Smart Plans,
Expert Guidance.

Your Path to Financial Success.

  • A personalised financial plan to make your goals a reality
  • One-on-one coaching from experienced financial advisors
  • Affordable plans starting at just $99 a month
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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 85 087
648 708 AFSL No. 247302.  Wealth Maximiser is not a product of, or guaranteed or underwritten by, NobleOak Life Limited.

Why Wealth Maximiser?

Coaching

Coaching

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.

Simple Plans

Simple 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.

Is it right for you?

  • Overwhelmed by financial planning?
  • Think financial advice is out of reach?
  • Looking for personalised wealth strategies?

At Wealth Maximiser, we empower Australians at every stage of life—whether you’re just starting your career, growing your family, or preparing for retirement. We help you take control of your financial future and achieve your goals, with simple, tailored solutions.

We understand that expertise in all areas of wealth and finance is rare, which is why we serve both new and experienced investors with tailored solutions.

While we encourage you to be hands-on with your finances, we provide the expert guidance and coaching you need to make confident, well-informed decisions. With our support, you can refine your strategy and adapt to life’s changes—ensuring your financial journey stays on track.

Connect with one of our Wealth Coaches today and start building a secure future.

Talk with a Wealth Coach
How It Works Image How It Works Image How It Works Image How It Works Image

How Does It Work?

  • 1. Assess Your financial Fitness

    Complete our online questionnaire to prioritise your goals and discover your Wealth Health score—on your own or with a Wealth Coach.

  • 2. Choose 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.

  • 3. Ongoing Support

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

Talk with a Wealth Coach

Our Wealth Philosophy

At Wealth Maximiser, we believe in helping you achieve your financial goals with a clear, actionable plan that’s tailored just for you.

We understand that building wealth is a long-term journey, so we evaluate your finances as a whole, ensuring that all components work together seamlessly. We believe in the power of diversification to reduce risk and the right mix of active and passive strategies to maximise returns.

From simplicity to transparency, our goal is to make your financial journey as easy to understand and follow as possible – guiding you to take meaningful, small steps that can lead to maximising wealth.

  • Assessing Wealth as a Whole
  • Simplicity, No Jargon
  • Diversification of Investments
  • Protecting What You’ve Built

The right plan to suit your needs

Smart Financial Plans, with Wealth Coaching support

Bronze
Bronze Bronze
$699 /yr

Tailored wealth strategies with a personalised year-long action plan, monthly education emails, group coaching, and an annual wealth strategy session. Plus, track your progress anytime with access to your online dashboard.

Select
Silver
Silver Silver
$999 /yr (or $99/month)

Everything in Bronze, plus an additional Wealth Coach check-in and support for key product selection.

Select
Gold
Gold Gold
$1899 /yr (or $175/month)

Everything in Silver, plus two additional wealth coach check-ins and the ability to update goals/financial situation on the website biannually.

Select

As featured on

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

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.

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.