Act On Wealth | December 30, 2024

Financial Planning Services - Life’s too precious to leave unplanned.

We only get one shot at life, so it makes sense to make the most of it. With ActOn Wealth’s smart financial planning, you can take control of your future and live the life you’ve always dreamed of. Say goodbye to uncertainty and hello to confidence, knowing your financial path is secure and well-managed.

5 from 174 reviews

We only get one shot at life, so it makes sense to make the most of it. With ActOn Wealth’s smart financial planning, you can take control of your future and live the life you’ve always dreamed of. Say goodbye to uncertainty and hello to confidence, knowing your financial path is secure and well-managed.

Financial Planning Services - Life’s too precious to leave unplanned.

"At ActOn Wealth, we don’t just focus on saving and investing—we help you create a sustainable, actionable plan that works for your unique goals. Whether you need one service or a tailored combination, we’re here to equip you for a brighter financial future."

Act On Wealth

Team ActOn Wealth

Achieve the Financial Life You Deserve

Your Money—Where Will It Take You?

Take the first step towards your financial goals with a personalised plan.

At ActOn Wealth, we believe in tailored solutions because no two clients are the same. Whether you’re looking for straightforward budgeting and cash flow advice or a comprehensive wealth-building strategy, our independent financial advisers in Melbourne will create a plan that’s uniquely yours.

With a focus on your individual needs, we provide the tools, expertise, and support to help you succeed—now and in the future. Let us guide you on the smart path to financial freedom today.

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How to Choose the Right Financial Adviser in Melbourne

A financial adviser can be life-changing. Not only can they simplify complex financial decisions and help you achieve specific lifestyle goals, their expert guidance delivers peace of mind and confidence that youre on the right path to building wealth. But what makes a good financial plan, and how do you find the best fit for you?

All You Need To Know About A Self-Managed Super Fund

In a nutshell, self-managed superannuation funds, also known as SMSFs, are a means to financially plan for your retirement. Here, we uncover everything you need to know to get a clear idea about a self-management super fund. As a second step, why not speak to our team of experts? We can provide a no-cost, no-obligation consultation to understand if a self-managed super fund investment strategy is the best way to build your wealth.

Get Tailored Advice

Achieve Your Financial Goals with Expert Planning
Partner with our financial experts who will tailor a strategy to align with your long-term goals. Whether you're planning for retirement, saving for education, or optimising investments, we guide you every step of the way.
Tailored Lending Solutions for Every Need
Explore a range of lending options crafted to fit your financial situation. From first-home buyers to refinancing or investment loans, our team provides the expertise to secure the best rates and terms for you.
Expert Property Advice for Buyers and Sellers
Maximise your property outcomes with our comprehensive advisory services. Whether you're entering the market for the first time or a seasoned investor, get personalised consultations that drive value and results.

Questions

Why is Financial Planning Important For New Families?

Parents inherently want to care for their children and provide the best possible outcomes for their education, safety, health, and well-being. A solid financial plan forms the backbone to achieve all this and more.

What Are Financial Planning Services?

Our services encompass a wide range of independent advice including budgeting, cashflow management, investing, risk management, superannuation, estate planning and more. We provide a bespoke service to every client Australia-wide.

When should i consider hiring a wealth management advisor?

You should consider hiring a professional financial advisor if you have complex financial needs, require retirement or tax planning, need assistance with estate planning or investment advice, face significant life events, or lack the time or expertise to manage your finances. A qualified and reputable advisor can provide tailored guidance to help you achieve your financial goals, depending on your individual circumstances.

What Others Say

★★★★★

As someone who gets easily baffled by the world of finance, investments, superannuation etc., Anthony from ActOn Wealth made the process of financial planning super easy to understand and was very transparent throughout the whole process. Seeing what he put together for us not only instilled complete trust in the organisation, but also made us excited and confident that we can now see a clear plan for out financial future, making sure we are preparing for a comfortable lifestyle while also being protected for anything that could come out way (whilst also making sure we are still living very comfortable in the present). Strongly recommend Anthony and ActOn Wealth for financial planning!

Couldn't Recommend Highly Enough!!

★★★★★

Blyth has made this whole experience for me so easy, I had no knowledge about the current structure I had in place and fees I was paying. He took the time to educate and help me understand the importance of the insurance policies and how it would benefit me in the future! A massive thank you to Blyth and the Acton Wealth team for the service they have provided, will definitely be recommending them to family & friends!

Exceptional Service With A Financial Planner You Can Trust!

★★★★★

The team at Acton Wealth were great to work with. They were prompt, thorough and very detailed in their assistance with setting up a financial plan for mum’s Aged Care.