Since 2024, the Wealth Maximiser team has been dedicated to delivering quality, straightforward, and holistic financial advice at an affordable cost, and we believe we have succeeded.
Our in-house wealth coaches develop tailored, actionable plans that simplify the complexities of financial planning.
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34 customer reviews
Ben Chapman
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Katrina
A great service at an affordable price. Karen was very warm, knowledgeable and provided useful detail about a financial strategy that will set me up for the next 20+ years!
Reviewed on Google Maps
David Pregelj
Financial Advisors
Very professional and easy to talk to.
Sophie Leete
I am almost a year into my 'Wealth Coach' strategy with Wealth Maximiser and could not recommend them highly enough. I learned of this concept through my life insurance and gave it a go as I was not quite at the stage of wanting a full financial adviser (and the expense associated with it. ) I am in my 40's and I have a pretty sound knowledge of investments / super / finance already, thanks to podcasts, books, Money Mag and the Government websites etc BUT what I wanted was an expert that I could discuss ideas with, weigh up pros and cons of strategies, learn more from and get help implementing a plan. After going through the questionnaire and assessing what it was I was working towards, I was matched with an advisor and the process began. I have been extremely fortunate to have been matched with Karen ELEY and I can not rate her more highly. Her knowledge of finance/wealth creation/industry is second to none and to be able to sit and discuss my personal situation, future goals and plans with her one on one has been a game changer. After each meeting, I have a clear plan to implement and knowing we will be meeting again in the future keeps me accountable and committed. Prior to meeting Karen I had vacillated for literally years on several big financial decisions. I had analysis paralysis and could not make the leap because I would second guess myself. Thanks to Karen, we have done the sums, weighed up the pros and cons and made the decisions. They have been implemented and the weight is off my shoulders. Along the way Karen is always giving me tips, books to read, podcasts to listen to and validating some of the resources I already access. In addition, I can also access the webinars and portals provided with the membership. If you are not quite ready for a full Financial Advice experience and the costs associated with it, a Wealth Coach is the perfect alternative - and you can not go past Wealth Maximiser for a five star experience. More...
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Ben Hoginator
Very good service. Both the group coaching and individual sessions have been most valuable for short and long term planning. Very responsive to any communication. Would recommend More...
Reviewed on Google Maps
Roosevelt Koh
Was looking for good and cost effective financial advice, and came across this on a podcast. Signed up in 2024 and couldn't be happier with their great offerings. Give them a try and judge for yourself. More...
Reviewed on Google Maps
Vicky T
I valued how it provided an analysis at the outset and developed a concrete action plan broken into phases and organised monthly knowledge sharing sessions. I personally found the recommendations and knowledge sharing sessions to be a bit obvious and basic, but I am a mid career professional with a slightly more complicated situation than the average Australian worker. If you are someone who is just starting your financial and retirement planning journey, and have low or basic financial literacy, I would fully and wholeheartedly recommend this service. More...
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Gianni
Wealth Maximiser significantly helped me set my financial goals and my Wealth Coach was incredibly knowledgeable. I would recommend this to anyone looking to take their finances to the next level
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Rebecca Romano
Can't recommend Wealth Maximiser more. My Wealth Coach is knowledgable and has assisted me to set realistic and achievable financial goals for myself. A great service that I wish I found sooner! More...
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katy m
WealthMaximiser provides fantastic financial advice at a fraction of the cost, but without losing a human edge - my conversations with the Wealth Coaches have always been productive, informative, and well worth my time, backed up by data-driven insights I can view at my own pace (amazing graphs! !) and compassion for any/all socioeconomic situations. Now that every advisor/firm claims to have a data-based advice model, it's rare to find one that actually does -- and even rarer that you can speak to a real person about it without additional cost! More...
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bas brown
Finally can get some affordable financial advice. It was really good quality and the coaches were excellent. I loved the financial plan they gave me - super helpful and great service.
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Peter McDonagh
A great service for those looking for affordable advice! Karen and the team are absolute experts
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Lucinda Morris
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Rebecca Cowper
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Guy Johnston
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Cessa Tapp
Such a great platform!
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Moana Kolesi
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Nicola Milner
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kate rutherford
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Joanne Mulgrew
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Orla Hedley
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A T
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Jessica Gregory
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Danny Riley
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chloe mullins
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Molly Garling
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Louise Healey
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Alex Gillan
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Andrew Johnstone
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barnbay parton
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Tom Allen
Helped me get a good grasp on my finances and gave me a great list of steps to follow to achieve my goals!
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Kurt Leach
This service has been a game-changer for me! They really took the time to understand my goals and put together a solid financial plan that actually feels achievable. I feel way more confident about my future now and know exactly what steps to take. Couldn’t recommend them more! More...
Reviewed on Google Maps
Lewis Gibbons
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Cecilia Long
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Why should our clients choose you?
We offer a range of solutions to help you take control of your financial future.
With tailored advice and Wealth Coach support, we provide the tools and expertise you need to make informed decisions and confident actions.
Let us help you navigate the next step to achieving your goals.
Can you provide your services online or remotely? If so, please add details.
Online, digital, and remote service only. Your 1-on-1 sessions will be held via video call, so you can connect from the comfort of your own home.
Financial Advice
At Wealth Maximiser, we empower Australians at every stage of life—whether you’re just starting your career, growing your family, or preparing for retirement. We help you take control of your financial future and achieve your goals, with simple, tailored solutions.
We understand that expertise in all areas of wealth and finance is rare, which is why we serve both new and experienced investors with tailored solutions.
While we encourage you to be hands-on with your finances, we provide the expert guidance and coaching you need to make confident, well-informed decisions. With our support, you can refine your strategy and adapt to life’s changes—ensuring your financial journey stays on track.
Connect with one of our Wealth Coaches today and start building a secure future.
