Logo of ActOn Wealth featuring the text 'ActOn Wealth' in blue with the tagline 'Act on Your Future' in a smaller font below, set against a clean white background.
Book a Consultation
Home » Business Purchase

Are you looking to exit the financial services industry with the impending FASEA changes?

Are you thinking of selling your client book?

Look no further.

Deal directly with ActOn Wealth and eliminate the middleman.

Speak with us today

Why choose us?

Non-aligned dealer group
No brokerage fees
Attractive multiples paid
Fast settlement terms
Seamless client transition
Holistic planning process
Experienced adviser base
Paper files acceptable
Award winning customer service
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.

14/20 Commercial Road, Melbourne VIC 3004
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
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