Highly recommended to everyone. Excellent service and nothing is too much
The team at Acton Wealth have been fantastic in preparing a long term financial plan for myself. They took the time to get to know me very well to understand my goals and plans for the future.
Blyth and the team made sure to answer any questions I had in a way so I had full understanding and confidence in what was proposed.
If you are looking for attention to detail and a team who will go over and above with customer service then look no further!
Kim and Craig
Outstanding Understanding and Customer Service
When it comes to financial planning and making significant investments for your future wealth, it’s incredibly important to have an adviser you can trust implicitly to help achieve your goals. Blyth and the Act On Wealth team have been that adviser for us. Throughout every stage of the process, they have demonstrated their deep understanding of our current position, our immediate lifestyle needs, and future aspirations. Importantly, they recognize our appetite for risk and knowledge of the investment market and tailor their approach to help us clearly understand their recommendations and advice. On an ongoing basis, Blyth has provided outstanding customer service, never more than a phone call or meeting away to work though any questions we have, or changes that arise. We would highly recommend Act On Wealth to any of our friends and family.
The service from Acton Wealth was exceptional. From attention to detail, personal service, & follow ups. I couldn’t have asked for more. I'd highly recommended Acton to anyone looking to refinance or secure a loan.
Improved Retirement planning
Several members of our extended family have had their financial planning improved though ActOn Wealth so, as I approach retirement, it seemed fitting to have our circumstances reviewed by them. Blyth has been thorough and his proposed plan for us will have significant benefits for us in retirement. He has been pleasant to deal with and we look forward to a long, lasting relationship.
Providing exceptional value and service to clients and improving our future
After watching interest rates steadily increase across two mortgages we held, we approached Blyth and the ActOn Wealth team for advice on what other options were available to us. Our mortgages were held across two different banks and there were other complicating factors involved so we did not anticipate much improvement. However we were surprised to find out that we would be able to make significant savings through working with Blyth and the team. Blyth provided a level of service that was truly outstanding - when I called or emailed Blyth with queries, we were made to feel like we were his most important client every time. Every query we had would be answered promptly and with a level of enthusiasm that we have yet to encounter in any industry. Blyth also took it upon himself to deal with every issue presented during this process personally and kept us continually informed along the way.
After we received the remortgaging options from Blyth, we were guided through step by step on how we would be best to structure the facilities to provide us with the best savings. As a result of the remortgaging and restructuring, we will be saving ourselves a significant amount of money on interest and have our mortgages paid off within a quicker time-frame. A better outcome that we could have ever imagined.
We look forward to gaining further financial advice from Blyth and the ActOn wealth team into the future.
Quality Service and a customer for life!
At 27 years old, my wife and I have been talking about what to do next. After a conversation with a friend a work, he recommended I reach out to ActOn Wealth. After just a short discussion, Blyth recognised that our Super funds where not performing, our insurance’s were WAY over the top, we definitely didn’t have the best home loan rate and we weren’t exacting putting money aside. Fast forward a few months and we have more savings, AND a better spread of insurances, lower home loan repayments and an investment strategy that offers security for the future. Blyth and the team at ActOn Wealth have shown us a better way to spend our money and all the while been fun, personable and professional throughout the entire process. We cannot wait to catch up with Blyth again, review our position and plan the next goal!
Sound, Sensible Financial Advice
I have known Blyth for most of his life. So, for me, it was a no brainer to go to someone that I know, trust and respect. Blyth was able to help me with Superannuation and income protection advice and other financial matters. They are prompt, precise and efficient when it comes to financial matters. Blyth and the team have provided us with sound and sensible advice across our financial portfolio. They are well researched and continue to educate us. I highly recommend Blyth and the Team at ActOnWealth.
Excellent service and personalised advice with our best interests in mind
I've worked with Blyth for over 7 years now and he has been nothing short of exceptional. He is very knowledgeable in many different areas and the advice from him and his team has put us in a great position financially. He's also a great guy and very easy to deal with. Would highly recommend him and the team at ActOn Wealth if you are looking for someone to help you with your finances
Nick and Lynne
What fantastic service!!
We would like to express our thanks to Shannon of ActOn Wealth for his wonderful assistance with all things financial. With his help we are achieving so many goals we would never have thought possible. We would highly recommend ActOn Wealth to all.
Nick and Lynne.
Great Team! Highly recommend
I have known and previously worked with the team members of ActOn Wealth for 6 years, they are extremely diligent and good at what they do. They genuinely care and strive to make a difference in their clients lives. I highly recommend them.
Thanks ActOn Wealth for helping me with my First Home purchase!
The team at ActOn Wealth have recently assisted me with my first home purchase, and I couldn't have asked for a better service. Applying for a home loan was particularly daunting, and finance isn't something that I understand, so to have someone there to guide me through was exactly what I needed. They answered all of the questions I had, and kept me up to date with exactly where my loan was at. Being my first home purchase, this was really important to me.
If you are after advisers who genuinely care about their clients and who have amazing communication skills, then you can't go past ActOn Wealth.
Exceptional service with a financial planner you can trust!
Blyth has made this whole experience for me so easy, I had no knowledge about the current structure I had in place and fees I was paying. He took the time to educate and help me understand the importance of the insurance policies and how it would benefit me in the future! A massive thank you to Blyth and the Acton Wealth team for the service they have provided, will definitely be recommending them to family & friends!
A team you can rely on!
Being on my own and having to make my own financial decisions has been daunting, but having Blyth and his team at ActOn Wealth assist and explain to me carefully what I am doing with my investments has been reassuring. They have helped to arrange my finances to save a large amount in fees that I didn’t know I was being charged and I am more than satisfied with their service.
Providing a great service
Blyth and ActOn Wealth have helped me and my wife with investing, super and insurance. We couldn't be happier with the service that they have provided.
ActOn Wealth have helped me significantly with the investing of my money and they have also given me a greater understanding of my spending. I have been really pleased with their service and I wouldn’t hesitate to recommend them to anyone.
Looking for financial freedom with someone you can trust then see Blyth and the team at ActOn Wealth
If you are interested in having a financial advisor that knows you and your families needs, passions and life goals now and into the future and works with you to deliver these successfully then you cant go past Blyth and the team at ActOn Wealth. Over the journey Blyth and members of the team have developed clear plans that have maximized our income, assisting us to build our property portfolio, ensuring that all appropriate safety support structures were set up and go on overseas family holiday's.
The team at ActOn are personable, flexible and try to understand you to ensure that the plan developed is achievable and successful. I have spoken to many of my colleagues re their services with 3 of them also taking the opportunity to build their wealth with Blyth and ActOn. After experiencing multiple so called financial professionals over the years, you certainly cant go wrong taking the time to catch up and hear what they have to say.
ActOn Wealth...an excellent experience!
My husband and I engaged ActOn Wealth to help us set up our life and income protection insurance. Our advisor was responsive, friendly, professional, flexible in times he could meet with us and really on the ball with the whole process. We were able to get our policies set up quickly and achieve that peace of mind we were seeking. Thanks ActOn Wealth for helping us protect our family against the unexpected. We will certainly be recommending them to our friends and family.
Out with the old...
Given recent public exposure of the diabolical state of the big financial advisory businesses – I thought it was timely to write about my experience with boutique financial planners ActOn Wealth. What I loved about their service was not only their experience of the products in which they’re providing advice, but the fact they took time to understand precisely what my needs were and tailor advice to suit . At no stage did I feel like I was being sold something I didn’t need, which is a problem you can’t escape at the big end of town. Overall a 5 star experience from both a technical and personal service perspective, thank you.
attention to detail and genuinely cared about us!
We first met Blyth a few years ago when we were clueless about our financial plans for the future and how these decisions impact our future. Being young and both working full time we though that it meant that we didn't need to think much about our retirement plan and where we can invest our time and money. In just one meeting, Blyth not only gave us a clear path but peace of mind, it was then we decided that he was our guy! Blyth was honest, straight forward and was not afraid to provide us with reasonable budgeting tools. Over the last few years with his guidance we have managed to purchase our 3rd home, set up a long term savings plan and even budget on buying a few 'want' items on our list. I could not recommend Blyth and the team enough for all the hard work and efforts in our well being and our financial plans. He is a great guy, we've built not only a professional relationship with Blyth but a friendship that will last a lifetime.
We are currently using ActOn Wealth as our financial planners and are extremely happy with the service. Blyth has been exceptional at managing our finances and investments, with every detail taken care of, giving us peace of mind every step of the way. He has been highly motivating and performs every aspect of his job with integrity. Can't recommend highly enough and we wish we'd met him 10 years earlier.
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