Wealth Creation

Investing can be pretty daunting with seemingly endless options and possibilities. In order to create the right investment strategy, we first need to understand why we’re investing. We’re here to help you figure that out.

Maximising wealth for our clients across all asset classes

A solid investment strategy is one that’s diversified, stable, consistent and unsurprising. Sound boring? Good, it should be.

We will work with you to develop an investment strategy that gets you from point A to your end goal at point B using an investment vehicle that fits within your risk profile, investment preferences and comfort zone.

It’s not just our job to recommend the strategy, it’s our job to educate you on the reasoning behind that strategy so that you can move forward with the confidence that you are on track to meeting your goals.

Looking to maximise your wealth?

Areas we can assist

We provide our clients with diversified investment solutions tailored to their needs.

Direct shares

Borrowing to invest

Fixed interest securities

Managed investments

Direct property

Term Deposits

Why work with us?

Independent & tertiary qualified investment committee

Streamlined implementation service

Transparent and high-level reporting

Non-institutionally aligned

Ongoing investment support

Impartial advice process

 12/37-39 Albert Road Melbourne VIC 3004
 13000 ACTON
(03) 8692 6959
ActOn Wealth is a privately owned boutique financial planning firm. Our number one focus is our clients.
We strive to provide an exceptional service to help you achieve financial security and prosperity.
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© Copyright ActOn Wealth 2019. | All Rights Reserved. ABN: 56 619 492 974 Corporate Authorised Representative of National Planning Partners Pty Ltd ABN 25 620 741 326 (Representative No. 1270401) Australian Financial Services License 503734.  Squared Home Loans Pty Ltd ACN 162 675 050, Credit Representative 436415 is authorised under Australian Credit Licence 384704.