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Life’s too precious to let it go unplanned

We all get one go at life, so it stands to reason you want to make the most out of it. With smart financial planning from ActOn Wealth, that’s exactly what you can donow and especially into the future. Don’t feel uncertain about what lies aheadlive your best life with the confidence and security that everything’s under control. With us by your side, you’ve got this. 

Your money - where will it take you?

A Carefully Crafted Approach to Help You Achieve the Financial Life You Deserve

Professional Financial Advisory Services

When our independent financial advisors in Melbourne create a wealth-building plan, we put you first. There’s no such thing as a cookie cut-out financial plan. Whilst one person might benefit enormously from simple budget, cashflow and investment direction, someone else might require a complex wealth-building strategy encompassing many services. Whatever you need, we provide the best financial services for younow and well into the future. Let us show you the smart way to financial planning today. 

[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
ActOn Wealth
5.0
Based on 42 reviews
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Trisha D'CruzTrisha D'Cruz
23:43 13 Jun 24
For the past 2.5yrs, we've been working with Blyth and Bella at ActOn Wealth for all our mortgage needs.Their exceptional communication, efficiency, and meticulous attention to detail has ensured a smooth and successful outcome every time, even with tight deadlines.If you're looking for a mortgage broker who goes above and beyond, who can navigate complex situations with ease, and who prioritizes your success, I'd highly recommend Blyth & Bella at ActOn Wealth. They are, without a doubt, an exceptional team!
David CramerDavid Cramer
03:03 07 Dec 23
Been working with Blyth for a year or so, wonderful and proactive service, could not be more helpful
Kiah StewartKiah Stewart
09:50 01 Jul 23
Hayden from Act on Wealth was fantastic with helping me refinance. He ran through all my options and explained everything thoroughly. He made the process super easy!
Jarryd CramerJarryd Cramer
05:48 31 May 23
Blyth was fantastic, extremely professional and helpful in arranging my pre-approval for my first home. Highly recommend
Nasir karimNasir karim
07:05 05 May 23
Fantastic team and quick response to my queries. Enjoyed a lot working with ActOn Wealth!
Karim AssafKarim Assaf
00:08 08 Apr 23
Blyth and Bella were very helpful, and the process was very smooth, and the outcome was very good. I would definitely recommend Acton Wealth.
Jacques BekJacques Bek
04:02 21 May 22
Hayden Dewar is simply the best!From the very first phone conversation Hayden was a huge help.He made the process so simple and easy especially in the bad timing that has affected my finances.I have been using his services for almost 2 years. Hayden was patient, explained all the steps and process, and got me an amazing loan. Always consistent with providing me an outstanding service and best advice.Hayden worked so hard to make sure I got the best possible outcome for my loan. Every time I called in with a question I always get great support, quick action and clarity.I would strongly recommend Hayden to anyone from ActON Wealth!
Steve RuddSteve Rudd
21:15 05 May 22
Working with Act on Wealth for my Financial Situation and Way forward has been a pleasure and the information has been outstanding. The Business shows a level of care and understanding as every-bodies situation is different and sometime complex. I would like to say a Special Thank you to Matthew Jacobson for his support and assistance and look forward to continue working on this journey with him to achieve my financial freedom. Thank you team at Act on Wealth.
Travis FryerTravis Fryer
21:01 07 Feb 22
Matt and Tom from ActOn presented at my workplace. They provided easy to follow guidelines for choosing home loans and how to help position yourself financially for the future. I’ve found thinking about my finances overwhelming, but by speaking with team at ActOn, it’s given me a better understanding and confidence to help reach financial goals. Highly recommend! :)
Hasnain AhmedHasnain Ahmed
06:32 21 Jan 22
Hello!Recently, I have done refinancing through Hayden Dewar from ActOn Wealth.I am completely satisfied with the process Hayden gone through. Hayden has been very hard working, passionate and go to man for the job I had for him. Hayden has been referred to me by one of my very close mate and I am fully satisfied with his work.I am looking forward to work more with Hayden through ActOn Wealth.Highly recommended!Hasnain.
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Guiding You to Financial Freedom Every Step of The Way

Why ActOn Wealth for finance & investment advice?

You can trust and rely on your ActOn Wealth independent financial advisor in Melbourne for many reasons:

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!

Financial Services Near Me

It’s easy to find us! Our Melbourne financial advisors are based in South Melbourne on the edge of the CBD. However, we’re available Australia-wide via remote services. Make an enquiry today.

Contact Us For Independent Financial Advice Melbourne

Smart wealth building is about much more than saving and investing. Our services enable you to select individual advice or a combination for maximum return. Whatever your goals, we create sustainable achievable plans that work for you.

ActOn Wealth - equipping you for a brighter financial future.

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FAQs About Our Financial Advice Services

Our services encompass a wide range of independent advice including budgeting, cashflow management, investing, risk management, superannuation, estate planning and more. We provide a bespoke service to every client Australia-wide. 

Yes, we are fully regulated, industry-approved and accredited. We have Australian Securities and Investments Commission (ASIC) authorisation to conduct our business and we follow the standards set by the Financial Adviser Standards and Ethics Authority (FASEA). Our independent, certified professionals who adhere to all relevant regulations and industry guidelines, offering the highest possible level of client service and protection.

The cost of our wealth planning services depends on the areas of assistance you require and their level of complexity. Rest assured, our financial advisors in Melbourne offer competitive, realistic fees based on your circumstances and needs. Start by arranging a no-cost, no-obligation initial conversation. We can provide you with a solid fee estimate after this meeting.

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.
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