ActOn Wealth

Terry Howlett 

on Google

2 months ago

I highly recommend the team at Act On Wealth. The key things that we look for in a financial planner are expertise, attention to detail and tailored advice that fits our circumstances and some of the specialised financial structures that we have. Blyth and the team tick all of these boxes - in addition, they work behind the scenes to make sure all of the administration is managed - it just happens in the background which is fantastic, but with full transparency so we can see everything that is happening with our investments.... read more

Brooke Tully 

on Google

4 months ago

I could not be happier with the financial advice and ongoing support from ActOn Wealth in Melbourne. A few years ago, when consulting to ActOn on other matters, I engaged their team to review and manage changes to my superannuation fund. They were exceptional in helping me transition to a more ethical and socially responsible investment strategy. More recently, Thomas provided invaluable financial planning advice regarding the sale of a Melbourne property. His expertise, strategic guidance, and very clear communication (he... read more

Belinda 

on Google

10 months ago

"We recently had the absolute pleasure of working with Hayden Dewar, Senior Credit Advisor at ActOn Wealth, along with his exceptional Loan Processor, Rish Alfonso, and our wonderful referring Advisor, Jesse Jacobson for the approval of our home loan. From start to finish, the service we received was nothing short of outstanding. Hayden’s professionalism, deep industry knowledge and calm confidence immediately put us at ease during what can often be a stressful process. He took the time to understand our situation in detail... read more

Red Cloud Kelpie Dog 

on Google

6 months ago

What a lovely surprise to discover that ActOn Wealth has a key Financial Advisor, based here in Perth. While this firm is synonymous with successful outcomes, Melbourne is a bit far to go from here in WA. A colleague recommended a chat with Jesse. I'm glad I had that chat. Instead of being pushy like some others in this industry, Jesse took a different path. An "I'm happy to help you if/when you are ready" approach after I explained I had to finalise some aspects that, at this stage, prevented me from jumping on the wealth t... read more

Hani Ghaith 

on Google

a year ago

I recently had a fantastic experience with Acton and specifically with Hayden and Rish. Their professionalism and dedication were evident throughout the entire process. The level of service provided exceeded my expectations, making my experience truly exceptional. I highly recommend Acton to anyone seeking reliable and efficient mortgage refinance services. Their team is truly a credit to their company. Thank you, Hayden, for an outstanding experience!