Home » About Us

Assisting Clients With All Facets of Their Financial Lives

Team photo of ActOn Wealth at their office, featuring four professionals smiling. From left to right, there's a woman and three men, dressed in business attire, two seated and two standing, in a modern office setting with a bright backdrop and stylish furniture.
 
Motion graphic of the ActOn Wealth logo, featuring a stylised 'W' within an oval frame, which smoothly rotates in a continuous loop, symbolising dynamism and continuous service.

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.
5.0
Based on 42 reviews
powered by Google
js_loader
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.

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.
Logo for the IFA Excellence Awards 2023 featuring a sparkling golden circle on a black background, highlighting the prestigious nature of the award.

IFA Excellence Awards Finalists

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.
Logo for a fundraising initiative showing 'Proudly fundraising' in white text on a red background with 'in support of The Smith Family' in blue, indicating a partnership with The Smith Family charity.
Logo of Accredited Aged Care Professional, featuring a purple background with a white abstract design of three rays expanding from a central point, symbolising expertise and professionalism in aged care.
© 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.