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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

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

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

10/06/2026

Buying a home is one of the biggest financial decisions many Australians will make, and understanding the process can help you feel more confident along the way.

From saving for a deposit and understanding borrowing capacity to planning for ongoing costs, preparation matters.

Taking the time to build a clear financial strategy can make the journey more manageable and less overwhelming.

Learn more in our blog in bio link or speak with the ActOn Wealth team about preparing for home ownership.

03/06/2026

Running a business means wearing a lot of hats, and EOFY can quickly become overwhelming if left until the last minute.

Taking some time now to review your cash flow, expenses, super contributions, and upcoming obligations can make the transition into the new financial year feel far more manageable.

A little preparation today can help you start July with greater confidence and less stress.

If you’d like support getting EOFY-ready, the ActOn Wealth team is here to help.

27/05/2026

Your ability to earn an income is one of your most valuable assets.

Reviewing your insurance cover, including income protection, life, and TPD, can help ensure you and your family are financially supported if the unexpected occurs.

Over time, your needs may change, so it’s important to check that your cover still aligns with your current circumstances.

Regular reviews can provide greater confidence in your financial security.

If you’re unsure about your level of cover, consider speaking with the ActOn Wealth team.

20/05/2026

With EOFY approaching, now is the time to review your superannuation strategy.

Understanding contribution caps, timing, and potential tax implications can help you make the most of your super. Even small, consistent contributions can have a meaningful impact over the long term.

Taking action before 30 June can help keep your retirement plans on track.

Speak with the ActOn Wealth team to explore your super options before EOFY.

13/05/2026

Whether due to health, redundancy, or life changes, an unplanned transition can place pressure on your finances.

Reviewing your superannuation, cash flow, insurance, and access to income streams can help you regain clarity and confidence during uncertain times.

Taking a structured approach can make a meaningful difference in navigating what comes next.

If you’re facing an unexpected retirement, consider speaking with the ActOn Wealth team to explore your options.

06/05/2026

As EOFY approaches, small oversights can lead to missed opportunities.

Common mistakes include leaving decisions until the last minute, overlooking eligible deductions, exceeding contribution caps, or not reviewing your overall strategy.

Taking a proactive approach can help you stay organised and make more informed financial decisions.

A little preparation now can make tax time more straightforward.

Start your EOFY planning early with guidance from the ActOn Wealth team.

29/04/2026

Being self-employed offers flexibility, but it also means taking full control of your financial future.

From managing irregular income and setting aside tax, to building your superannuation and protecting your income, having a structured plan in place is essential.

Clear strategies can help you stay on track and reduce uncertainty over time.

Consistency and forward planning can make a significant difference.

Learn more via our blog. See link in our bio.

22/04/2026

Aged care is an important consideration for many families, yet the costs can often feel complex and uncertain.

Understanding the different fees, funding options, and how your assets may be assessed can help bring clarity to the process.

With the right planning, it’s possible to make informed decisions that support both care needs and financial well-being.

Taking time to understand your options can make a challenging transition more manageable.

Learn more on our blog via the bio link.

08/04/2026

Market ups and downs are a natural part of investing.

While short-term volatility can feel unsettling, reacting emotionally to market movements can sometimes do more harm than good.

A well-structured financial plan is designed to help you stay focused on long-term goals rather than short-term noise.

Reviewing your strategy regularly and staying aligned with your objectives can help you navigate uncertain markets with greater confidence.

If you’re unsure whether your current strategy still aligns with your long-term goals, consider speaking with a qualified financial adviser.

01/04/2026

Proposed changes to Australia’s super tax rules may introduce higher taxes on earnings for balances above $3 million, with even higher rates considered for balances above $10 million.

While only a small number of Australians are expected to be affected, it’s a timely reminder to review your super strategy and stay informed about policy changes that may impact long-term retirement planning.

If you’d like to understand how changes to super rules could affect your retirement strategy, consider speaking with a financial adviser.

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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