ASSISTING CLIENTS WITH ALL FACETS OF THEIR FINANCIAL LIVES

ABOUT US

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:

Trust 

Dedication

Dependability

Efficiency

Consistency

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

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.

Leadership Team

Alex Bernshteyn

Director

Shannon Cramer 

Director

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Blyth Staley 

Senior Financial Adviser / Partner

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.
 12/37-39 Albert Road Melbourne VIC 3004
 13000 ACTON
(03) 8692 6959
contactus@actonwealth.com.au 
GET A CALL BACK
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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