Speak to one of our qualified Financial Advisors today
It's extremely exciting, but coming into a large sum of funds can also be stressful and disconcerting. While you may have enough money to never need to think about money again, all you can think about is money.
A significant windfall can come with its own pitfalls, believing you'll never have to worry about money can lead to distorted thinking and reckless spending. One third of lottery winners end up in a worse financial position than they were in previously.
There are however ways to handle this life changing event. The Financial Advisors at ActOn Wealth can help guide you through this process to ensure that you can take advantage of this amazing opportunity, while ensuring your lifestyle is sustainable for the future.
2021
AWARDS
WINNER
2021
AWARDS
WINNER
Areas
we can assist
Target & goal setting
Long-term financial projections
Investment advice & capital protection
Estate planning
Intergenerational wealth & planning
Tax minimisation
Ongoing advice & financial mentoring
Established relationships with estate lawyers and accountants to complete you support team
Why work
with us?
1 Complimentary initial consultation
2 Tertiary qualified advice team
3 Innovative and streamlined approach
4 Tailored and
goal-oriented advice
5 Proactive and impartial advice process
6 Ongoing financial mentoring and education
Beginning your journey is simple
We meet at your place, online or in our office
Then we get to work and map your journey
Let’s talk about you, and where you want to be
Presentation Day – Your goals, the path and realising the benefits
We provide the tools and know-how to make it happen
A long-term partnership is the key to long-term success!
READ WHAT CLIENTS
ARE SAYING ABOUT US
2021
AWARDS
WINNER
Speak to one of our financial advisers today