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Live For Today, Plan For Tomorrow

Expert Advice From Trusted Melbourne Financial Advisors

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When it comes to growing your wealth, success shouldn’t require significant sacrifice. It should be a positive journey that gives you peace of mind and might even spark a genuine passion for planning (never say never!).

Our award-winning financial planners work with clients around Australia to create considered, strategic wealth management solutions. So, if you’re looking for a professional partner to guide you to financial freedom (without the friction), our team is here to help.

ThreeBest Rated Financial Services Melbourne

IFA Excellence Awards 2023 Finalist badge for Holistic Advice Firm of the Year.

Holistic Advice Firm Of The Year 2023

IFA Excellence Awards 2023 Finalist badge for Client Servicing Company of the Year.

Client Servicing Company Of The Year 2023

IFA Excellence Awards 2022 Finalist badge for Practice Principal of the Year.

Practice Principal Of The Year 2022

IFA Excellence Awards 2022 Finalist badge for Self-Licensed Firm of the Year.

Self-Licensed Firm Of The Year 2022

IFA Excellence Awards 2022 Finalist badge for Holistic Advice Firm of the Year.

Holistic Advice Firm Of The Year 2022

Client Servicing Company Of The Year 2022

Client Outcome Of The Year 2022

IFA_SEAL_2020_FINALIST__Client Outcome of the Year-Edit

Client Outcome Of The Year 2020

Holistic Advice Firm Of The Year 2023

Client Servicing Company Of The Year 2023

Practice Principal Of The Year 2022

Self-Licensed Firm Of The Year 2022

Holistic Advice Firm Of The Year 2022

Client Servicing Company Of The Year 2022

Client Outcome Of The Year 2022

Client Outcome Of The Year 2020

We Meet You Where You Are

Control Your Financial Wellbeing No Matter Where You Are in Life

No matter where you are in your finances, career, stage of life, knowledge or age, the best time to plan your future is now. ActOn Wealth’s fully certified financial advisers give you the tools and confidence to take that first step towards controlling your wealth and your financial future. You’ve got this (and we’ve got your back).

Let’s Connect

Your trusted financial planner is with you at every step.

All Your Financial Needs in One Specialist Firm

Comprehensive Wealth Management Melbourne Services

Our highly experienced financial advisory team is skilled in all areas of personal wealth management, from budgeting and cash flow to investments, insurance, lending, estate planning, and more. We’re also fully qualified mortgage brokers and aged care financial advice specialists. Discover our wealth management and investment services.

Investment Advice

Lending Advice

Property Advice

Aged Care Financial Planning

Retirement Planning & Superannuation

Self Managed Superannuation

Estate Planning

Cashflow & Budgeting

Insurance Advice

Looking for financial advisers near me?

Contact our team of Melbourne experts

1300 022 866

Our Approach, Personalised

A Melbourne Financial Advisor Committed to Working With You

ActOn Wealth is one of the leading boutique financial planning firms in Melbourne. Our investment advisors take the time to understand you, your circumstances and your financial goals. We build a bespoke plan that puts you front and centre.

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Get a custom financial plan today.

Setting You Up for Success

Financial Advisors Driven by the Best Outcomes For You

What does success look like for you, and how will your finances help make that vision a reality? Whatever the answer, your financial adviser creates a holistic plan with an overarching, unapologetically relentless objective: to grow your wealth.

The path to financial success is a phone call away.

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ActOn Wealth

5.0

Based on 55 reviews

review us on

Uzana Tonmukayakul

22:41 09 Jan 25

I had the pleasure of working with Kosta as my buyer agent for purchasing my first home, and I could not be more satisfied with his service. As some9ne who often gets confused with the complexities of buying a home and has many questions, Kosta was incredibly patient and understanding throughout the entire process.

Kosta has a fantastic network of professionals who can provide services from start to finish, making thw whole experience seamless. He worked tirelessly ans was always available to help, even during odd hours, which was incredibly reassuring.

His dedication and commitment to his clients are truly commendable. If you are looking for a reliable and supportive buyer agent, Kosta is a great choice. He made my first home-buying experience much less stressful and more manageable.

Harrison Clarke

00:34 22 Dec 24

Hayden Dewar has been our mortgage broker from ActOn Wealth for a number of years and has always helped us get the best home loan interest rate. He is always quick to respond and no question is too small or too big. Thank you Hayden and the ActOn Wealth Team!

Cosmic K

05:50 16 Dec 24

As a result of engaging with Matt, I now have confidence with my finances and the stress of working out how to address what I need is taken care of.

Matt has been so helpful and supportive, he provides me with answers to my questions as well as giving me guidance in a very professional manner.

I'm glad that I found Act On Wealth a few years back and I'm continuously grateful for the advice and support that I receive from Matt.

Sky Mykyta

10:31 01 Dec 24

The team have been so helpful with our financial advice. Sound advice and great to work with, especially Tom Daykin and Hayden Dewar. Hayden is super responsive and supported us all the way on the recent purchase of our dream home!

Kalynda Braithwaite

01:29 28 Nov 24

We've been working with Matthew and Tom for a few months now, and the experience has been fantastic. I'm the sort that's quite anxious about money and was worried about getting involved with financial planners as I felt it would add unnecessary stress to my life, and the experience has been the exact opposite. Things are explained in the way a layperson can understand, the environment is calm and relaxed, you always feel like a priority to the team, and you know without a doubt that an experienced team of professionals is taking care of your money. My partner and I thought we would never reach our goals in the next 10 years, and the relief of know it's not just possible, but likely, is incredible. Highly recommend this company

Grenville Rodrigues

07:24 27 Nov 24

I am thrilled to share my experience with Matthew Jacobson, who has proven to be an outstanding financial planner & advisor. From the very first meeting, Matt demonstrated a deep understanding of financial planning and tailored his advice to fit our personal and financial goals.

What sets Matt apart is his ability to communicate complex financial concepts in a way that is easy to understand. He took the time to thoroughly assess our financial situation, carefully listened to our concerns and aspirations, and crafted a comprehensive plan that addressed both, our short-term needs and long-term objectives.

Matt's proactive approach ensures that we are always informed about the latest opportunities and risks, and I appreciate his regular check-ins and updates. Matt is incredibly responsive, always available to answer any questions we have, and provides invaluable insights that help us make informed decisions.

Thanks to his guidance, we feel confident about our financial future and we on track to achieve our goals. I highly recommend Matt & Act on Wealth to anyone seeking a team of knowledgeable, caring, and effective financial planners. Their expertise and dedication truly make a difference!

Bill Grey

00:24 27 Nov 24

For someone who was feeling insecure about how to progress financially, the care I've received from ActOn Wealth and the confidence that's given me has totally changed my outlook on my financial future.

Matt and Tom have been positive with what I can achieve in my situation and shown me how the plan works over time to those outcomes.

Couldn't recommend more highly - the smartest investment you'll make is in engaging ActOn Wealth for a Statement of Advice!

Trisha D'Cruz

23:43 13 Jun 24

For the past 2.5yrs, we've been working with Blyth and Bella at ActOn Wealth for all our mortgage needs.

Their exceptional communication, efficiency, and meticulous attention to detail has ensured a smooth and successful outcome every time, even with tight deadlines.

If you're looking for a mortgage broker who goes above and beyond, who can navigate complex situations with ease, and who prioritizes your success, I'd highly recommend Blyth & Bella at ActOn Wealth. They are, without a doubt, an exceptional team!

David Cramer

03:03 07 Dec 23

Been working with Blyth for a year or so, wonderful and proactive service, could not be more helpful

Kiah Stewart

09:50 01 Jul 23

Hayden from Act on Wealth was fantastic with helping me refinance. He ran through all my options and explained everything thoroughly. He made the process super easy!

Jarryd Cramer

05:48 31 May 23

Blyth was fantastic, extremely professional and helpful in arranging my pre-approval for my first home. Highly recommend

Nasir karim

07:05 05 May 23

Fantastic team and quick response to my queries. Enjoyed a lot working with ActOn Wealth!

Karim Assaf

00:08 08 Apr 23

Blyth and Bella were very helpful, and the process was very smooth, and the outcome was very good. I would definitely recommend Acton Wealth.

Jacques Bek

04:02 21 May 22

Hayden Dewar is simply the best!
From the very first phone conversation Hayden was a huge help.
He made the process so simple and easy especially in the bad timing that has affected my finances.
I have been using his services for almost 2 years. Hayden was patient, explained all the steps and process, and got me an amazing loan. Always consistent with providing me an outstanding service and best advice.
Hayden worked so hard to make sure I got the best possible outcome for my loan. Every time I called in with a question I always get great support, quick action and clarity.
I would strongly recommend Hayden to anyone from ActON Wealth!

Steve Rudd

21:15 05 May 22

Working with Act on Wealth for my Financial Situation and Way forward has been a pleasure and the information has been outstanding. The Business shows a level of care and understanding as every-bodies situation is different and sometime complex. I would like to say a Special Thank you to Matthew Jacobson for his support and assistance and look forward to continue working on this journey with him to achieve my financial freedom. Thank you team at Act on Wealth.

Travis Fryer

21:01 07 Feb 22

Matt and Tom from ActOn presented at my workplace. They provided easy to follow guidelines for choosing home loans and how to help position yourself financially for the future. I’ve found thinking about my finances overwhelming, but by speaking with team at ActOn, it’s given me a better understanding and confidence to help reach financial goals. Highly recommend! :)

Hasnain Ahmed

06:32 21 Jan 22

Hello!

Recently, I have done refinancing through Hayden Dewar from ActOn Wealth.

I am completely satisfied with the process Hayden gone through. Hayden has been very hard working, passionate and go to man for the job I had for him. Hayden has been referred to me by one of my very close mate and I am fully satisfied with his work.

I am looking forward to work more with Hayden through ActOn Wealth.

Highly recommended!

Hasnain.

Planning Your Family’s Future Means Planning Their Freedom

Our Financial Planners Know the Right Advice Can Change Lives

A good finance advisor understands that wealth is a means to an end. What really counts is you and your family's sustained quality of life. The way to achieve this is with a financial plan that protects, manages and grows your wealth now and into the future. And that’s the kind of work our Melbourne financial advisors relish.

Schedule a complimentary meeting today.

Let’s Connect

Finding a Simple Way to Secure Tomorrow

We Make Financial Advice Easy and Enjoyable

Growing your wealth and financial security should not come at great expense or sacrifice. It also shouldn’t involve emotion-led decisions. Our objective, independent financial advisors are behind you to make this an exciting and empowering experience. Don’t be surprised if you really enjoy yourself!

Don’t let emotions sabotage your finances. Schedule your free icebreaker call.

Let’s Connect

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Contact Your Leading Financial Advisor in Melbourne

Our award-winning financial advisory service prides itself on offering the best independent, transparent and bespoke advice. Contact us today for a no-obligation, no-cost initial meeting and discover what makes us the right growth partners for you.

We’ll get the results you’re after.

Frequently asked questions

Our financial planning Melbourne firm was founded in 2017 with the intention to provide Australians with independent, meticulously researched holistic financial advice. Since launching, our team of 13 has expanded our service offering to include aged care financial advice and some of the top property investment advisors in Melbourne.

We saw the opportunity to establish a boutique wealth advisory firm that treats its customers as VIPs, not numbers swallowed up by multinationals. Everyone on our team has seen first-hand how thoughtful, strategic financial advice has the power to change lives, and that is what motivates us every day.

Yes, we are fully regulated, accredited and industry-approved financial planners.

ActOn Wealth is not associated with any third parties, which ensures our wealth management advice is impartial and unbiassed. Clients, therefore, have 100% peace of mind that recommendations are in their best interests rather than the interests of their wealth advisor.

In addition, ActOn Wealth has a valid Australian Financial Services (AFS) license issued by the Australian Securities and Investment Commission (ASIC), which enables us to provide financial services.

The cost of our wealth-growing services depends on the level of planning required, the duration of our partnership with you, and other factors. We prepare fair and reasonable estimates based on your situation, so contact our team for more information.

Our top-rated financial advisors are based in Melbourne, but we provide an Australia-wide service. No matter where you are in the country, we can connect remotely and assist you.

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ActOn Wealth is a privately owned boutique financial planning firm in Melbourne. Our number one focus is our clients. We strive to provide an exceptional service to help you achieve financial security and prosperity.

Head Office (Melbourne):
14/20 Commercial Road, Melbourne VIC 3004

Geelong Office:
Shop 7 Belmont Walk, Belmont, VIC Australia, 3216

13000 ACTON ( 1300 022 866 )
contactus@actonwealth.com.au

© Copyright ActOn Wealth 2024. | All Rights Reserved. ABN: 56 619 492 974 Corporate Authorised Representative of National Planning Partners Pty Ltd ABN 25 620 741 326 (Representative No. 1270401) Australian Financial Services License 503734. Squared Home Loans Pty Ltd ACN 162 675 050, Credit Representative 436415 is authorised under Australian Credit Licence 384704.

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