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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

ActOn Wealth

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

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

03/11/2026

Retirement planning goes beyond everyday living expenses.

Healthcare, home maintenance, travel and potential aged care costs can all impact your retirement savings.

Understanding these expenses early can help you prepare for the lifestyle you want and make more informed financial decisions.

Speak with the ActOn Wealth team about planning for a financially confident retirement.

27/10/2026

The earlier you start financial planning, the more time you have to build savings, grow investments and prepare for life's milestones.

Whether you're starting your career, growing your family or planning for retirement, taking small steps today can help build greater financial confidence for tomorrow.

It's never too early to start planning. Speak with the ActOn Wealth team about your financial goals.

20/10/2026

A career change can mean more than a new role.

Changes to your income, superannuation, benefits or lifestyle can all affect your financial plans.

It’s a good opportunity to review your budget, savings, super and long-term goals to make sure your strategy still reflects where you’re headed.

Speak with the ActOn Wealth team about navigating your next financial chapter.

13/10/2026

An inheritance can create new financial opportunities, but there’s no need to rush into big decisions.

Taking time to consider debt, superannuation, investing and your long-term goals can help you make informed choices for the future.

Speak with the ActOn Wealth team for professional guidance.

06/10/2026

October marks the start of the final quarter of 2026, and a good opportunity to check in on your finances before the year wraps up.

Are your savings progressing? Have your priorities changed? Is your financial plan still aligned with your goals?

A review now can help you understand where you stand and make informed decisions for the months ahead.

Speak with the ActOn Wealth team about reviewing your financial strategy.

30/09/2026

High Income. Smarter Wealth Strategy.

A high income creates opportunities, but building lasting wealth takes more than earning more.

Managing cash flow, investing, superannuation and tax considerations as part of a clear strategy can help you make more of what you earn.

Learn more about financial strategies for high-income earners via the link in bio.

23/09/2026

Good financial planning isn’t just about numbers. It’s about understanding what you both want from the future.

Whether you’re saving for a home, raising a family, building wealth or preparing for retirement, having open conversations about money can help you set shared priorities and make more informed financial decisions together.

A clear financial plan can give both partners greater confidence about the path ahead.

Speak with the ActOn Wealth team about building a financial strategy around your shared goals.

16/09/2026

Life rarely stays the same. A new career, growing family, home purchase, inheritance or approaching retirement can all change your financial priorities.

That’s why financial planning isn’t a one-time exercise. Regularly reviewing your strategy can help ensure your superannuation, investments, insurance and long-term goals continue to reflect where you are today and where you want to be.

Speak with the ActOn Wealth team about keeping your financial plan aligned with life’s changes.

09/09/2026

An insurance payout can provide much-needed financial security following an illness, injury or loss. But receiving a significant lump sum can also bring important decisions.

Before making major financial commitments, it’s worth considering how the payout fits into your broader financial plan, from managing debt and creating sustainable income to understanding potential tax and Centrelink implications.

Thoughtful planning can help ensure the money supports your needs today while protecting your financial future.

Learn more about managing an insurance payout wisely in our latest blog.

Visit the link in bio.

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.

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

https://www.actonwealth.com.au/

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