What To Do When You Win The Lottery in Australia
They say the chance of winning the lottery in Australia is something like one in over 60 million. So, you’re…
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 do—now and especially into the future. Don’t feel uncertain about what lies ahead—live 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?
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 you—now 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
You can trust and rely on your ActOn Wealth independent financial advisor in Melbourne for many reasons:
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.
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.
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.
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
36 if 1 not applicable (Q 5, 8, 9)
34 if 2 not applicable (Q 5, 8, 9)
32 if 3 not applicable (Q 5, 8, 9)
26-38 if all questions answered
24-36 if 1 not applicable
23-34 if 2 not applicable
21-32 if 3 not applicable
You’ve clearly made solid progress in building a strong financial foundation. You’re either actively investing, managing your debt, or planning for the future with a great level of intention.
Still, there’s always room for refinement — whether that’s maximising tax efficiency, reviewing your investment strategy, or preparing for big life events like retirement, children’s education or legacy planning.
13-25.5 if all questions answered
12-23.5 if 1 not applicable
11-22.5 if 2 not applicable
10-20.5 if 3 not applicable
You’ve already laid some important groundwork — maybe you’ve started investing, built up super, or set financial goals. That’s fantastic progress.
With a few adjustments, clearer strategies, and some expert support, you could move from financial confidence to real financial empowerment.
0-12.5 if all questions answered
0-11.5 if 1 not applicable
0-10.5 if 2 not applicable
0-9.5 if 3 not applicable
You’re not alone — many Australians feel unsure about where to start. If you’re feeling disorganised, unsure, or worried about the future, now’s the time to take control.
Working with a financial adviser isn’t just for the wealthy — it’s for anyone who wants clarity, confidence, and a roadmap forward.
No matter your score, ActOn Wealth can support you with clear, strategic advice to help you take control of your financial future. Whether it’s optimising your super, reducing tax, planning for retirement or aligning investments with your values – we’re here to help.