximiser, we make financial planning simple, affordable, and empowering.

Individuals who seek financial advice accumulate 3.9x more assets over 15 years ¹

People with clear goals are 10 times more likely to achieve success ²

76% of people feel more in control of their finances with a structured financial plan³

Financial planning made easy, actionable and accessible.

Get started today

How it works

Step 1

Understand your financial fitness

Fill out our online questionnaire to prioritise your goals and discover your Wealth Health score—do it independently or with a Wealth Coach.

Step 2

Choose from three recommended strategies

Receive three customised financial strategy options—whether property, savings, or investments—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.

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.

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What our customers are saying

This process has been very helpful and it was simple to do and the conversations were easy. Having someone to talk with was very helpful and the messages were delivered in a really simple and easy to understand way

Mark,customer (2024)

Amazing. I really enjoyed the experience It was easy for the beginning. I got a lot of information and updates through us sitting down and going through every thing - was easy and flowed really well

Rebecca,customer (2024)

It’s been absolutely wonderful and something I've needed for a long time. We saw a financial adviser years ago but this process really makes you make a decision about the options and gives us better strategies to use

Ailsa,customer (2024)

It was time to get my personal financial situation sorted, but I didn't like the idea of paying heavy fees. Wealth Maxmiser was a perfect solution and my Wealth Coach has armed me with great tips to help me on the way to achieving my financial goals!

James,customer (2024)

The session with the Wealth Coach was truly enjoyable and invaluable! The resources, action steps and personalised wealth trajectory provided after the session exceeded my expectations. I wholeheartedly recommend this product.

Simone,customer (2024)

The Questionnaire, resources, and guidance from their Wealth Coaches were invaluable. I highly recommend Wealth Maximiser to anyone seeking financial guidance. The process was straightforward, informative and actionable. Highly recommend!

Cass,customer (2024)
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Meet one of
our Wealth Coaches

All our Wealth Coaches are qualified financial advisers, passionate about helping people like you to achieve your most important goals. Book an introduction call to get to know a Wealth Coach and what Wealth Maximiser can do for you.

Book a free intro call

What you get with Wealth Maximiser

  • One-on-one support from a qualified financial adviser from as little as $99 a month/$699 a year
  • 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.

Sources:

  • [1] Financial Services Council and Rice Warner, Future of Advice, 2020
  • [2] Harvard Business Review, Increase the Odds of Achieving Your Goals by Setting Them with Your Spouse, 2015
  • [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.