ActOn Wealth is a privately owned boutique financial planning firm in Melbourne, dedicated to providing exceptional service to help clients achieve financial security and prosperity. With a team of experienced and professional financial planners, ActOn Wealth offers a comprehensive range of financial services, including budgeting, cash flow management, wealth creation, investment advice, retirement planning, superannuation, estate planning, and lending advice. The firm prides itself on understanding clients’ financial goals and challenges to create achievable roadmaps towards financial security without sacrificing life’s pleasures.
ActOn Wealth’s team of skilled financial advisors in Melbourne is committed to empowering clients to optimize their financial potential in a positive and rewarding manner. By cutting through complexities and offering easy-to-understand financial solutions, the firm aims to make financial planning a fun and educational experience. With a focus on long-term growth and strong industry relationships, ActOn Wealth provides holistic financial solutions, transparent reporting, and impartial advice to maximize clients’ wealth and ensure a comfortable and secure future.
Efficiency and client satisfaction are at the core of ActOn Wealth’s philosophy, with a dedicated advice team offering tailor-made strategies for cash flow management, wealth creation, tax minimization, superannuation, risk protection, and estate planning. The lending team provides strategic credit advice for debt reduction, owner-occupied lending, investment lending, SMSF lending, commercial finance, and asset finance. Additionally, ActOn Property Australia offers end-to-end solutions for property acquisition, sale, subdivision, development advice, feasibility studies, and independent market research, helping clients make informed decisions for their property investments.