ActOn Wealth
5.0

164 reviews

PositivevsNegative
99% · 1631 · 1%

Transparency
4.9
Customer Service
5.0
Outstanding financial expertise
Prompt, efficient and friendly customer service
Quick loan processing turnaround

Reviews

164 reviews
Trisha D.
Trisha D.Victoria
  Verified
Ruby
RubyVictoria
  Verified

Fantastic experience, thank you Hayden!

My partner and I recently purchased our first home and we are so grateful to Hayden for making the whole process such a fantastic and smooth experience. His service has been incredible and we are so happy! Could not recommend Hayden enough, he has been fantastic.
customer
customer3 posts
  Verified
Ben
Ben
  Verified
neagleton
neagletonGreater Melbourne (Inner), VIC
  Verified

Great Support

Was given great advice and have been given peace of mind going forward knowing Acuwealth has my back!! Show reply
Evan Gantzos
Evan GantzosGreater Melbourne (Inner), VIC
  Verified

Aged Care financial plan

The team at Acton Wealth were great to work with. They were prompt, thorough and very detailed in their assistance with setting up a financial plan for mum’s Aged Care. Show reply
Sam 777
Sam 777Greater Melbourne (Outer), VIC2 posts
  Verified

Proactive in finding a great deal

Early this year, Act On Wealth credit advisor HAYDEN DEWAR took the initiative and found a great deal then proactively approached me to offer a deal that can save $10,000+ of interest per year. Show reply
andrewandemma2016
andrewandemma2016
  Verified

Brilliant financial planning and wealth management

Blyth and his team at ActOn Wealth have been managing our finances for over 10 years. Blyth advice is timely and has helped us build our investments for the family including a recent purchase of our dream property. Blyth’s team have provided independent, evidence-based and holistic advice. Highly recommend Show reply
Darcy W.
Darcy W.Greater Melbourne (Inner), VIC
  Verified

Very happy with the service

We have been very happy with the level of individual service and attention from our advisor, Anthony. This has taken a lot of stress, planning, and implementation off our plate. Show reply
Lee-Anne C.
Lee-Anne C.
  Verified

Thrilled by ActOn Wealth's Expertise

We were seeking a new financial advisor and after meeting with several companies, ActOn Wealth stood out from the very first meeting with their genuine caring questions, their knowledgeable responses to our questions which demonstrated their expertise. We found our trusted partner to take us into the future! Thank you ActOn Wealth and specifically Matt! Show reply
Hasnain Ahmed
Hasnain Ahmed2 posts
 

Smooth Service

ActOnWealth is very professional regarding taking care of my financial health for few years now. And I am glad that I have been recommended to have their service.

Hayden & Dael were very helpful and extremely knowledgeable about current banking services in Melbourne. Hayden knew how to handle tough financial situations for clients. With interest rate increasing every month, Hayden & Dael from ActOnWealth got their research done and find the best solution for their clients.

Highly recommended!!!! Show reply

Tess
TessSydney, NSW5 posts
 

Asking question if Reverse Mortgage available

I am happy with the response of Matthew from Act on Wealth Show reply
Transparency
Customer Service
Simon J G.
Simon J G.
  Verified

Long term vision and support

We went to ActOn for investment strategies, but then switched to buying a new place and selling the old. We certainly feel like we put the team through their paces, as we were nervous buyers, but they did a great job explaining, being patient, and making sure the many people involved in the banks, development, and conveyancing all spoke to other and got things sorted. We got a great rate, a terrific final product, and of course a new home! We intend to stay on with ActOn for when our finances resolve and we are once again able to look at investing. We love when a company has a long term vision and that was ActOn. Show reply
John
JohnFar North Queensland, QLD
  Verified

Quality advice and reliable service!

My wife and I appreciated the professional way the advice was presented along with the prompt response to clarifying questions. Show reply
James G
James G2 posts
  Verified

Excellent

Cannot fault the players at Act On Wealth.
Dael and Anthony are the bees knees and will hold your hand if need be to assist you in understanding everything you ask them.
Sign yourself up! Show reply

Questions & Answers

Claire S.
Claire S.

Hi there, I'm seeking independent advice on an investment I'm looking into. Is this something you can provide on a one-off basis?

ActOn Wealth
ActOn Wealth   DM   

Hi Claire, thanks for your question! Any personal advice will need to be in written form and will be covered in a financial plan. No personal advice would be given in a one-off meeting. I hope this helps!

Diane C.
Diane C.

I am 63 and needing retirement advice, just wondering what you charge for this service

ActOn Wealth
ActOn Wealth   DM   
Kaimaha K.
Kaimaha K.

Hello, I am seeking financial advice regarding a retirement plan and transitioning from my usual career into another. Thank you.

ActOn Wealth
ActOn Wealth   DM   

Details

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 as of February 2023, 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's financial advisors in Melbourne 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.
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Contact info for ActOn Wealth

  • ABN: 56619492974

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