Business Succession and Estate Planning – Why It Matters For You
If you’re an Australian business owner, you know all about hard work. Some 60% of Australian SMEs and start-ups fail…
Client Servicing Company Of The Year 2022
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Client Servicing Company Of The Year 2022
Client Outcome Of The Year 2022
Client Outcome Of The Year 2020
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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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36 if 1 not applicable (Q 5, 8, 9)
34 if 2 not applicable (Q 5, 8, 9)
32 if 3 not applicable (Q 5, 8, 9)
26-38 if all questions answered
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23-34 if 2 not applicable
21-32 if 3 not applicable
You’ve clearly made solid progress in building a strong financial foundation. You’re either actively investing, managing your debt, or planning for the future with a great level of intention.
Still, there’s always room for refinement — whether that’s maximising tax efficiency, reviewing your investment strategy, or preparing for big life events like retirement, children’s education or legacy planning.
13-25.5 if all questions answered
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You’ve already laid some important groundwork — maybe you’ve started investing, built up super, or set financial goals. That’s fantastic progress.
With a few adjustments, clearer strategies, and some expert support, you could move from financial confidence to real financial empowerment.
0-12.5 if all questions answered
0-11.5 if 1 not applicable
0-10.5 if 2 not applicable
0-9.5 if 3 not applicable
You’re not alone — many Australians feel unsure about where to start. If you’re feeling disorganised, unsure, or worried about the future, now’s the time to take control.
Working with a financial adviser isn’t just for the wealthy — it’s for anyone who wants clarity, confidence, and a roadmap forward.
No matter your score, ActOn Wealth can support you with clear, strategic advice to help you take control of your financial future. Whether it’s optimising your super, reducing tax, planning for retirement or aligning investments with your values – we’re here to help.