How to Choose the Right Financial Adviser For You
A financial adviser can be life-changing. Not only can they simplify complex financial decisions and help you achieve specific lifestyle…
Is your will up to date? If not, you risk leaving the people you care about (and the assets you’ve worked so hard to build) vulnerable. Avoid handing over the distribution of your estate to others. Instead, speak to a specialist advisor from our ActOn Wealth estate planning Melbourne team, and let’s ensure the right people are looked after as you intended.
Look after those you love with an up-to-date estate plan.
Dying without a will means you die intestate, and specific laws dictate how your wealth should be distributed. A proper estate plan protects your assets and provides for your family in the event of incapacitation or death. Good estate planning also ensures that ‘non-estate’ assets (including superannuation, life insurance, jointly owned assets and assets owned in a trust or companies). The right professional advice can make all the difference.
Ensure you’re in control of your estate, not anyone else.
An excellent financial advisor considers wills as part of a client’s overall financial plan. Our estate financial planning experts explore every element to ensure you feel secure about your state of affairs. Our specialist advice includes:
Estate planning in Australia is a comprehensive process that manages your financial affairs, ensuring your assets are protected and distributed according to your wishes. A will, on the other hand, is a crucial legal document that outlines asset distribution after death and appoints an executor. While a will is an essential component, estate planning covers a broader scope, providing a more complete approach to safeguarding your wealth and supporting your loved ones' future.
Yes, strategic planning can help minimise your estate taxes. Our financial advisors in Melbourne are skilled at devising tax-efficient estate plans.
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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.
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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.
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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.