Australia's highest rated Financial Advisors

Providing you with the support to ensure that your wealth remains safely managed for the long-term.

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Speak to one of our qualified Financial Advisors today

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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

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Target & goal setting

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Long-term financial projections

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Investment advice & capital protection

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Estate planning

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Intergenerational wealth & planning

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Tax minimisation

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Ongoing advice & financial mentoring

Established relationships with estate lawyers and accountants to complete you support team

Why work

with us?

Complimentary initial consultation

Tertiary qualified advice team

Innovative and streamlined approach

Tailored and

goal-oriented advice

Proactive and impartial advice process

Ongoing financial mentoring and education

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See why we have 100+ five star reviews

Beginning your journey is simple

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We meet at your place, online or in our office

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Then we get to work and map your journey

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Let’s talk about you, and where you want to be

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Presentation Day – Your goals, the path and realising the benefits

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We provide the tools and know-how to make it happen

A long-term partnership is the key to long-term success!

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READ WHAT CLIENTS

ARE SAYING ABOUT US

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2021

AWARDS

WINNER

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Speak to one of our financial advisers today