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Financial
Advisor
Melbourne

Award-Winning Financial Advice For Managing And Creating Wealth

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Financial planning is not about sitting down with a calculator to create a list of everything you can’t do in life. At least, not with ActOn Wealth. 
 
Our team of experienced, professional financial planners wants you to get the most out of life now and well into the future. 
 
From
budgeting and cash flow management,  investment strategy and insurance advice to superannuation and retirement planning, setting up your own Self Managed Super Fund (SMSF),  lending advice and estate planning, our skilled team of financial planners in Melbourne offers the full breadth of financial services, and we are ready to go.  We’ll get your wealth creation off to the right start, progress your investment advice strategy, or simply offer the best advice for you.

We want to hear and understand your financial goals and challenges so we can build an achievable roadmap through any obstacles and towards your financial security. 
 
… And we promise to do it all without taking away all of life’s pleasures! Because personal finance does not have to come with personal sacrifice. 

Financial peace of mind

Importantly, we are not aligned with third parties that oblige us to use their financial products. This means we have a wealth of experience across the entire market, and we’re free to do what’s truly right for you and in your best interests.  

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Your journey with a financial planner in Melbourne is simple

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Meet our financial advisors online, at your place or in our office

Tell us about your short-term and long-term financial goals

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Your financial adviser  works on the best plan to build wealth for you

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We provide the best financial advice in Melbourne and a roadmap to make it a reality

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Your trusted financial planner is with you at every step, providing tools, advice & knowledge

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That's not goodbye! We'll see you through any twists & turns as your wealth grows.   

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People Love
ActOn Wealth

At ActOn Wealth our clients are provided with a dedicated advice & lending team and a personalised service, unmatched.

That's what makes ActOn Wealth the highest rated Melbourne financial advisors in the industry.

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Proactive & impartial advice process

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Holistic

financial

solutions

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Tertiary

qualified advice team

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Established industry relationships

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Consistent & relevant client communication

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Complimentary initial

consultation

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Forefront of technology

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Tailored &

goal-oriented advice

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Innovative & streamlined approach

Ongoing financial mentoring & education.

Ongoing financial mentoring & education

The best financial adviser in Melbourne, Victoria

Wealth management offering end-to-end solutions to take the hassle out of creating wealth.

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Proactive & impartial advice process

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Holistic

financial

advice

Tertiary qualified.webp

Tertiary

qualified financial advice team

industry relationships.webp

Established industry relationships

communication.webp

Consistent & relevant client communication

Accelerate your path to financial freedom today.webp

Accelerate your path to financial freedom today

Customised financial advice in melbourne that meets your wealth and lifestyle goals.

Contact the best financial adviser today! 

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IFA Excellence Awards Finalists

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Our Services

Cashflow & Budget Management

We analyse your cashflow and create a personalised budget to make your money work harder for you. By making informed decisions, you'll realise your financial goals faster.

Wealth Creation

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Investing can be pretty daunting, with seemingly endless options and possibilities. In order to create the right investment strategy, we first need understand why we’re investing. We’re here to help you figure that out.

Risk Protection

Protect you and your family from unexpected situations that may impact your financial security and standard of living. Talk to us about one of financial planning's fundamental pillars: risk mitigation.

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Retirement Planning & Superannuation

A well-managed superannuation fund is the key to funding your retirement lifestyle. From investment options to Self-Managed Super Funds, we'll have the right advice for you.

Self Managed Superannuation

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We assist our clients with an end-to-end solution, helping them establish a Self-Managed Superannuation Fund and take control of their retirement. With access to a team with a wealth of experience, you can rest assured that the most suitable structure and strategy is put in place.

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Direct property advice

Property can be a great way to diversify your portfolio and get a regular income stream. We will design a strategy that suits your individual needs and circumstances.

Lending Advice

We provide credit advice, together with mortgage and other loan broking services. Researching finance options from various financial institutions can be very cumbersome and confusing.

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Estate Planning

Leaving a legacy is a vital part of wealth creation. We work closely with you to create an estate plan to preserve your wealth and support the ones you love.

Our Services

We provide comprehensive financial services for all your needs.

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Investment

Advice

Insurance

Advice

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Lending

Advice

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Retirement Planning & Superannuation

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Self Managed

Superannuation

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Property

Advice

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Estate

Planning

Refer a friend and receive a
$200 Coles/Myer voucher

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