Live For Today, Plan For Tomorrow

Expert Advice From Trusted Melbourne Financial Advisors

 
When it comes to growing your wealth, success shouldn’t require significant sacrifice. It should be a positive journey that gives you peace of mind and might even spark a genuine passion for planning (never say never!).

Our award-winning financial planners work with clients around Australia to create considered, strategic wealth management solutions. So, if you’re looking for a professional partner to guide you to financial freedom (without the friction), our team is here to help.
IFA Excellence Awards 2023 Finalist badge for Holistic Advice Firm of the Year.
​Holistic Advice Firm Of The Year 2023
IFA Excellence Awards 2023 Finalist badge for Client Servicing Company of the Year.
​Client Servicing Company Of The Year 2023
IFA Excellence Awards 2022 Finalist badge for Practice Principal of the Year.
Practice Principal Of The Year 2022
IFA Excellence Awards 2022 Finalist badge for Self-Licensed Firm of the Year.
Self-Licensed Firm Of The Year 2022
IFA Excellence Awards 2022 Finalist badge for Holistic Advice Firm of the Year.
​Holistic Advice Firm Of The Year 2022
Client Servicing Company Of The Year 2022

Client Servicing Company Of The Year 2022

Client Outcome Of The Year 2022

Client Outcome Of The Year 2022

IFA_SEAL_2020_FINALIST__Client Outcome of the Year-Edit

Client Outcome Of The Year 2020

We Meet You Where You Are

Control Your Financial Wellbeing No Matter Where You Are in Life

No matter where you are in your finances, career, stage of life, knowledge or age, the best time to plan your future is now. ActOn Wealth’s fully certified financial advisers give you the tools and confidence to take that first step towards controlling your wealth and your financial future. You’ve got this (and we’ve got your back).
Your trusted financial planner is with you at every step.
All Your Financial Needs in One Specialist Firm

Comprehensive Wealth Management Melbourne Services

Our highly experienced financial advisory team is skilled in all areas of personal wealth management, from budgeting and cash flow to investments, insurance, lending, estate planning, and more. We’re also fully qualified mortgage brokers and aged care financial advice specialists. Discover our wealth management and investment services.

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Our Approach, Personalised

A Melbourne Financial Advisor Committed to Working With You

ActOn Wealth is one of the leading boutique financial planning firms in Melbourne. Our investment advisors take the time to understand you, your circumstances and your financial goals. We build a bespoke plan that puts you front and centre.
Get a custom financial plan today.
Setting You Up for Success

Financial Advisors Driven by the Best Outcomes For You

What does success look like for you, and how will your finances help make that vision a reality? Whatever the answer, your financial adviser creates a holistic plan with an overarching, unapologetically relentless objective: to grow your wealth.
The path to financial success is a phone call away.
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ActOn Wealth
5.0
Based on 42 reviews
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Trisha D'CruzTrisha D'Cruz
23:43 13 Jun 24
For the past 2.5yrs, we've been working with Blyth and Bella at ActOn Wealth for all our mortgage needs.Their exceptional communication, efficiency, and meticulous attention to detail has ensured a smooth and successful outcome every time, even with tight deadlines.If you're looking for a mortgage broker who goes above and beyond, who can navigate complex situations with ease, and who prioritizes your success, I'd highly recommend Blyth & Bella at ActOn Wealth. They are, without a doubt, an exceptional team!
David CramerDavid Cramer
03:03 07 Dec 23
Been working with Blyth for a year or so, wonderful and proactive service, could not be more helpful
Kiah StewartKiah Stewart
09:50 01 Jul 23
Hayden from Act on Wealth was fantastic with helping me refinance. He ran through all my options and explained everything thoroughly. He made the process super easy!
Jarryd CramerJarryd Cramer
05:48 31 May 23
Blyth was fantastic, extremely professional and helpful in arranging my pre-approval for my first home. Highly recommend
Nasir karimNasir karim
07:05 05 May 23
Fantastic team and quick response to my queries. Enjoyed a lot working with ActOn Wealth!
Karim AssafKarim Assaf
00:08 08 Apr 23
Blyth and Bella were very helpful, and the process was very smooth, and the outcome was very good. I would definitely recommend Acton Wealth.
Jacques BekJacques Bek
04:02 21 May 22
Hayden Dewar is simply the best!From the very first phone conversation Hayden was a huge help.He made the process so simple and easy especially in the bad timing that has affected my finances.I have been using his services for almost 2 years. Hayden was patient, explained all the steps and process, and got me an amazing loan. Always consistent with providing me an outstanding service and best advice.Hayden worked so hard to make sure I got the best possible outcome for my loan. Every time I called in with a question I always get great support, quick action and clarity.I would strongly recommend Hayden to anyone from ActON Wealth!
Steve RuddSteve Rudd
21:15 05 May 22
Working with Act on Wealth for my Financial Situation and Way forward has been a pleasure and the information has been outstanding. The Business shows a level of care and understanding as every-bodies situation is different and sometime complex. I would like to say a Special Thank you to Matthew Jacobson for his support and assistance and look forward to continue working on this journey with him to achieve my financial freedom. Thank you team at Act on Wealth.
Travis FryerTravis Fryer
21:01 07 Feb 22
Matt and Tom from ActOn presented at my workplace. They provided easy to follow guidelines for choosing home loans and how to help position yourself financially for the future. I’ve found thinking about my finances overwhelming, but by speaking with team at ActOn, it’s given me a better understanding and confidence to help reach financial goals. Highly recommend! :)
Hasnain AhmedHasnain Ahmed
06:32 21 Jan 22
Hello!Recently, I have done refinancing through Hayden Dewar from ActOn Wealth.I am completely satisfied with the process Hayden gone through. Hayden has been very hard working, passionate and go to man for the job I had for him. Hayden has been referred to me by one of my very close mate and I am fully satisfied with his work.I am looking forward to work more with Hayden through ActOn Wealth.Highly recommended!Hasnain.
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Planning Your Family’s Future Means Planning Their Freedom

Our Financial Planners Know the Right Advice Can Change Lives

A good finance advisor understands that wealth is a means to an end. What really counts is you and your family's sustained quality of life. The way to achieve this is with a financial plan that protects, manages and grows your wealth now and into the future. And that’s the kind of work our Melbourne financial advisors relish.
Schedule a complimentary meeting today.
Finding a Simple Way to Secure Tomorrow

We Make Financial Advice Easy and Enjoyable

Growing your wealth and financial security should not come at great expense or sacrifice. It also shouldn’t involve emotion-led decisions. Our objective, independent financial advisors are behind you to make this an exciting and empowering experience. Don’t be surprised if you really enjoy yourself!
Don’t let emotions sabotage your finances. Schedule your free icebreaker call.
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Contact Your Leading Financial Advisor in Melbourne

Our award-winning financial advisory service prides itself on offering the best independent, transparent and bespoke advice. Contact us today for a no-obligation, no-cost initial meeting and discover what makes us the right growth partners for you.
We’ll get the results you’re after.

Frequently asked questions

Our financial planning Melbourne firm was founded in 2017 with the intention to provide Australians with independent, meticulously researched holistic financial advice. Since launching, our team of 13 has expanded our service offering to include aged care financial advice and some of the top property investment advisors in Melbourne.

We saw the opportunity to establish a boutique wealth advisory firm that treats its customers as VIPs, not numbers swallowed up by multinationals. Everyone on our team has seen first-hand how thoughtful, strategic financial advice has the power to change lives, and that is what motivates us every day. 

Yes, we are fully regulated, accredited and industry-approved financial planners.

ActOn Wealth is not associated with any third parties, which ensures our wealth management advice is impartial and unbiassed. Clients, therefore, have 100% peace of mind that recommendations are in their best interests rather than the interests of their wealth advisor. 

In addition, ActOn Wealth has a valid Australian Financial Services (AFS) license issued by the Australian Securities and Investment Commission (ASIC), which enables us to provide financial services. 

The cost of our wealth-growing services depends on the level of planning required, the duration of our partnership with you, and other factors. We prepare fair and reasonable estimates based on your situation, so contact our team for more information. 

Our top-rated financial advisors are based in Melbourne, but we provide an Australia-wide service. No matter where you are in the country, we can connect remotely and assist you. 

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ActOn Wealth is a privately owned boutique financial planning firm in Melbourne. 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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