ActOn Wealth - Melbourne Financial Advisors
Book a Consultation
Home » Archives for Alex Bernshteyn

Author: Alex Bernshteyn

Smiling healthcare professional wearing blue scrubs and a stethoscope standing outdoors near a medical facility

Common Financial Mistakes Doctors Make

Alex Bernshteyn April 1, 2025 No Comments
(and How to Solve Them) Medical professionals in Australia share common ground when it comes to financial challenges despite their diverse specialisations and career paths. Drawing from our experience providing…
Read more

DIY Insurance – Is It Right for You?

Alex Bernshteyn September 6, 2024 No Comments
Research shows that Australians are under-insured which has led to the proliferation of television advertisements promoting personal insurance cover. Are these quick and easy plans suitable for your family? Research…
Read more
A man working on a laptop in a bright café, reviewing a performance update document on the screen with a coffee cup beside him.

The Upside of a Down Market

Alex Bernshteyn September 6, 2024 No Comments
Most people view share market downturns as unequivocally bad events. Suddenly, hard earned savings aren’t worth as much as they were yesterday. It seems as if our money is evaporating,…
Read more
A couple sitting at a wooden table, looking at a laptop screen with focused expressions, discussing something important.

The Tax Effect on Deceased Estates

Alex Bernshteyn September 6, 2024 No Comments
Although death duties were abolished in Australia many years ago, a number of tax issues remain which must be handled effectively by legal personal representatives (LPR) such as the administrators…
Read more
A friendly female doctor in a yellow blouse with a stethoscope around her neck, smiling while consulting with a patient in a well-lit medical office.

Trauma Insurance Fills the Gaps

Alex Bernshteyn September 6, 2024 No Comments
According to an Australian Bureau of Statistics report published in September 2019, cancer is the most common cause of death in Australia accounting for more than 32,000 fatalities in 2018.…
Read more
A middle-aged couple sitting at a kitchen table, attentively listening to a professional, with documents, a laptop, and a smartphone in front of them.

Debt Recycling

Alex Bernshteyn September 6, 2024 No Comments
Debt recycling is the process of replacing mortgage debt (non-tax deductible), with investment debt (tax deductible). This strategy may enable you to start building wealth while you are still paying…
Read more
A focused professional with grey hair and glasses sitting at a wooden desk, looking at a laptop with hands clasped in thought.

How Can I Invest Safely In The Stock Market?

Alex Bernshteyn September 6, 2024 No Comments
Buying shares is where many investors decide to start their journey. With more than a third of Australians owning investments on the exchange, exploring wealth-building through the stock market is…
Read more
Next »
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.

14/20 Commercial Road, Melbourne VIC 3004
13000 ACTON ( 1300 022 866 )
contactus@actonwealth.com.au 

Logo for a fundraising initiative showing 'Proudly fundraising' in white text on a red background with 'in support of The Smith Family' in blue, indicating a partnership with The Smith Family charity.
Logo of Accredited Aged Care Professional, featuring a purple background with a white abstract design of three rays expanding from a central point, symbolising expertise and professionalism in aged care.
© Copyright ActOn Wealth 2024. | 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.

Quick Links

About Us
Wealth Hub
FSG’s
Knowledge Centre
FAQs
Credit Guides
Privacy Policy
Dispute Resolution Policy and Procedure
Testimonials
News and Resources
Industries
Contact us


Graphic displaying customer reviews rating with 5.0 stars from 167 reviews on ProductReview.com.au

Financial Services

Budgeting & Cash-Flow Management
Investment Advice & Wealth Creation
Insurance Advice & Risk Management
Retirement Planning & Superannuation Advice
Self-Managed Superannuation Fund (SMSF)
Property Investment Advice
Ethical Investment Advice
Lending & Finance
Estate Planning Advice

Calculators

Budget Calculator