There’s a lot of financial uncertainty right now and we’re still here to help. If you need us, we can meet with you via phone or video conference

Frequently asked questions

When is the right time to see a financial adviser?

Put simply, the sooner the better.

In our experience the earlier you get started the more benefit you receive over the life of the relationship with us. There are however some important trigger points that result in people seeking financial advice.

Maybe you have recently gotten married and are thinking of starting a family.

Maybe you are about to purchase a home and want to know how it will impact on your future.

Maybe you are approaching retirement and want to make sure you’re prepared.

Or maybe you simply want to know that you are doing everything you can to better your financial situation and reach your goals.

In saying that, anyone can benefit from optimising their finances, building wealth, reducing debt & tax and protecting their assets.

How can a financial plan benefit me?

With ActOn Wealth, a number of different ways.

We believe in a holistic approach to financial planning and therefore our advisers specialise in a number of different areas.

Cashflow & Budgeting, Financial Modelling & Projections, Investment Advice, Superannuation Advice, Risk Management, Retirement Planning, Estate Planning and Mortgage Broking.

Your strategy might be scoped to a few of these areas or incorporate all of them. It really depends on your situation, your goals and what you’re wanting to get out of your Financial Plan.

How can I meet with an adviser if I’m really busy?

Not to worry.

We understand that life can get pretty hectic sometimes so we’re happy to work around your schedule. Our advisers are available inside or outside of business hours and are happy to catch up in our office, in your home, over the phone or via video conference.

Our goal is to make the process as easy as possible.

How much does it cost to get started?

You shouldn’t have to be wealthy to receive great wealth advice.

We tailor our fees to each client’s individual circumstances to ensure that the benefit they receive from our advice outweighs the cost. Otherwise, what’s the point?

First things first. Get in touch to have a chat with one of our advisers so that we can get an understanding of your situation and goals. From there we can organise your cost and obligation free initial appointment where you will receive professional feedback on your situation and a clear understanding of what we can do to help.

At that point we will be to provide you a transparent and personalised quote on the costs associated with drawing up your financial strategy and turning it into a reality.

Are you aligned to a bank or financial institution?

No. At ActOn Wealth we’re a big believer in strategy-first financial advice and for that reason we operate under our own Australia Financial Services Licence (AFSL: 503734).

That means we’re not influenced in the advice that we give other than to provide the best possible outcomes for our clients. We do not have any in-house products; we constantly research the market to ensure any products we recommend to you are in your best interests. We provide the service of financial advice and charge for that service, similar to your accountant who charges you to do your tax return each year.

That way you can be sure that the advice you are receiving is in your best interest and your best interest alone.