ActOn Wealth

From Dream to Keys in Hand – I cannot speak highly enough of Elpida's exceptional service as a mortgage broker. Her support throughout my first home buying journey was absolutely outstanding, going above and beyond what I expected. From our very first interaction, Elpida demonstrated remarkable patience and expertise. She guided me through every step of the process, starting… Read more ·  1

with a detailed assessment of my borrowing capacity, helping me prepare for the First Home Buyer's application, and finding the most suitable lender for my circumstances.

What sets Elpida apart is her genuine care for her clients. Despite working remotely, she made me feel like she was just next door - always accessible and responsive. Her communication was clear, prompt, and professional throughout the entire process, from initial consultation through to settlement. I particularly appreciated her proactive approach. Even after settlement, Elpida followed up to ensure I was settling well into my new home and managing my mortgage comfortably. This level of after-service care truly shows how she values long-term client relationships.

Elpida turned what could have been a stressful mortgage journey into a smooth and manageable experience. Her comprehensive knowledge, attention to detail, and genuine care made all the difference. If you're looking for a mortgage broker who truly puts their clients first, I wholeheartedly recommend Elpida.

Thank you for making my dream of homeownership a reality!

Highly recommend – We’ve had the pleasure of working with Blyth and Act on Wealth as our financial advisor, and the experience exceeded our expectations. From the outset, Blyth and the team demonstrated deep expertise in navigating the complexities of our personal finance. They took the time to understand our financial goals and crafted a comprehensive but clear… Read more ·  1

strategy tailored to our needs. Throughout our engagement, Blyth exhibited professionalism, patience, and clear communication. He patiently answered all our questions, ensuring we felt confident and informed every step of the way. Blyth and the team’s proactive approach to financial planning helped us to achieve our long-term financial objectives. We particularly appreciated Blyth’s commitment to transparency and integrity. He provided unbiased recommendations and always prioritises our financial well-being above all else. In summary, I highly recommend Blyth and Act on Wealth to anyone seeking expert financial guidance. We look forward to continuing our partnership for years to come.

Outstanding! – 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… Read more ·  1

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.

We had an excellent experience working with Blyth Staley at Act On Wealth. From our very first consultation, Blyth has demonstrated a genuine commitment to understanding my financial goals and personal circumstances. Blyth is exceptionally responsive and always makes time to address my questions and concerns. Whether it's a quick clarification via… Read more

email or a more detailed discussion, I never feel rushed or like I'm an inconvenience. Communication is clear, jargon-free, and tailored to ensure I fully understand the recommendations being made. The quality of financial advice I've received has been outstanding. Blyth takes a broad approach, considering not just immediate financial decisions but long-term planning and risk management. The recommendations are well-researched, practical, and aligned with my goals and risk tolerance. I feel confident that my financial future is in capable hands. I highly recommend Blyth Staley and Act On Wealth to anyone seeking professional, personable, and high-quality financial advice.

We are relatively new clients with Act on Wealth and to date we have been really impressed with all provided services. Having not completed formal financial planning in the past, we were a little unsure on what to expect. Matt has been really great to work with and explains all aspects in a professional yet easy to understand way, ensuring that… Read more

our goals are realistic and achievable. We have especially appreciated the coverage across all aspects of financial support and it’s been really good knowing that our financial goals are being implemented with their in house range of specialists. Thank you

My super was running below par for my age and the lifestyle I wanted in retirement. Blyth from ActOnWealth put a plan together and whilst my extra payments sting I know because of Blyth’s advice that my targets are being met and I’ll be very comfortable in my retirement.

I have been dealing with Blyth for the last 3 months. His professionalism and care is outstanding, he guided me through my financial position with excellent advice and a great plan for the future. I highly recommend him.

We were recommended to work with Blyth through a family member who has been liasing with him for financial advice. He came highly recommended due to his friendly approachable nature and knowledge in the areas of investment and finance. Since starting with ActOn Wealth Blyth and his team have done an outstanding job offering assistance to make… Read more

the investment and management of our money as smooth and stress free as possible. We are very happy with the services and transperancy of what has been provided, as well as the ability for consultation on any financial queries over the phone when requested.

I would highly recommend ActOn Wealth for anyone looking for assistance to build a portfolio or to grow their wealth.

I had a great experience working with Elpida from Act On Wealth - she was very informative and helped me all the way from my early search to the final stages of my purchase journey- I’m very grateful for all her help and assistance- I couldn’t have done it without her support

Jesse and the employees of ACT on Wealth have gone above and beyond in their efforts to support me through a very difficult time. I believe I can trust them to keep my best interests in the forefront of all of their decisions. This means everything when you are experiencing a very unpredictable future and have limited experience with maintaining a healthy financial status.

I’ve had the pleasure of working with ActOn Wealth for over 2 years, and I couldn’t be more satisfied with the service and expertise provided. What sets them apart is the genuine care and attention they provide. I never feel rushed during meetings, and the team is always quick to respond with clear explanations and thoughtful recommendations. I… Read more

highly recommend ActOn Wealth to anyone looking for a trustworthy, straight talking, proactive financial advisor.

I've had such a great experience with ActOn Wealth. They're incredibly easy to deal with—always clear, calm, and approachable. Able to meet face to face or online. They explain things in a way that makes sense, without ever making me feel like I should already know all the answers. I really appreciate how they put together practical,… Read more

well-thought-out plans that suit my needs and goals. There's never any pressure to take big risks—just solid, smart advice with products and strategies tailored to me.

Jesse has been and continues to be outstanding to deal with. He is prompt, clear in his communication, and most importantly truly cares about his clients. He has gone above and beyond to ensure my finances have been optimized taking into account my own personal goals and requirements. Having a trustworthy Financial Advisor is critical to feeling… Read more

at ease when it comes to planning your finances and future, and I couldn't trust Jesse more. I highly recommend his services.

Elpida was our mortgage broker - she went above and beyond to meet our requirements. Our application faced many hurdles due name changes and she managed to find a solution to everything. Elpida found us the best rate and along with the advice of their financial advisor Matthew, they helped set us up for a financially comfortable future. Thank you to all the team at Act on Wealth! Show reply

I had a great experience working with Elpida as my mortgage broker. She was quick to respond and really focused on making the process smooth. She clearly explained what documents were needed, so there was no back-and-forth. Elpida also helped me understand my approval chances, which gave me the confidence to make a strong offer in a hot market. Highly recommend her services! Show reply

Finance experience with the team at ActOn Wealth – Elpida and the team at ActOn Wealth recently secured me some personal finance that helped me kick start my business. From initial enquiry to successful result the entire experience was amazing. Elpida was very professional and helpful with the list of viable options I had. Not only do I believe I secured the best deal but the whole process was… Read more ·  1

finalised in under 72 hours. I would absolutely recommend the team at ActOn Wealth for anyone looking to secure any type of finance.

Its the experiences of the journey that make the destination worth while – Acton Wealth were able to tailor a financial plan for both of us, implement it and get the ball rolling. There were a few bumps but at the start but we are happy with where we are. We are just about a year into the plan and look forward our annual review. Matthew and Elpida were a pleasure to work with. Show reply

Great customer service and efficient/transparent financial planning – Our experience with ActOn wealth was really good. Being our first time into financial planning, we were a bit apprehensive but once meeting ActOn team we were at ease. Matthew has been a great Advisor - going into minute details, patiently guiding us at every step and being super efficient with the process. We worked with Elpida for Mortgage - it… Read more ·  1

was lovely to work with her, again patiently answering all our queries and being proactive in making sure we are on track. Definitely recommend!

Excellent customer service and best rates – Elpida and Blyth were extremely proactive and efficient at helping us make am informed decision on our finance and home loan taking into account our financial goals. We were guided through our options which included rates we would not get on the high street and then managed application to completion ensuring we were stress free to focus on our move. Show reply

Aged Care Financial Advise – Matt gave us a detailed review, covering all options open to us to provide financial stability for our Mother in Aged Care. Matt’s combined knowledge of Aged Care requirements and structure as well are his advice for financial options in the future helped our family make the best decisions for Mum. Your caring attitude and support was much appreciated. Thanks Sue and Richard Show 2 replies

Highly recommend Hayden from Act On Wealth – We had a great experience with Hayden, he was very knowledgeable and efficient. Really appreciate all the hard work he put in for us and very happy with the outcomes. Highly recommend Hayden as he was really great to deal with through this whole process Show reply

Keep killing it – I have been working with Hayden and Thomas for the last few months now and recently in securing a new mortgage after selling our current home. Both Hayden and Tom have been very helpful and are willing to help at any time I have a question. Couldn't recommend them highly enough. Show reply

A Dream Team for Mortgages! – For the past 2.5yrs, we've been working with Blyth and Bella at ActOn Wealth to refinance our existing properties and secure financing for new additions to our portfolio. They're always committed to finding the best possible solutions for us. They're not afraid to think outside the box, exploring different options and lenders to ensure we get the… Read more ·  1

most competitive rates and products tailored to our specific needs, while often having to work on tight deadlines.

Their exceptional communication, efficiency, and meticulous attention to detail has ensured a smooth and successful outcome every time.

If you're looking for a mortgage broker who goes above and beyond, who can navigate complex situations with ease, and who prioritizes your success, I'd highly recommend Blyth & Bella at ActOn Wealth. They are, without a doubt, an exceptional team!

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. Show reply

Highly Recommend Act on Wealth! – I couldn't be happier with my experience with Act on Wealth. My Financial Advisor/Managing Partner Blyth, took the time to thoroughly understand my financial goals and develop a personalised plan that has already shown remarkable results. Blyth's expert advice has helped me make informed decisions, and I've seen a significant improvement in my… Read more ·  1

financial health. Blyth's attention to detail, responsiveness, and proactive approach, has made the entire process smooth and stress-free and I feel confident and secure knowing that my finances are in such capable hands.

If you're looking for a reliable, knowledgeable, and professional financial advisor, I highly recommend Act on Wealth- Leading Melbourne Financial Advisor and Planner. They have made a significant positive impact on my financial well-being, and I'm grateful for their exceptional service!

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

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