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Wealth Maximiser review

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Our verdict

Wealth Maximiser offers financial planning and coaching to help you take control of your finances.

When you think financial adviser, "expensive" and "only for rich people" is what might spring to mind.

Wealth Maximiser is looking to change that by giving you the resources and knowledge to better manage your financial affairs, without the huge cost.

While it's not going to offer the active management you'd get from a traditional financial adviser, Wealth Maximiser is designed to put you in the driving seat with personalised advice and a clear financial plan you can follow.

Pros

  • Cheaper alternative to traditional financial adviser.
  • Get personalised advice and ongoing support.

Cons

  • There's no active portfolio management. You're given advice and knowledge but are responsible for your own investments.
  • It's a lot cheaper than a financial advisor but still relatively pricey.

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About

Wealth Maximiser is operated by NobleOak Services Limited, which is part of the NobleOak group of companies. NobleOak Life Limited is an APRA-regulated Australian life insurance company. Wealth Maximiser has been designed to give Australians the skills to better manage their financial future using coaching, personalised goal setting and action plans.

It is authorised under the Australian Financial Services (AFS) licence held by NobleOak Services.

How it works

When you sign up to Wealth Maximiser, you'll be given help to choose and personalise a financial strategy that should empower you to achieve your financial goals.

The process is broken down into 4 main steps:

1. Goal Setting

Fill out a questionnaire on your goals and overall financial health (called your Wealth Health score).

2. Review financial strategies

You'll be given 3 different wealth building plans to review.

3. Meet with your Wealth Coach

You'll discuss your strategy options in a one-on-one meeting with your assigned adviser and set up an action plan.

4. Receive ongoing support

Depending on your pricing tier, you'll receive up to 4 coaching sessions a year, as well as monthly group coaching sessions and emails to help you enact your 12-month financial action plan.

Features

These are the notable features that are included in your Wealth Maximiser membership:

  • Initial goal setting
  • Wealth Health diagnosis
  • Multiple wealth strategies to choose from
  • Personalised 12-month action plan
  • Coaching sessions
  • Ongoing support and coaching

Fees

There's three main pricing tiers to choose from if you want a yearly plan: Bronze, Silver and Gold. If you want a monthly plan there are two tiers: Silver and Gold. All of the plans have no sign up fee and 30 days free cancellation, and include your initial coaching strategy session and action plan, as well as ongoing support.

The silver tier (monthly plan) costs $99 per month, and includes 1 additional coaching check-in session each year.

The gold tier (monthly plan) costs $175 per month and includes 3 additional coaching check-in sessions each year.

Yearly plans range from $699 a year for the bronze package to $1,899 a year for the Gold package.

Wealth Maximiser also does not offer product recommendations or receive commission from financial service providers.

Is it right for me?

Ultimately, Wealth Maximiser suits those who need help planning their financial strategy but who don't want to shell out for a financial adviser, or would prefer to retain control of their investments.

This information should not be interpreted as an endorsement of futures, stocks, ETFs, CFDs, options or any specific provider, service or offering. It should not be relied upon as investment advice or construed as providing recommendations of any kind. Futures, stocks, ETFs and options trading involves substantial risk of loss and therefore are not appropriate for all investors. Trading CFDs and forex on leverage comes with a higher risk of losing money rapidly. Past performance is not an indication of future results. Consider your own circumstances, and obtain your own advice, before making any trades. Read the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the product on the provider's website.

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