Proactive in finding a great dealEarly 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.
Brilliant financial planning and wealth managementBlyth 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
Very happy with the serviceWe 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.
Thrilled by ActOn Wealth's ExpertiseWe 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!
Smooth ServiceActOnWealth 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
Asking question if Reverse Mortgage availableI am happy with the response of Matthew from Act on Wealth Show reply
Long term vision and supportWe 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
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
ExcellentCannot 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
Clear prompt financial adviceSo happy to be able to call Anthony for any advice during the year. Appreciate the time and effort to clearly explain things to me. Show reply
Fantastic Advice and ServiceThe service and advice I've been given by Anthony over my first twelve months with ActOn Wealth has been very positive and has kept me on track to reach my ultimate goal. Would recommend Anthony and ActOn Wealth to anyone. Show reply
Made things seamless, from start to finishAct on Wealth have played a critical role in our family's financial journey for many years. Most recently they have helped us purchase a home, by taking the lead in sourcing us the most appropriate loan and then following up with the bank every step of the way. We look forward to utilising ActOn Wealth for many years to come and make no hesitation in recommending others to do the same. Show reply
Great service as always!Hayden and Thomas always give us great service.
Any question we have is always promptly dealt with.
Great service. Show reply
Great serviceSmooth process, Hayden help us to get this done in time with minimum hassle. Show reply
Constant Errors - No attention to detailFrom the get go mistakes. Inaccurate numbers. Incorrect details used setting up accounts - wrong DOB, incorrect postal address. Sent completed forms to me asking to complete so they can lodge. Advisor didn’t know why a fee was charged and had to follow up to find out and then said it was correct. The only thing they got right was [Content Removed] out for them. Terrible service. I am no longer a customer. I’ve lost money immediately.
Questions & Answers
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?
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!
I am 63 and needing retirement advice, just wondering what you charge for this service
Hi Diane, thank you for reaching out. Certainly an area we can provide assistance with. At ActOn Wealth we operate on a fee for service basis, this means the cost of a Financial Plan will largely be b... Read moreased on the amount of work that will go into it and the areas of advice you're wanting to cover. It's quite difficult for us to provide an exact quote at this stage without knowing your situation. Everyone's financial situation and goals are unique, that's why we offer a complimentary initial consultation so that we can gain a thorough understanding of your situation, and in turn, an accurate idea of what would be included in your Financial Plan along with the associated costs. If you would like to organise an initial meeting feel free to reach out to us at firstname.lastname@example.org or 1300 022 866. Thanks, Diane.
Hello, I am seeking financial advice regarding a retirement plan and transitioning from my usual career into another. Thank you.
Hi Kaimaha, thanks for your question! These are areas that we can certainly assist with. Please feel free to get in touch with us directly through email (email@example.com) or phone (1300 0... Read more22 866) to speak with one of our advisers and book in an initial consultation.
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.
Contact info for ActOn Wealth
- ABN: 56619492974
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