Wealth Maximiser Demo Video Disclaimer

  1. Wealth Maximiser is operated by NobleOak Service Limited (“NobleOak”, “We” or “Our”) ACN 112 981 718 AFSL 286798, Level 4 / 44 Market Street Sydney 2000.
  2. Definition of “Drifting Off Course” – “Drifting Off Course” refers to a situation in which an individual is no longer on track to achieve strong foundational financial health, as indicated by the “Wealth Health” section of the Wealth Maximiser Questionnaire. The assessment is inherently subjective and depends on each person’s own financial goals and desired level of financial well-being.
  3. Affordability Reference – Wealth Maximiser’s reference to being “affordable” is based on the average cost of a financial adviser cited by Canstar: “The cost of seeing a financial adviser is on average, about $3,500 a year, according to Adviser Ratings.” (Source, Canstar)