ActOn Wealth
Address | 28/20 Commercial Rd, Melbourne VIC, Australia | ||||||||||
Phone | +61 1300 022 866 | ||||||||||
Hours |
|
||||||||||
Website | www.actonwealth.com.au | ||||||||||
Categories | Financial Consultant, Real Estate Consultant, Superannuation Consultant | ||||||||||
Rating | 5 20 reviews | ||||||||||
Similar companies nearby UFinancial — Level 4/580 St Kilda Rd, Melbourne VIC Borg Financial — Level 4/80 Market St, South Melbourne VIC DPM Financial Services — 412 St Kilda Rd, Melbourne VIC Hilco Global APAC — Level 2/83 Palmerston Cres, South Melbourne VIC |
ActOn Wealth reviews
20Blyth was fantastic, extremely professional and helpful in arranging my pre-approval for my first home. Highly recommend
Blyth and Bella were very helpful, and the process was very smooth, and the outcome was very good. I would definitely recommend Acton Wealth.
Hayden Dewar and Dael Harris have been excellent throughout the whole process. Very quick turnaround which resulted in us getting the best deal and giving us security over our assets.
ActOn Wealth provides excellent service and the team go out of their way to ensure the advice is personalised to your situation and there is little work for you to do when transacting arrangements like refinancing Highly recommended!
Tom was great as he explained every thing to us. And we feel that he has a Lot of Experience in this matter, Thank you Di & Geoff Robison
Working with Act on Wealth for my Financial Situation and Way forward has been a pleasure and the information has been outstanding. The Business shows a level of care and understanding as every-bodies situation is different and sometime complex. I would like to say a Special Thank you to Matthew Jacobson for his support and assistance and look forward to continue working on this journey with him to achieve my financial freedom. Thank you team at Act on Wealth.
Hayden Dewar is simply the best!
From the very first phone conversation Hayden was a huge help.
He made the process so simple and easy especially in the bad timing that has affected my finances.
I have been using his services for almost 2 years. Hayden was patient, explained all the steps and process, and got me an amazing loan. Always consistent with providing me an outstanding service and best advice.
Hayden worked so hard to make sure I got the best possible outcome for my loan. Every time I called in with a question I always get great support, quick action and clarity.
I would strongly recommend Hayden to anyone from ActON Wealth!
Hayden was awesome, very professional in the way he conducted himself from start to finish of organising my finances. He always kept me up to date with each step of the process, even coming out to my work office to sign off paper work to speed up the process.
Very happy cusomer thank you.
Hayden was a pleasure to deal with and was very professional in helping us with the finance of our property. Answered all our questions and the service was incredible.
Matt Jacobson - Excellent.
Over the years we made several attempts to find an advisor that wasn’t preoccupied with selling us 3rd party financial products that were not relevant to our situation. Then we found Matt and our experience with Matt has been a breath of fresh air since our first meeting.
We appreciate Matt’s empathy and commitment to helping us navigate our future with practical and sound investment advice. Regardless of whether we adopt his advice 100% or debate alternatives, it has been clear that Matt’s intention is to be consistent with his aim to provide us with outstanding service and advice.
We recently had our SMSF present some challenges and Matt’s guidance set us straight.
Matt stands his ground if he feels that our suggestions are extending our risk profile too far, and he is gracious and accepting of our occasionally different points of view.
Jo and I strongly recommend Matt from ActON Wealth.
The guys did a very insightful presentation and followed with a really helpful personalised one on one session to discuss finances and investments. Highly recommend them for financial planning.
Matt and Tom ran a Personal Development day for our company. They engaged with our team which was full of Information which helped me and my wife with some of our own fianical decision making. Highly recommended
They came in and presented to our company on financial advice and I was most impressed. I think everyone here benefited from their advice. The presentation was very clear and easy to understand.
I definitely recommend.
It was a pleasure to meet with Blyth Staley who gave me a very comprehensive consultation. He was supportive to my particular situation and very generous with his knowledge and time.
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 confidence for the future. Cant recommend the team and Acton Wealth enough.
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.
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.
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.
At 27 years old, my wife and I have been talking about what to do next. After a conversation with a friend a work, he recommended I reach out to ActOn Wealth. After just a short discussion, Blyth recognized that our Super funds where not at all performing, our insurance’s were WAY over the top, we definitely didn’t have the best home loan rate and we weren’t exactly putting money aside. Fast forward a few months and we have more savings, AND a better spread of insurances, lower home loan repayments and an investment strategy that offers security for the future. Blyth and the team at ActOn Wealth have shown us a better way to spend our money and all the while been fun, personable and professional throughout the entire process. We cannot wait to catch up with Blyth again, review our position and plan the next goal!
I have collaborated with Blyth over the past year on mutual client matters. Blyth has been extremely proactive and works hard to ensure the right advice is provided in order to achieve the correct result. We highly recommend Blyth to our clients, colleagues and friends.