Our report that NobleOak has launched a new personalised wealth-building service that combines online tools with access to licensed Wealth Coaches, attracted strong reader interest this week…
NobleOak has launched a new personalised service to support Australians to learn about, manage and create wealth.
The insurer says Wealth Maximiser combines the “…convenience of online tools with access to licensed Wealth Coaches – providing customers with personalised wealth strategies and a clear, actionable plan to support them on their journey towards financial success.”
Lucy Winship, NobleOak Head of Strategic Ventures, says that in a landscape where financial guidance can at times feel out of reach, the new service “…offers accessibility and financial empowerment by combining the power of digital solutions with knowledgeable, supportive Wealth Coaches.”
She says the company understands the importance of financial security and independence and is committed to breaking down barriers to help provide access to personalised wealth-building services and solutions for all Australians.
…a blend of expert guidance and easy-to-action steps tailored to suit the diverse needs and financial goals of our customers…
“With Wealth Maximiser, we are continuing our commitment to help people avoid complexity by offering a unique blend of expert guidance and easy-to-action steps tailored to suit the diverse needs and financial goals of our customers, whether it be learning to budget, investing or even retirement planning.”
Winship adds that the company is excited by the opportunity to provide customers with the ability to gain invaluable financial insights and support “…without the traditional costs associated with being supported by a financial adviser.”
NobleOak says the service, supported by Wealth Coach assistance, simplifies the path to financial prosperity through three key steps:
- Needs analysis: The customer will identify their most important financial goals and capture their current situation through the help of a specialised questionnaire
- Wealth strategy assessment and expert coaching: Each customer will be provided with three personalised wealth strategy options to choose from. A Wealth Coach will meet with the customer to help decide which strategy is best for them and talk through their action plan for their chosen strategy
- Building wealth: The customer will begin implementing their top-priority wealth actions and begin their journey toward financial success, with support along the way from the Wealth Maximiser team
NobleOak told Riskinfo that the new service also provides strategic recommendations on life, income, TPD and trauma insurance “…however it does not recommend individual products as we are providing unprejudiced advice.”
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