Wealth Maximiser teams up with One Big Switch
Get started with your free Wealth Health score and see how financially fit you are.
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
- We do not receive commissions from product providers so you know you’re getting objective advice to best help you.
- A free Wealth Health score so you know how you are tracking towards your financial goals.
- A 30 day money back guarantee. If you cancel your subscription within 30 days of first purchase, we will refund you the full amount paid.
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What you often get with traditional financial advice
- One-on-one support from a qualified financial adviser costing an average of $3,500 a year. (Canstar, 2024)
- Complex and jargon-filled reports with an overwhelming amount of detail. (Choice, 2022)
Transparent Pricing
A perfect plan for your needs
To get access to your wealth strategies and roadmap select a plan
Add your referral code
Silver
2 Wealth Coach sessions annually
99
999
- Tailored wealth strategies
- Tailored year long action plan
- Monthly educational emails
- Monthly group coaching sessions
- 1x Wealth Coach Strategy Session annually
- 1x Wealth Coach Check-ins
- Ability to update goals/financial situation on website biannually
- Specific product recommendations
Gold
4 Wealth Coach sessions annually
175
1899
- Tailored wealth strategies
- Tailored year long action plan
- Monthly educational emails
- Monthly group coaching sessions
- 1x Wealth Coach Strategy Session annually
- 3x Wealth Coach Check-ins
- Ability to update goals/financial situation on website biannually
- Specific product recommendations
Not ready yet?
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25 minute Goal Setting session with a Wealth Coach
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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.