It is humbling to be recognised by industry bodies, peers and the voting public who have singled out our team’s excellent customer service and financial knowledge and skill set. Indeed, our wealth advisors have always gone the extra mile to maximise our client’s financial health and well-being.
However, the best financial advisers don’t just pursue wealth. We’re also committed to improving our client’s financial literacy along the way. Empowering our clients with wealth management tools and knowledge makes their journey more sustainable and enjoyable. In fact, we believe this professional passion has partly contributed to our 5-star customer reviews and financial services industry awards success.
The IFA Excellence Awards champion and reward Australia’s leading professionals and businesses in the financial advice industry. ActOn Wealth has been overwhelmed to receive eight nominations across five categories over the span of three years in these esteemed financial planning awards.
Client Outcome Of The Year 2020
Client Outcome Of The Year 2022
Practice Principal Of The Year 2022
Self-Licensed Firm Of The Year 2022
Holistic Advice Firm Of The Year 2022
Client Servicing Company Of The Year 2022
Client Servicing Company Of The Year 2023
Holistic Advice Firm Of The Year 2023
For the company that counsels clients about their overall financial well-being through services such as risk and investment advice, SMSF, tax and accounting, legal and estate planning, and mortgage and credit advice.
ActOn Wealth was the 2021 and 2024 Productreview.com.au Financial Planning Services category winner.
ProductReview is Australia’s #1 consumer review website. The ProductReview.com.au Annual Awards singles out products and services that have been highly regarded by its community.
The awards are judged independently and impartially and cannot be bought or influenced by commercial relationships.
Out of more than 75,000 eligible nominations, ProductReview selected 181 products and services across over 129 categories as winners of the ProductReview Awards. These winners represent the best and most reliable purchasing choices available to Australian consumers.