Financial Services
Whether you’re approaching retirement, estate planning, buying a first home, setting up a self-managed super fund or just trying to get your head around how to budget, the ActOn Wealth team is here to help.
As fully-qualified, independent financial advisors and mortgage brokers, we provide tailored, holistic and meticulously researched advice that you can trust. And we’re big believers in enjoying the journey as much as the destination. We get a kick out of seeing clients grow their financial literacy and confidence along with their wealth.
No matter what your stage of life, financial knowledge or personal situation, there’s never a better time to become financially secure.
“ActOn Wealth have turned my future around!”
- Customer Melanie, Greater Melbourne.
Grow your wealth with our financial planning
Smart wealth building is about much more than saving and investing. Our financial advice includes several services you can approach individually or combine to deliver maximum return. Whatever your goals, we create sustainable achievable financial plans that work for you, not the other way around.
Trusted financial planning advice
We are certified financial planners acting independently. This means we are not obliged to align ourselves with any specific financial products. As such, you can have complete confidence that our recommendations are impartial and based on what is best for you, not what’s best for us.
In fact, every member of our team is required to begin any task with the same question, “is this in my client’s best interest?” The answer always leads us to the right financial solution for you. Consider us reliable and dedicated support on your journey to becoming financially secure.
“Trust is such an important factor in this area… and we have that here. We have an investment strategy and have been able to achieve major goals like realising our dream of building our business and home.”
- Customer Amanda, Central Highlands & Goldfields
Cashflow & Budgeting
Investment advice
Insurance advice
Retirement planning and superannuation
Self-managed superannuation
Property advice
Estate planning
Lending
Ethical investment advice
Why ActOn Wealth for finance & investment advice?
One of the highest-rated financial services businesses in the country with a flawless 5-star rating on Google and ProductReview
90% of new customers appoint us as their ongoing advisors
Full-time Customer Experience Manager responsible for making every client a VIP
50% of business is through other customers recommending us to friends & family
Fully-qualified mortgage brokers means we find the best mortgage based on your finances and tax, not just the lowest interest rates
Tertiary-educated, highly experienced and skilled team members
We listen to you, we don’t talk finance at you
Not a numbers person? We empower you with financial knowledge & skills. Trust us - you’ll come to love numbers!
“[He] came back with a plan… getting closer to my goals than I ever thought was possible. I was thrilled! My only regret is that I wish that I had met with him sooner.”
- Customer Sally
How it works
Let’s meet
We catch up for a no-cost, no-obligation meeting to understand where you’re at and for you to make sure we’re the right fit for you.
Data discovery
You’ve decided we’re the right financial planning team for you. So now we delve into the detail understanding things like your comfort level with risk and strategies that might work best for you.
Research time
Now the team forensically assesses all the information gathered. In doing so, we develop a clear understanding of the best path for you to take.
We present
We’ve developed a tailored wealth management plan that we step you through in detail, ensuring you understand the rationale behind every recommendation.
Time for take-off
You’ve given us your feedback, we’ve gone back and forth over detail, now it’s time to implement the plans you’ve approved.
Monitor & review
We keep a keen eye on all work undertaken and how it is progressing. This is never a linear path and it’s important we stay in touch to respond to any twists and turns along the way.
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Contact the best financial advisers
Whether you’re in Melbourne or interstate, online or in-person, book a free consultation with an ActOn Wealth local financial advisor. Let’s meet for an initial discussion so we can make sure we’re the right fit for each other. Like so many other clients, you’ll be surprised at just how achievable financial freedom can be…
Contact us to discuss the best financial services for you
