ActOn Wealth - Melbourne Financial Advisors
Book a Consultation
Home » Archives for Alex Bernshteyn

Author: Alex Bernshteyn

6 Steps to Build Money Confidence

Alex Bernshteyn August 19, 2025 No Comments
Do you freeze up when making financial decisions? Ever catch yourself saying “I’m just not a numbers person” to avoid dealing with money matters? Do your finances keep you awake…
Read more

Why Athletes Need Financial Advice

Alex Bernshteyn August 19, 2025 No Comments
Reaching a professional sporting level is a remarkable achievement that very few accomplish. But away from sport, are your finances in pole position? Your exceptional career demands an equally impressive…
Read more
A Complete Guide to Credit Lending 

A Complete Guide to Credit Lending 

Alex Bernshteyn May 12, 2025 No Comments
Everything You Need to Know Before You Borrow  Are you considering getting a loan to make a large purchase, consolidate your debt, or pay some unexpected bills or expenses? This…
Read more

Common Financial Mistakes Doctors Make

Alex Bernshteyn April 1, 2025 No Comments
(and How to Solve Them) Medical professionals in Australia share common ground when it comes to financial challenges despite their diverse specialisations and career paths. Drawing from our experience providing…
Read more
DIY Insurance – Is It Right for You?

DIY Insurance – Is It Right for You?

Alex Bernshteyn September 6, 2024 No Comments
Research shows that Australians are under-insured which has led to the proliferation of television advertisements promoting personal insurance cover. Are these quick and easy plans suitable for your family? Research…
Read more

The Upside of a Down Market

Alex Bernshteyn September 6, 2024 No Comments
Most people view share market downturns as unequivocally bad events. Suddenly, hard earned savings aren’t worth as much as they were yesterday. It seems as if our money is evaporating,…
Read more

The Tax Effect on Deceased Estates

Alex Bernshteyn September 6, 2024 No Comments
Although death duties were abolished in Australia many years ago, a number of tax issues remain which must be handled effectively by legal personal representatives (LPR) such as the administrators…
Read more

Trauma Insurance Fills the Gaps

Alex Bernshteyn September 6, 2024 No Comments
According to an Australian Bureau of Statistics report published in September 2019, cancer is the most common cause of death in Australia accounting for more than 32,000 fatalities in 2018.…
Read more
Next »
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.

Head Office (Melbourne):
14/20 Commercial Road, Melbourne VIC 3004

Geelong Office:
Shop 7 Belmont Walk, Belmont, VIC Australia, 3216

13000 ACTON ( 1300 022 866 )
contactus@actonwealth.com.au 

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.

Quick Links

About Us
Wealth Hub
FSG’s
Knowledge Centre
FAQs
Credit Guides
Privacy Policy
Dispute Resolution Policy and Procedure
Testimonials
News and Resources
Industries
Contact us


Graphic displaying customer reviews rating with 5.0 stars from 167 reviews on ProductReview.com.au

Financial Services

Budgeting & Cash-Flow Management
Investment Advice & Wealth Creation
Insurance Advice & Risk Management
Retirement Planning & Superannuation Advice
Self-Managed Superannuation Fund (SMSF)
Property Investment Advice
Ethical Investment Advice
Lending & Finance
Estate Planning Advice

Calculators

Budget Calculator