At ActOn Wealth our clients are provided with a dedicated advice & lending team and a personalised service, unmatched. We were very pleased with ActOnWealth in the way that they got the ball moving and helped us to achieve our goals. Blyth was very professional and friendly and explained everything very well.

We were so surprised with the speed of things and are very grateful. Would recommend ActOnWealth to anyone who wants to get things done in a quick and professional manner. 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.

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Services

About Us Report

ActOn Wealth is a boutique financial planning firm that strives to create and maximize the wealth of our clients. Our mission is to forge long term trusting relationships with clients and to deliver high quality financial advice and exceptional outcomes. Our vision is for all ActOn Wealth clients to become our company's greatest advocates.

Join Our Team Report

We are a boutique business that specialise in providing comprehensive advice and tailor-made financial planning strategies. We are passionate about what we do and are always on the look-out for like-minded people to help grow our business! We are a young, fun and enthusiastic team and we pride ourselves on our high quality of advice and the relationships we have with our clients.

The Smith Family Report

At ActOn Wealth our mission is to create great financial outcomes, not only for our clients, but for our community as a whole. Partnering with The Smith Family through their Business Community Champions program allows us to help disadvantaged young Australians create better futures for themselves. Sponsoring a student helps pay for school essentials like uniforms, shoes, textbooks and excursions.

Cashflow & Budgeting Report

We know, for most people the thought of sitting down and completing a budget sounds about as appealing as, well, sitting down and completing a budget. A proactive budget really is the foundation of any good financial plan. After all, if you don't know where your money is going, how can you be sure it's going to the right places?

Investment Advice Report

Investing can be pretty daunting with seemingly endless options and possibilities. In order to create the right investment strategy, we first need to understand why we're investing. We're here to help you figure that out. A solid investment strategy is one that's diversified, stable, consistent and unsurprising.

Reviews (13)

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Hasnain Ahmed

Jan 21, 2022

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Hello!
Recently, I have done refinancing through Hayden Dewar from ActOn Wealth.
I am completely satisfied with the process Hayden gone through. Hayden has been very hard working, passionate and go to man for the job I had for him. Hayden has been referred to me by one of my very close mate and I am fully satisfied with his work.
I am looking forward to work more with Hayden through ActOn Wealth.
Highly recommended!
Hasnain.

Rowena Goodwin

Jan 19, 2022

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Positive: Professionalism, Quality, Responsiveness, Value
Outstanding service provided by the ActOn Wealth team. We're first home buyers and the process has been seamless, stress free and great outcomes achieved. The team are professional and have provided us with quality financial advise. Highly recommend!

Rowena Goodwin

Jan 16, 2022

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Stephanie Ritchie

Dec 04, 2021

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After dealing with a few brokers who were unpleasant to deal with I was referred to Blyth from Acton Wealth and OH MY GOODNESS! WHAT A DIFFERANCE! My husband and I have dreamed about flipping our current home into an investment and buying our next home, after being turned down by brokers and people telling us it cant be done, Blyth was on our side from day one and saw the goal we wanted to achieve. We can proudly say that our goal is now achieved. Blyth has made our dream into a reality and has been a PLEASURE to work with. To both Blyth and Bella, you guys are absolute legends! Words cant decide

Nick Locandro

Jan 13, 2021

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My wife and I worked with Blyth and he has truly gone above and beyond. Originally looking for some financial strategy support, we purchased a property unexpecting and Blyth managed the whole process for us making it such a stress free experience. Sourcing the best home loan rates for us, helping work through all the documentation all on a 30 day settlement making it even more incredible, especially during these Covid times when its almost unheard of. The guidance on the financial has helped provide very well guided structure to our short, medium and long term planning which has given us tremendous

Tegan Benfield

Aug 25, 2020

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I could not recommend the ActOn Wealth team more. The financial guidance that was provided by Blyth was incredible and has help set my family up for years to come. I was grateful for the patience and guidance given and would advise to anyone looking for similar support.

Ellen Rosenheim

Aug 08, 2020

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Being on my own, I required help to plan my future financial stability. Matthew's understanding of my situation, advice, guidance and detailed explanation, making sure I had a thorough knowledge of the plan, was fundamental to my peace of mind. His friendly, professional manner and quick response makes him very approachable. I will highly recommend Acton Wealth to my family and friends.

Tim Okraglik

Sep 26, 2019

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Blyth was incredibly diligent, patient and understanding of my needs, due to these traits I am confident that the product he advised is the correct one. Dealing with Acton Wealth has been a great experience and I highly recommend them to anyone in need of financial advise.

Lyn Ikinger

Jan 02, 2019

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Being on my own and having to make my own financial decisions has been daunting, but the team at ActOn Wealth assist and explain to me carefully what I am doing with my investments which 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.

Sarah Giles

Dec 23, 2018

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My husband and I engaged ActOn Wealth to help us set up our life and income protection insurance. Our advisor was responsive, friendly, professional, flexible in times he could meet with us and really on the ball with the whole process. We were able to get our policies set up quickly and achieve that peace of mind we were seeking. Thanks ActOn Wealth for helping us protect our family against the unexpected. We will certainly be recommending them to our friends and family.

Ledia Daniel

Dec 08, 2018

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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 years with his guidance we have managed to purchase our

Ross Dewar

Nov 06, 2018

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Coming to ActOn Wealth was one of the best financial decisions I’ve made in a long time. Having a well structured superannuation and wealth protection plan was paramount for me and my family. I highly recommend them and their services.

Matt Patrick

Aug 17, 2018

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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.