Assisting Clients With All Facets of Their Financial Lives


ActOn Wealth is a boutique financial planning firm that strives to create and maximize the wealth of our clients. Our mission is to forge long term trusting relationships with clients and to deliver high quality financial advice and exceptional outcomes. Our vision is for all ActOn Wealth clients to become our company’s greatest advocates.

Our core values:






ActOn Wealth provides fully comprehensive advice and tailor-made strategies to help our clients achieve their financial and lifestyle objectives.

Advice Team

Our advice team is committed to providing an outstanding service to our clients. We are dedicated to assist you with:

Cash flow management & debt reduction strategies

Wealth creation & tax minimisation strategies

Superannuation & Self-Managed Superannution advice

Risk protection & estate planning strategies

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.

Lending Team

Our lending team provides you with strategic credit advice that can assist you with:

Strategic debt reduction strategies

Owner occupied lending

Investment lending

SMSF lending

Commercial finance

Asset and car finance

As your lending specialist, we will step you through the borrowing process and provide you with a personalised loan structure that meets your needs.

Property Team

Our team at ActOn Property Australia researches property on a national basis. Our team can assist you with:

Owner occupier acquisition and sale

Investment property acquisition and sale

Subdivision and development advice

Feasibility studies

Independent market research

 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.

Leadership Team

Alex Bernshteyn


Shannon Cramer 


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 12/37-39 Albert Road Melbourne VIC 3004
 13000 ACTON
(03) 8692 6959 
ActOn Wealth is a privately owned boutique financial planning firm. Our number one focus is our clients.
We strive to provide an exceptional service to help you achieve financial security and prosperity.
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© Copyright ActOn Wealth 2019. | 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.