ActOn Wealth

ActOn Wealth Welcome to ActOn Wealth, Melbourne's home for trusted financial planning.

Expert advice from the best financial planners and advisors to guide your journey.

This Father’s Day, ActOn Wealth celebrates the dads, grandfathers and father figures who support, guide and inspire thei...
06/09/2026

This Father’s Day, ActOn Wealth celebrates the dads, grandfathers and father figures who support, guide and inspire their families through every stage of life.

From sharing valuable lessons to helping build a more secure future for the next generation, their impact can last a lifetime.

Wishing all the dads and father figures across Australia a very happy Father’s Day.

Spring is a great time for a fresh start, and that includes your finances.Here are five areas worth reviewing:1. Budget ...
02/09/2026

Spring is a great time for a fresh start, and that includes your finances.

Here are five areas worth reviewing:

1. Budget and cash flow – Are your spending and saving habits still supporting your goals?

2. Superannuation – Review your contributions, investment options and fees.

3. Insurance – Check whether your cover still reflects your circumstances.

4. Financial goals – Revisit your short and long-term priorities.

5. Investments – Consider whether your portfolio remains aligned with your goals and risk tolerance.

A regular financial review can help you stay organised, identify opportunities and keep your financial strategy aligned with what matters to you.

Ready for a financial spring clean? Speak with the ActOn Wealth team about reviewing your financial plan.

Every family has goals worth planning for, whether it's buying a home, funding your children's education, or building lo...
26/08/2026

Every family has goals worth planning for, whether it's buying a home, funding your children's education, or building long-term financial security.

A tailored financial plan can help families navigate life's milestones with greater confidence and prepare for the unexpected, so they can focus on what matters most.

Discover how strategic financial planning can support your family's future by speaking with the ActOn Wealth team.

A tax refund can be more than a bonus, it can be the start of a stronger savings habit.Whether it's boosting your emerge...
19/08/2026

A tax refund can be more than a bonus, it can be the start of a stronger savings habit.

Whether it's boosting your emergency fund, making an extra super contribution, or putting money towards a future goal, using your refund with purpose can have a lasting impact.

Small, consistent financial decisions today can help build greater confidence for tomorrow.

Not sure where your refund should go?

Chat with our team about a cashflow strategy that makes your money work harder, all year round.

Military service brings unique financial opportunities and responsibilities. A well-structured financial plan can help s...
12/08/2026

Military service brings unique financial opportunities and responsibilities.

A well-structured financial plan can help service personnel make the most of their benefits, strengthen their financial future, and prepare for life beyond their career in the ADF.

Discover practical financial planning insights in the latest ActOn Wealth blog via the link in the bio.

August is National Financial Awareness Month.This is a great reminder to pause and review where you're headed financiall...
05/08/2026

August is National Financial Awareness Month.

This is a great reminder to pause and review where you're headed financially.

Whether you're building your wealth, planning for retirement, growing your super, or protecting your family's future, small adjustments today can help keep you on track for tomorrow.

If it's been a while since you've reviewed your financial plan, now is the perfect time for a financial health check.

Contact the ActOn Wealth team to discuss your goals and build a strategy that's right for you.

Life can change unexpectedly, but a financial plan can help you prepare for whatever lies ahead.Disability financial pla...
29/07/2026

Life can change unexpectedly, but a financial plan can help you prepare for whatever lies ahead.

Disability financial planning isn't just about protecting your income; it’s about helping you maintain financial security, access available support, and plan for your future with greater confidence.

Taking the time to understand your options today can make a meaningful difference tomorrow.

Learn more on our blog or speak with the ActOn Wealth team about building a financial plan that supports your long-term goals.

We're halfway through the year, and now is a great time to check in on your financial goals.Have your priorities changed...
22/07/2026

We're halfway through the year, and now is a great time to check in on your financial goals.

Have your priorities changed? Are you on track with your savings, superannuation, investments, or retirement plans?

A mid-year review can help identify opportunities and ensure your financial strategy still reflects where you want to be.

Take a moment to review your progress today, so you can move into the second half of the year with confidence.

Book a financial review with the ActOn Wealth team now.

Not all super funds work the same.If you're a member of a defined benefit fund, your retirement benefit is generally bas...
15/07/2026

Not all super funds work the same.

If you're a member of a defined benefit fund, your retirement benefit is generally based on factors like your salary and years of service, not just investment returns.

That means the decisions you make when you retire can have a lasting impact on your income and financial future.

Before making any changes, it's worth understanding your options and how they fit into your broader retirement plan.

Learn more on our blog in the bio link or speak with the ActOn Wealth team for personalised guidance.

The start of a new financial year is the perfect opportunity to pause, reflect, and reset your financial goals.Whether y...
08/07/2026

The start of a new financial year is the perfect opportunity to pause, reflect, and reset your financial goals.

Whether you're looking to grow your wealth, boost your superannuation, pay down debt, or plan for retirement, having a clear strategy can help you make more confident financial decisions throughout the year.

A regular review of your financial plan can help ensure it continues to align with your goals as your circumstances evolve.

Ready to make this financial year count?

Speak with the team at ActOn Wealth to discuss how a personalised financial plan can help you work towards your long-term goals.

Address

28/20 Commercial Road
South Melbourne, VIC
3004

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+611300022866

Website

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