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Pros
Outstanding financial expertise
Prompt, efficient and friendly customer service
Nick and LynneMelbourne
- Verified customer
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.
1 comment
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.
1 comment
ActOn WealthActOn Wealth
Thanks Andrew for your recommendation!
JoolsMelbourne
- Verified customer
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.
1 comment
ActOn WealthActOn Wealth
Hi Jools, thanks for allowing us to assist you with purchasing your very first home. It’s always great to hear how we have helped our clients reach their goals especially one as big as this!
Find out how ActOn Wealth compares to other Financial Planning Services
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- Verified customer
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!
1 comment
ActOn WealthActOn Wealth
Hi Danni, thanks for taking the time to leave such kind review of Blyth and our team. A well-structured insurance policy can save money long-term and provide huge benefit when it comes to making claims in the future.
Lindsay IMelbourne
- Verified customer
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.
1 comment
ActOn WealthActOn Wealth
Hi Lindsay, thanks for leaving such a comprehensive review of your experience with ActOn Wealth. It’s always important to have reassurance when making financial decisions. Please feel free to get in t...
Read moreouch with the team at ActOn Wealth if you have any questions.Suad JMelbourbe
- Verified customer
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.
1 comment
ActOn WealthActOn Wealth
Hi Suad, thanks for your glowing review of Blyth and the team here. We really appreciate you taking the time out of your day to leave this feedback!
ThankSeaford
- Verified customer
Great Advice
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.
1 comment
ActOn WealthActOn Wealth
Hi, thanks for taking the time to leave your review! It's always great to hear how we have helped our clients out. Helping our clients understand their spending habits is one of the most important par...
Read morets of our job and to hear that we have assisted you in the area is great.LGeoMelbourne
- Verified customer
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.
1 comment
ActOn WealthActOn Wealth
Hi LGeo, thanks for taking the time to leave such a great review our team at ActOn Wealth. Taking the time to understand our clients needs is something we pride ourselves on, so it's great to hear that we have been able to deliver on this!
Ledia
- 3 reviews
- Verified customer
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 yea...
Read morers 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.1 comment
ActOn WealthActOn Wealth
Hi Ledia, what an amazing review of Blyth and the service he provides to you and your partner. We really appreciate you taking the time out of your day to leave such kind words. As always, please feel...
Read more free to get in touch with Blyth should you have any questions.Find out how ActOn Wealth compares to other Financial Planning Services
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- Verified customer
Exceptional service
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.
1 comment
ActOn WealthActOn Wealth
Hi Phillip, thanks for taking the time to leave your feedback on Blyth. Motivating clients is a big part of being a financial planner, and I know he enjoys that part of his role a huge amount!
Lisa CMelbourne
- Verified customer
Stressing Less About My Future!
I met with Blyth earlier in the year as I was very unsure of what my future looked like. Being unable to work and not having an income I felt vulnerable, but with guidance from Blyth and his team at ActOn Wealth I am now feeling better about how it will pan out. He has listened to me and understands what my concerns are. I can't thank him enough for his help!
1 comment
ActOn WealthActOn Wealth
Hi Lisa, thanks for leaving such a glowing review of Blyth and our team at ActOn Wealth. It's great to hear how Blyth has helped you through a difficult time, and that you are now feeling more comfort...
Read moreable with where your financial situation is at! Please feel free to give him a call whenever you have any questions.Helped us plan for the future
We first met with Blyth from ActOn Wealth in 2017 when we were starting to think about purchasing a family home and wanted to find out our financial position and how much we could borrow from the bank.
My husband works with many financial planners in his role and straight away said ‘Blyth is the real deal and really knows his stuff’.
Blyth helped us with our insurance needs, implemented a budgeting spreadsheet so we knew were our money was going, and put together a five year financial plan for us. He was so helpful in simplifying everyt...
Read morehing for us and putting us at ease with what can be sometimes quite overwhelming. We could not be happier with Blyth’s service and expertise. He is always available for a chat and to offer his advice on any financial matter. He has taken the stress out of our finances. I would recommend Blyth to anyone looking to plan for their future, whether it be trying to buy their first home or nearing retirement. Anyone that meets and works with him will quickly understand why.1 comment
ActOn WealthActOn Wealth
Hi Jodi, thanks for taking the time to leave such a comprehensive review of Blyth. I know that he really values working alongside his clients and making himself as available as possible for them. As a...
Read morelways, please feel free to get in touch with him or any of the team if you have any queries.Lydia BMelbourne
- Verified customer
Great service
We came to Act on wealth to get on top of our finances and we couldn’t be happier with our experience. They have helped us purchase our first home and together a budget for our family. The first time since our son was born we finally feel on top of our finances and can stress less.
1 comment
ActOn WealthActOn Wealth
Hi Lydia, it's great to hear that you have had such a great experience with our team. Buying your first home is one of the biggest financial steps anyone will take, and I am glad to hear that we were ...
Read moreable to assist you through such an important time! Thanks for your review!Melissa KnowlesEltham
- 2 reviews
Highly recommended
Blyth and his team at ActOn Wealth have been helping us manage our finances for many years now, and we have found them to be very professional in their approach. We can talk to all team members about any financial concerns we may have and our aspirations.
ActOn Wealth have used their knowledge to help set up our home loan, investment property loans, insurances, SMSF, and they keep an eye on our cash flow to ensure that our day to day living expenses are covered.
I highly recommend Blyth and his team for any financial assistance.
1 comment
ActOn WealthActOn Wealth
Hi Melissa,thank you so much for your kind review of Blyth and our team. It's great to hear that we have been able to assist you in so many different areas!
Please get in touch with us if you have an...
OliviaBrisbane
- Verified customer
Excellent assistance to acheive our goals
We engaged ActOn in late 2017 to assist with the refinancing of our out dated mortgage, and to assist with a new loan for an additional property. I received thorough and knowledgeable advice throughout this process, and was blown away with the result produced. Would happily recommend ActOn to any one who is needing any advice and assistance.
1 comment
ActOn WealthActOn Wealth
Hi Olivia, thanks for taking the time out of your day to post your review! It's great to hear the our lending team have been able to benefit you and provide such an outstanding service.
Please feel fr...
Find out how ActOn Wealth compares to other Financial Planning Services
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Sarah DeanGreater Melbourne (Outer), VIC
- 5 reviews
- 1 like
- Verified customer
Wonderful service, very helpful
Blyth was amazing, he took us through everything step by step. He explained things to make sure that we understood what was best for our situation. Financial planning can be daunting and Blyth ensured us that he can help anyone no matter their situation. Blyth takes you through things that you might not have thought of to help plan for the future. I look forward to working with Blyth over the coming years to keep our plan on track.
1 comment
ActOn WealthActOn Wealth
Hi Sarah, thanks for your review! Financial planning can be very daunting without help, so it's fantastic to hear that Blyth has been able to assist you in so many ways.
Always feel free to get in tou...
BreeSeaford
Extremely Helpful
My Husband and I could not be more thankful for the help of ActOn. Twelve months ago, they helped us set realistic goals that, had we not engaged with ActOn, we would have never achieved. They made the process easy, realistic and highly professional. We are so thankful to have purchased a property that we never thought we could. Thank you!
1 comment
ActOn WealthActOn Wealth
Hi Bree, thanks for taking the time to review our business! It's always a pleasure hearing how we've helped clients set and achieve goals. If you've ever got questions, please feel free to get in touch with your adviser.
very professional
I find the advice I receive is very professional and explained fully so as I can understand the information that is being relayed to me
1 comment
ActOn WealthActOn Wealth
Hi DOC, thanks for your review, we really appreciate the feedback. Providing a professional service is something we strive to do for all of our clients!
If you have any questions, please don't hesitate to get in touch with the team.
Matt PMelbourne
- Verified customer
Great service
I had a great experience with Acton Wealth. They were very experienced and professional and I ended up with an excellent outcome with my loan. Their combination of great customer service, experience in financial planning and mortgage broking world perfectly for me. I couldn't recommend them highly enough and I've had plenty of experience with poor mortgage brokers in the industry.
1 comment
ActOn WealthActOn Wealth
Hi Matt, thanks for taking the time out of your day to review our lending team! It's always great hearing that our clients are receiving such great customer service. As always, if you have any further questions, please feel free to get in touch.
JadeMelbourne
- Verified customer
Stress Free
Acton Wealth has been amazing, Blyth always ensured that I had an understanding on what steps we needed to take. Blyth worked on a realistic plan for me, this wasn't just about saving but working towards a goal without restricting everything in day to day life. For the first time in a long time I have savings, its great feeling to feel secure. Acton Wealth has changed my way of thinking about money and my future.
1 comment
ActOn WealthActOn Wealth
Hi Jade, thanks for taking the time to review your experience with ActOn Weatlh. It's great to hear that Blyth has been able to provide you with such insight into your financial situation. Should you ...
Read morerequire any further help, please feel free to give Blyth a call.Questions & Answers
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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 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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ActOn WealthActOn Wealth
Hi Nick and Lynne, its great to hear how Shannon and our team have been able to assist you and your family over the journey. As always, please feel free to get in touch if you have any questions.