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What Is an Annuity?

The term ‘Annuity’ is often mentioned in the financial press, but what actually are annuities…
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April Economic Update

Outlook for Investment Markets While equity markets have generally recovered from their coronavirus-affected lows in…
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Scoring Guide

Out of 38 if all questions answered


36 if 1 not applicable (Q 5, 8, 9)
34 if 2 not applicable (Q 5, 8, 9)
32 if 3 not applicable (Q 5, 8, 9)

26-38 if all questions answered
24-36 if 1 not applicable
23-34 if 2 not applicable
21-32 if 3 not applicable

You're Financially Confident — Now It's Time to Optimise


You’ve clearly made solid progress in building a strong financial foundation. You’re either actively investing, managing your debt, or planning for the future with a great level of intention.
Still, there’s always room for refinement — whether that’s maximising tax efficiency, reviewing your investment strategy, or preparing for big life events like retirement, children’s education or legacy planning.

How ActOn Wealth can help:

  • Fine-tune your strategy with proactive reviews
  • Explore new growth opportunities or tax efficiencies
  • Align your finances with your long-term vision and values
  • Keep you accountable and on track

Out of 38 if all questions answered

 

13-25.5 if all questions answered

12-23.5 if 1 not applicable

11-22.5 if 2 not applicable

10-20.5 if 3 not applicable

You’re Building Momentum — Let’s Take It to the Next Level

You’ve already laid some important groundwork — maybe you’ve started investing, built up super, or set financial goals. That’s fantastic progress.
With a few adjustments, clearer strategies, and some expert support, you could move from financial confidence to real financial empowerment.

How ActOn Wealth can help:

  • Bring structure and clarity to your financial world
  • Help prioritise goals and track your progress
  • Optimise key areas like tax, insurance, and investments
  • Give you peace of mind that you’re on the right path

Out of 38 if all questions answered

0-12.5 if all questions answered

0-11.5 if 1 not applicable

0-10.5 if 2 not applicable

0-9.5 if 3 not applicable

There’s Huge Potential for You to Benefit from Financial Advice

You’re not alone — many Australians feel unsure about where to start. If you’re feeling disorganised, unsure, or worried about the future, now’s the time to take control.
Working with a financial adviser isn’t just for the wealthy — it’s for anyone who wants clarity, confidence, and a roadmap forward.

How ActOn Wealth can help:

  • Help you prioritise what matters most
  • Set up systems for budgeting, saving, and debt reduction
  • Build a roadmap for retirement, investing and wealth creation
  • Give you the confidence to stop winging it and start planning for real

No matter your score, ActOn Wealth can support you with clear, strategic advice to help you take control of your financial future. Whether it’s optimising your super, reducing tax, planning for retirement or aligning investments with your values – we’re here to help.