ActOn Wealth is a boutique firm of exceptionally knowledgeable and skilled financial planning advisors. We are excited and confident about helping you achieve your lifestyle goals and we want you to feel that way, too.
Optimising your financial potential should be a positive and empowering experience. With Melbourne’s best financial planning advisors on our team, we cut through the complexities to make your finances easy to understand and indeed to master.
Your financial future is serious business, but we work to make it a rewarding and even fun learning experience.
At ActOn Wealth you can always count on dealing with a highly qualified and experienced financial adviser to provide you with holistic strategies specifically tailored to your situation.
As your lending specialist, we will step you through the borrowing process and provide you with a personalised loan structure that meets your needs.
We take an unemotional approach to property investment, analysing the residential market using an in-depth eight point criteria for selection.
Our team will provide an end-to-end solution to help you acquire the right property investment that meets your needs.
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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
24-36 if 1 not applicable
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
12-23.5 if 1 not applicable
11-22.5 if 2 not applicable
10-20.5 if 3 not applicable
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.
