Expert Advice From Trusted Melbourne Financial Advisors

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.