ActOn Wealth

ActOn Wealth operates from its Melbourne office in Greater Melbourne. A Melbourne financial advice business founded in 2017, with offices in Melbourne and Geelong and the ability to meet clients remotely. It works with families, self-employed people and professionals. Lending services complement its financial planning work where home borrowing and longer-term wealth goals need consideration together.

The firm's advisory work considers the client's existing circumstances and objectives before recommending financial strategies. The relationship may extend beyond an initial meeting, with reviews to reflect changes in work, family commitments and future spending.

Wealth management takes investments together with cash reserves, borrowing and the structure of family assets. This helps clients consider present financial needs alongside longer-term decisions about how their wealth may be used.

Investment advice considers risk tolerance, the intended use of money and the period for which capital can remain invested. Advisers discuss different financial instruments in terms of how they support the client's personal objectives.