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Contact Your ActOn Wealth Financial Advisor Today. Whether you have no wealth creation plan, your investments are not performing or you need some specific financial advice, our team is here to help. Contact one of our friendly team today for a no-obligations chat.
 

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Read why so many of our clients trust and recommend us

ActOn Wealth
5.0
Based on 55 reviews
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Uzana TonmukayakulUzana Tonmukayakul
22:41 09 Jan 25
I had the pleasure of working with Kosta as my buyer agent for purchasing my first home, and I could not be more satisfied with his service. As some9ne who often gets confused with the complexities of buying a home and has many questions, Kosta was incredibly patient and understanding throughout the entire process.Kosta has a fantastic network of professionals who can provide services from start to finish, making thw whole experience seamless. He worked tirelessly ans was always available to help, even during odd hours, which was incredibly reassuring.His dedication and commitment to his clients are truly commendable. If you are looking for a reliable and supportive buyer agent, Kosta is a great choice. He made my first home-buying experience much less stressful and more manageable.
Harrison ClarkeHarrison Clarke
00:34 22 Dec 24
Hayden Dewar has been our mortgage broker from ActOn Wealth for a number of years and has always helped us get the best home loan interest rate. He is always quick to respond and no question is too small or too big. Thank you Hayden and the ActOn Wealth Team!
Cosmic KCosmic K
05:50 16 Dec 24
As a result of engaging with Matt, I now have confidence with my finances and the stress of working out how to address what I need is taken care of.Matt has been so helpful and supportive, he provides me with answers to my questions as well as giving me guidance in a very professional manner.I'm glad that I found Act On Wealth a few years back and I'm continuously grateful for the advice and support that I receive from Matt.
Sky MykytaSky Mykyta
10:31 01 Dec 24
The team have been so helpful with our financial advice. Sound advice and great to work with, especially Tom Daykin and Hayden Dewar. Hayden is super responsive and supported us all the way on the recent purchase of our dream home!
Kalynda BraithwaiteKalynda Braithwaite
01:29 28 Nov 24
We've been working with Matthew and Tom for a few months now, and the experience has been fantastic. I'm the sort that's quite anxious about money and was worried about getting involved with financial planners as I felt it would add unnecessary stress to my life, and the experience has been the exact opposite. Things are explained in the way a layperson can understand, the environment is calm and relaxed, you always feel like a priority to the team, and you know without a doubt that an experienced team of professionals is taking care of your money. My partner and I thought we would never reach our goals in the next 10 years, and the relief of know it's not just possible, but likely, is incredible. Highly recommend this company
Grenville RodriguesGrenville Rodrigues
07:24 27 Nov 24
I am thrilled to share my experience with Matthew Jacobson, who has proven to be an outstanding financial planner & advisor. From the very first meeting, Matt demonstrated a deep understanding of financial planning and tailored his advice to fit our personal and financial goals.What sets Matt apart is his ability to communicate complex financial concepts in a way that is easy to understand. He took the time to thoroughly assess our financial situation, carefully listened to our concerns and aspirations, and crafted a comprehensive plan that addressed both, our short-term needs and long-term objectives.Matt's proactive approach ensures that we are always informed about the latest opportunities and risks, and I appreciate his regular check-ins and updates. Matt is incredibly responsive, always available to answer any questions we have, and provides invaluable insights that help us make informed decisions.Thanks to his guidance, we feel confident about our financial future and we on track to achieve our goals. I highly recommend Matt & Act on Wealth to anyone seeking a team of knowledgeable, caring, and effective financial planners. Their expertise and dedication truly make a difference!
Bill GreyBill Grey
00:24 27 Nov 24
For someone who was feeling insecure about how to progress financially, the care I've received from ActOn Wealth and the confidence that's given me has totally changed my outlook on my financial future.Matt and Tom have been positive with what I can achieve in my situation and shown me how the plan works over time to those outcomes.Couldn't recommend more highly - the smartest investment you'll make is in engaging ActOn Wealth for a Statement of Advice!
Trisha D'CruzTrisha D'Cruz
23:43 13 Jun 24
For the past 2.5yrs, we've been working with Blyth and Bella at ActOn Wealth for all our mortgage needs.Their exceptional communication, efficiency, and meticulous attention to detail has ensured a smooth and successful outcome every time, even with tight deadlines.If you're looking for a mortgage broker who goes above and beyond, who can navigate complex situations with ease, and who prioritizes your success, I'd highly recommend Blyth & Bella at ActOn Wealth. They are, without a doubt, an exceptional team!
David CramerDavid Cramer
03:03 07 Dec 23
Been working with Blyth for a year or so, wonderful and proactive service, could not be more helpful
Kiah StewartKiah Stewart
09:50 01 Jul 23
Hayden from Act on Wealth was fantastic with helping me refinance. He ran through all my options and explained everything thoroughly. He made the process super easy!
Jarryd CramerJarryd Cramer
05:48 31 May 23
Blyth was fantastic, extremely professional and helpful in arranging my pre-approval for my first home. Highly recommend
Nasir karimNasir karim
07:05 05 May 23
Fantastic team and quick response to my queries. Enjoyed a lot working with ActOn Wealth!
Karim AssafKarim Assaf
00:08 08 Apr 23
Blyth and Bella were very helpful, and the process was very smooth, and the outcome was very good. I would definitely recommend Acton Wealth.
Jacques BekJacques Bek
04:02 21 May 22
Hayden Dewar is simply the best!From the very first phone conversation Hayden was a huge help.He made the process so simple and easy especially in the bad timing that has affected my finances.I have been using his services for almost 2 years. Hayden was patient, explained all the steps and process, and got me an amazing loan. Always consistent with providing me an outstanding service and best advice.Hayden worked so hard to make sure I got the best possible outcome for my loan. Every time I called in with a question I always get great support, quick action and clarity.I would strongly recommend Hayden to anyone from ActON Wealth!
Steve RuddSteve Rudd
21:15 05 May 22
Working with Act on Wealth for my Financial Situation and Way forward has been a pleasure and the information has been outstanding. The Business shows a level of care and understanding as every-bodies situation is different and sometime complex. I would like to say a Special Thank you to Matthew Jacobson for his support and assistance and look forward to continue working on this journey with him to achieve my financial freedom. Thank you team at Act on Wealth.
Travis FryerTravis Fryer
21:01 07 Feb 22
Matt and Tom from ActOn presented at my workplace. They provided easy to follow guidelines for choosing home loans and how to help position yourself financially for the future. I’ve found thinking about my finances overwhelming, but by speaking with team at ActOn, it’s given me a better understanding and confidence to help reach financial goals. Highly recommend! :)
Hasnain AhmedHasnain Ahmed
06:32 21 Jan 22
Hello!Recently, I have done refinancing through Hayden Dewar from ActOn Wealth.I am completely satisfied with the process Hayden gone through. Hayden has been very hard working, passionate and go to man for the job I had for him. Hayden has been referred to me by one of my very close mate and I am fully satisfied with his work.I am looking forward to work more with Hayden through ActOn Wealth.Highly recommended!Hasnain.
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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.
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