Give the gift of Financial Planning

Help your loved ones plan for their financial future using code 50UPGIFT

Sign Up Yourself Buy Voucher for Loved One with code 50UPGIFT

What do your loved ones get with Wealth Maximiser?

Help your loved ones aged 21+ improve their financial wellbeing and work towards their most important goals, with a clear action plan and ongoing support from expert Wealth Coaches. By purchasing a Voucher your loved one will have access to a year long Wealth Maximiser subscription this includes:

1. Priortise Goals

Use our goal priortiser to help prioritise top five most important goals, to form the best action plan

2. See Current Financial Situation

Compare income with expenses to understanding current savings capacity and see overall net wealth position

3. Get Wealth Health Score

We will use all the information provided to calculate a Wealth Health Score out of 10, highlighting areas that need more focus

 

4. Select the best Wealth Strategy

Your loved one can choose their overall Wealth Strategy from the top 3 recommended for them e.g. super and savings focused vs property focused

5. One-to-one Wealth Coaching

Non-judgmental, empowering one-to-one coaching session from a Wealth Coach (qualified financial advisor)

6. Year long action plan

They will receive a clear, year long action plan, broken down into manageable 90 day checklists, with monthly group coaching and a personalised dashboard

Questions? Call our support team on 1300 249 084

Buy Voucher with code 50UPGIFT

What happens next?

Step 1

Purchase a Voucher with $100 off¹

Use the secure payment link to purchase a Bronze Annual subscription for your loved one and save $100 as a FiftyUp Member for a limited time only. Don't forget to add the promotional code 50UPGIFT.

Buy Voucher
Step 2

Receive the Voucher

You'll receive a payment confirmation immediately and then receive a Voucher to share with your loved one shortly afterwards.

Step 3

Email Voucher to your loved one

Forward the Voucher to your loved one so they can register with Wealth Maximiser

Step 4

Your loved one takes action!

Your loved one benefits from a clear action plan and supportive 1-1 Wealth Coaching

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)

What you get with Wealth Maximiser

  • One-on-one support from a qualified financial adviser from as little as $599 a year with the $100 off offer as a FiftyUp Member¹
  • Clear year long action plan broken down into manageable 90 day checklists
  • A free Wealth Health Score so you know how you are tracking towards your financial goals.
  • A 30 day money back guarantee. If you/your loved one cancels your subscription within 30 days of first purchase, we will refund you the full amount paid.
vs

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.

1- Wealth Maximiser $100 off Bronze Offer Terms and Conditions

These Terms and Conditions apply to the Wealth Maximiser $100 off offer (Offer). By participating, customers agree to be bound by these conditions. Claims must comply with these conditions to be valid. The Offer commences at 12:00 am (AEST) on 16 December 2024 and closes at 11.59pm (AEST) on 31 January 2024 (Offer Period).

The Offer is only available in conjunction with the purchase of a Wealth Maximiser Bronze annual plan during the Offer Period.

The Offer comprises the following discount for new customers who make a payment on a Wealth Maximiser Bronze annual plan during the Offer Period: a. customers who select the annual payment option on a Bronze plan will receive a discount of $100 on their first year, after this no discount will be applied. In order to receive the Offer, claimants must purchase the Bronze annual plan during the offer period on the Wealth Maximiser pricing page for FiftyUp Club members during the Offer Period. In each case the discount will be applied automatically before purchase.

This Offer is open only to permanent residents of Australia who are 18 years or over as at the date of joining (being the date of completion of join) (“Eligible Entrants”). 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 more than $500,000 gross per year (based on individual income) The Offer cannot be combined with any other offer or promotion.

Proof of identity, residency and eligibility is at the discretion of NobleOak. In the event that a policyholder cannot provide suitable proof, they may forfeit the Offer in whole and no substitute will be offered. These Offer Terms and Conditions may be modified at any time by NobleOak. You agree to be bound by these Offer Terms and Conditions as modified and appearing on the Wealth Maximiser website.

NobleOak reserves the right to disqualify any person who provides false information or who seeks to gain an unfair advantage or to manipulate this promotion.

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.