Outstanding financial expertise
Prompt, efficient and friendly customer service
Great service provided!
Hayden provided a very comprehensive and easy process during our re-finance! Everything was explained in layman’s terms and he made the whole process very simple! Thanks for everything Hayden D!
Hayden was very professional, thorough and courteous. he made a difficult task very simple and easy for me to follow and understand. I would highly recommend Hayden to other friends.
Finally excited for my financial future.
Blyth and the team have provided a clear strategy in line with my goals and have been in constant communication on how to achieve them. Excited for the future together.
I discovered ActOn Wealth by accident when I was reviewing another company on www.productreview.com. ActOn Wealth's reviews stood out and I was so impressed that I booked a call and I wasn't disappointed. The whole process from their website, follow up calls, our financial plan presentation, systems, products and their customer service has been outstanding.
Matt's level of service is second to none. What really stands out is his passion for what he does and the level to which he cares about his clients. We don't have millions to invest, but...that didn't matter to Matt as he just wanted to make sure that he understood what our goals were and he was determined to create the best plan that would help us fulfil that. Matt has a high level of attention to detail and went above and beyond in creating our Financial Plan. He took the time to answer all of our questions and we never felt judged by our situation. In fact we left our presentation feeling empowered with clarity and certainty about our direction that we have never had in the past. Matt made us feel completely comfortable and at ease through out all of our interactions with him. We are excited to implement our financial plan and continue working with Matt, knowing that we have his incredible support and we don't have to do this on our own anymore. My husband and I highly recommend Matt from ActOn Wealth.
So far, so Excellent
We are at the beginning of our journey with the ActOn Wealth team and so far are extremely impressed. Matthew has listened to us and our needs and has worked towards our goals and not theirs and has also been very open and clear with his findings and plans for our financial future. Cost wise ActOn Wealth have been extremely competitive compared to what we were offered through both our banks and superannuation companies. A high recommendation is deserved and we look forward to a mutual, long term relationship.
I have been dealing with Thomas in relation to my financial plan which has been great and was introduced to Hayden to assist with my mortgage refinance. It has been great to work on the refinance with Hayden and he has been able to secure us a good deal and provided us good advice. I would highly recommend them.
Great service. Very helpful.
Matt and Hayden were very helpful in organising a long term financial plan for my wife and I and refinancing our loans to help us save on tax and maximize our investment growth. We would definitely recommend ACT.
Detailed advice backed up with fantastic customer service
Matt provided solid advice backed by research and data. His professionalism and customer service in terms of maintaining contact and providing comparisons/options customised to my situation was outstanding considering the cookie cutter advice that other companies have sent through.
The financial systems that ActOn Wealth have arranged are already showing significant growth and I couldn't be happier.
Great Help From Day One
Both Hayden and Thomas have just helped my husband and myself refinance our home loan. Hayden was great from the start and helped us with any questions we had and answered our calls anytime. Anytime Hayden was unavailable Thomas assisted us also. Between the two of them the whole process ran smoothly and is all complete and we are very happy with the outcome.
Impressive Market and Product Knowledge
My husband and I moved to ActOn Wealth nine months ago. It was in the middle of the Melbourne lockdown and the COVID meltdown had already washed over our superannuation. Blyth Staley took over our portfolio and the thing that impressed us was his market and product knowledge. He gave us data and researched-based advice. We interrogated that advice and its suitability for us. We have been nothing less than impressed with the growth in our superannuation. He arranged access to two platforms that, with the apps installed on our phones, gave us rea...l-time valuations and updates on our assets. We just met for a review meeting and we're still here at ActOn Wealth. Our funds have experienced double digit growth since joining ActOn Wealth; what's not to like?
Have been working with Blyth over the past few months and very happy with the advice and service we're received. Good peace of mind to know we're sorting out our finances with a team that really knows their stuff.
Amazing Service End to End
Hayden and the team at Act On Wealth have been nothing short of amazing with helping us secure our home loan to build our first ever home.
From start to finish, Hayden has been nothing short of amazing. He has always been upfront about his thoughts on what we would be able to secure, and has always delivered on all communication and service that he has said he would.
During the process, Hayden did take a (well deserved) weeks leave, and handed us seamlessly over to Blythe who delivered the exact same level of communication and service.
Could not recommend these guys enough - they made what is an incredibly stressful time in our life as painless as possible! Thanks so much for everything!
i have bean dealing with matthew from acton wealth for the past several months, everything is made easy to understand and very informative to help towards my financial goals for the short term and the future.
Simply The Best!
I was fortunate indeed to pick Matthew's number out of the list on google.
He has been more than an adviser to my wife and I, and has been ever ready to assist above and beyond the call in whatever way he can.
We are by no means wealthy, but he has treated us as he would a millionaire. Thank you for this opportunity to acknowledge someone so good in his job with such consummate people skills.
Matthew is a credit to your business and profession. On the dealings we have enjoyed with him I would recommend Acton Wealth any time.
The service I received from Hayden during the refinancing of my loan and settlement of the loan was excellent. he maintained constant communication and was thoroughly professional during the process.
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ActOn Wealth's boutique financial planning style puts personalised financial help at the forefront of every client interaction. Tailored and goal-orientated advice is paired with ongoing financial mentoring and education, for holistic financial solutions that carry forward into the future.
Points of praise for ActOn Wealth:
- With a flawless 5-star rating and zero ratings below than 5 stars as at November 2020, it’s immediately clear that ActOn Wealth is a financial planner with a proven track record.
- ActOn Wealth provided informed and professional financial advice that was workable and effective. One reviewer aptly commented, ‘Their professionalism, knowledge and attention to detail is outstanding.’
- Friendly and helpful customer service was widely praised, with ActOn Wealth being quick to respond to client questions
- ActOn Wealth financial professionals often provided several solutions when it came to home loan borrowing. Many reviewers cited a quick loan approval turnaround, thanks to brokers expertise in putting together applications and overseeing the process
- Reviewers consistently praised ActOn Wealth’s brokerage team for its high quality help and advice – as well as saving borrowers' money.
ActOn Wealth certainly acted on their client’s wishes to expand their wealth portfolios – so much so, that it’s the 2021 Award Winner for Best Financial Planning Service. Top points were awarded for ActOn’s transparency regarding its business practices and for its stellar customer service.
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