
Whether you're just starting your medical journey or are an experienced practitioner, your financial needs are as unique as your profession. ActOn Wealth understands the distinct challenges and opportunities you face and is dedicated to ensuring your financial health thrives. As trusted Melbourne financial planners, we bring the same level of expertise to your wealth management that you bring to your patients’ wellbeing. With the right advice, we can help you achieve transformative, life-changing results.
It doesn’t matter where you are in your career or age, whatever your goals, you stand to benefit from ActOn Wealth’s sound financial planning for medical professionals. Our advice includes how to:
Medical professionals typically face financial scenarios that are quite unique.
ActOn Wealth advisors understand the economic dynamics specific to healthcare professionals. Our strategic financial advice extends across all areas, from budget and cashflow management to the most complex asset protection trusts.
As a boutique financial firm in Melbourne, we are not aligned with any third parties and are therefore free to provide impartial advice that is truly within your best interests.
Contact our financial advisers today for a no-cost, no-obligation meeting.
While you excel in your career, we excel in your finances.
As a medical professional in Australia, you are in a fairly financially unique and privileged situation. Yet you aren ot without significant professional risks. At ActOn Wealth, we specialise in understanding these complexities, helping you mitigate risks while maximising your earning potential to secure a prosperous financial future.
Malpractice claims against healthcare professionals in Australia are, regrettably, commonplace. The perception of medics as high earners with substantial assets often makes them attractive targets for legal action. It is, therefore, imperative to ensure asset protection. This can be achieved by various means, including Trusts or specific business structures.
At ActOn Wealth, we specialise in this niche area for financial planning for medical professionals. We offer considered, researched tailored advice to ensure our clients' wealth is safeguarded against potential legal and financial risks.
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.