Do you associate financial planning with boring suited types obsessing over spreadsheets, property prices and the stock market? Well, we don’t always wear suits, and we often tell a cracking good joke or two (several of us are dads, after all).
Financial planning is fun, inspiring and really pretty exciting… Or at least it can be, with the right team behind you.
Here at ActOn Wealth, we want to contribute to your prosperous and healthy financial future. But we also want you to engage with and be empowered by the experience. In fact, this is an opportunity to see money, savings and investments in a whole new light. So let’s discover and embrace your inner numbers nerd, not be ashamed or scared by it. Trust us - you will be impressed where this can take you (and your bank balance).
Financial planning makes so much sense, and we’re here to show you how and why. So, contact us today and let’s make this fun and fearless.
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36 if 1 not applicable (Q 5, 8, 9)
34 if 2 not applicable (Q 5, 8, 9)
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26-38 if all questions answered
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You’ve clearly made solid progress in building a strong financial foundation. You’re either actively investing, managing your debt, or planning for the future with a great level of intention.
Still, there’s always room for refinement — whether that’s maximising tax efficiency, reviewing your investment strategy, or preparing for big life events like retirement, children’s education or legacy planning.
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You’ve already laid some important groundwork — maybe you’ve started investing, built up super, or set financial goals. That’s fantastic progress.
With a few adjustments, clearer strategies, and some expert support, you could move from financial confidence to real financial empowerment.
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You’re not alone — many Australians feel unsure about where to start. If you’re feeling disorganised, unsure, or worried about the future, now’s the time to take control.
Working with a financial adviser isn’t just for the wealthy — it’s for anyone who wants clarity, confidence, and a roadmap forward.
No matter your score, ActOn Wealth can support you with clear, strategic advice to help you take control of your financial future. Whether it’s optimising your super, reducing tax, planning for retirement or aligning investments with your values – we’re here to help.