Online financial coaching to achieve your goals.

Wealth Maximiser is a financial planning service that helps you take control of your future and achieve your most important goals.

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Online financial coaching to achieve your goals.

Wealth Maximiser is a financial planning service that helps you take control of your future and achieve your most important goals.

arrow_right_alt

Online financial coaching to achieve your goals.

Wealth Maximiser is a financial planning service that helps you take control of your future and achieve your most important goals.

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Neutral advice

The financial advice you receive is not influenced by referral fees or commissions.

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Qualified financial advisors

Qualified and regulated to meet industry and professional standards.

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A NobleOak Initiative

NobleOak have helped safeguard thousands of Australians for over 145 years.

person

Neutral advice

The financial advice you receive is not influenced by referral fees or commissions.

person

Neutral advice

The financial advice you receive is not influenced by referral fees or commissions.

verified

Qualified financial advisors

Qualified and regulated to meet industry and professional standards.

verified

Qualified financial advisors

Qualified and regulated to meet industry and professional standards.

handshake

A NobleOak Initiative

NobleOak have helped safeguard thousands of Australians for over 145 years.

handshake

A NobleOak Initiative

NobleOak have helped safeguard thousands of Australians for over 145 years.

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

Unique to your goals

Quantify your life goals, identifying what’s uniquely important to you

Unique to your goals

Quantify your life goals, identifying what’s uniquely important to you

Unique to your goals

Quantify your life goals, identifying what’s uniquely important to you

Priority action plan

Determine your priorities and the next steps you should take

Priority action plan

Determine your priorities and the next steps you should take

Priority action plan

Determine your priorities and the next steps you should take

Wealth Coach access

Talk through strategies and identify what’s best for you

Wealth Coach access

Talk through strategies and identify what’s best for you

Wealth Coach access

Talk through strategies and identify what’s best for you

Strategy that grows with you

Obtain well-defined plans and check-ins to accomplish your goals

Strategy that grows with you

Obtain well-defined plans and check-ins to accomplish your goals

Strategy that grows with you

Obtain well-defined plans and check-ins to accomplish your goals

Financial planning made easy, actionable and accessible, for only $89/month.

Get your first month free

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Get your first month free

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Get your first month free

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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.

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.

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.

How it works

Clarify your goals

Complete your Wealth Maximiser Profile to understand your current situation and what’s most important to you — including your goals.

Clarify your goals

Complete your Wealth Maximiser Profile to understand your current situation and what’s most important to you — including your goals.

Clarify your goals

Complete your Wealth Maximiser Profile to understand your current situation and what’s most important to you — including your goals.

Assess your options

Choose from one of three tailored strategies, designed to help you maximise your wealth and achieve your goals.

Assess your options

Choose from one of three tailored strategies, designed to help you maximise your wealth and achieve your goals.

Assess your options

Choose from one of three tailored strategies, designed to help you maximise your wealth and achieve your goals.

Match with an expert

Connect with your personal Wealth Coach every quarter to review your plan, ask questions, and shape what’s next.

Match with an expert

Connect with your personal Wealth Coach every quarter to review your plan, ask questions, and shape what’s next.

Match with an expert

Connect with your personal Wealth Coach every quarter to review your plan, ask questions, and shape what’s next.

Track your progress

Access your online dashboard for actionable checklists, attend group coaching sessions, and have 1:1 check-ins with your wealth coach to keep you moving forward.

Track your progress

Access your online dashboard for actionable checklists, attend group coaching sessions, and have 1:1 check-ins with your wealth coach to keep you moving forward.

Track your progress

Access your online dashboard for actionable checklists, attend group coaching sessions, and have 1:1 check-ins with your wealth coach to keep you moving forward.

Find out how Wealth Maximiser can help you achieve your goals.

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 plan.³

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[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

A NobleOak Initiative

For over 145 years, NobleOak has helped safeguard Australians. We put customers first and our life insurance business is award winning. Wealth Maximiser is operated by NobleOak Services Limited under its AFSL 286798. 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 financial product advice. References to specific financial products are for illustrative/educational purposes only. Contact us to find out more.