ActOn Wealth - Melbourne Financial Advisors
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Assisting Clients With All Facets of Their Financial Lives

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About ActOn Wealth

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.

We’re your wealth specialist

We’re here for the long-run to grow your wealth.
Speak with us today
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A professional meeting in progress at the ActOn Wealth office, featuring four male team members in business attire, engaged in discussion around a conference table with laptops and documents.
You’re in the driving seat of your finances, with our professional team of skilled financial advisors here to support you at every turn. Preparing high quality tailored, and goal-oriented financial services advice, we don’t just make a plan and leave. Your financial planning advisor becomes your trusted and proactive wealth wingman, providing ongoing mentoring, education and support.

High-performing advisors
focused on your portfolio performance

ActOn Wealth benefits from established and strong industry relationships. Using the latest technology, we deliver holistic financial solutions and transparent, high-level reporting to keep everyone’s eye on the target.

We have an impartial, vested interest in finding the right outcomes to maximise your wealth. 
Blyth from the ActOn Wealth team, smiling and working on his laptop in an office setting, surrounded by indoor plants, exemplifying a professional yet relaxed working environment.

Any time is the right time to build your financial potential

It’s never too overwhelming, it’s never too hard and it’s certainly never too late to get the best financial planning advisors behind you to grow your wealth. We’re here to help you plan for a very comfortable and secure tomorrow by starting today, so why not book a complimentary initial consultation.
Speak with us today

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.

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.

The ActOn Wealth Advice Team in their office, featuring five male financial advisors in suits. They are positioned with confidence around a modern setting with leather furniture and bright windows, projecting professionalism and approachability.

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.

Members of the Actonwealth Lending Team posed in an office setting. From left to right: a seated young man in a suit, a standing woman in a floral blouse, a young woman in a black turtleneck and skirt, a seated woman in a grey suit, and a standing man in a blue suit, all smiling towards the camera.

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.

The Actonwealth Property Team, consisting of four well-dressed male professionals, confidently posing in a modern office setting with neutral decor and a large leather couch.

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Leadership Team

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Black and white headshot of Alex Bernshteyn, Director of Actonwealth, dressed in a formal suit and tie, smiling confidently.

Alex Bernshteyn

DIRECTOR
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Shannon Cramer

DIRECTOR
Black and white professional headshot of Blyth Staley, senior adviser and partner at Actonwealth, dressed in a formal suit, conveying a serious and focused expression.

Blyth Staley

SENIOR FINANCIAL ADVISER / PARTNER
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Pratistha Khatiwada

OPERATIONS MANAGER
Black and white portrait of Matthew Jacobson, a senior financial adviser at Actonwealth, featuring him smiling in a professional suit.

Matthew Jacobson

SENIOR FINANCIAL ADVISER
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Thomas Daykin

SENIOR FINANCIAL ADVISER
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IFA Excellence Awards Finalists

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Logo of the IFA Excellence Awards 2022 Finalist for Practice Principal of the Year, featuring two stars, a red and white color scheme, and black text on a circular badge design.
Logo for the 2023 IFA Excellence Awards, featuring a black and white badge design with two stars and the text 'Finalist' prominently displayed, indicating a finalist position for Client Servicing Company of the Year.
IFA Excellence Awards Finalist 2022 badge featuring a white and red design, denoting ActOn Wealth as a finalist for Client Servicing Company of the Year.
IFA Excellence Awards 2022 Finalist badge for Client Focused Firm of the Year category, featuring a red and white design with stars and text on a circular black and white badge.
IFA Excellence Awards Finalist 2023 badge, showcasing a red and white circular design with the text 'Client Advised Firm of the Year' highlighted, symbolizing recognition in financial advisory excellence.
IFA Excellence Awards Finalist 2020 badge for Client Advocacy Firm of the Year featuring a white, red, and black color scheme with star embellishments around the edges.
IFA Excellence Awards 2022 Finalist badge for Client Servicing Company of the Year, featuring bold black and white design with prominent stars.
2022 IFA Excellence Awards Finalist badge for the 'Client Experience Firm of the Year', featuring a black and white design with a red banner highlighting the year 2022.
ActOn Wealth is a privately owned boutique financial planning firm in Melbourne. Our number one focus is our clients. We strive to provide an exceptional service to help you achieve financial security and prosperity.

14/20 Commercial Road, Melbourne VIC 3004
13000 ACTON ( 1300 022 866 )
contactus@actonwealth.com.au 

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© Copyright ActOn Wealth 2024. | 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.

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