ActOn Wealth

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 knows numbers are not my forte and spells everything out very easily) helped me make informed decisions with confidence. Having now received his advice, I can see that I would have made a costly financial mistake if I'd been left to my own devices. Thank you, Thomas, and all the team (who were great working with me when he was on annual leave).

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 train, immediately. There was no change in his attitude. No loss of interest... He said "If you need help on anything, just tell me what you need". Wow. I asked basic questions and a few to size him up and I found his transparency delightfully refreshing. He didn't promise the world, was candid and said, I am here when you need me. By then I'd told him much of what I have written here. Jesse is a gentleman. Not pushy, yet not annoyingly over confident. I have not paid a cent yet. That will change when we fine tune a plan, for my circumstances. Despite this, he has already helped me in general terms. Explaining concepts and pros and cons of various options. He listened when I bounced ideas and considered each one before he said (paraphrased), "I need to know X, Y and Z, to tell you if that is the best way forward. My role is to give you options, but they all must be the ones that are right for you." He did expand on my various ideas, answered my questiins but it was clear that there is a bigger picture... For pricacy reasons, I'm posting this review under my secondary account. That said don't let the account name detract from what I have written. Jesse is the real deal. Approachable, open and refreshingly genuine. The real deal. Behind him are some very bright people, which is reassuring. I hope my thoughts help others who are not sure where to start. Honestly, it is daunting and I'm genuinely relieved that I discovered a trustworthy financial advisor who is also a really nice guy. Now I know why he was recommended to me!

Having engaged other advisers, I was shocked by the low quality of service here. The process was incredibly slow (6 months+) and the final 'advice' lacked depth. Despite charging a premium $5k engagement fee, the firm’s recommendations were entirely focused on products that carried further costs. If you are looking for transparent, timely, and comprehensive financial planning, this isn't it.

We've been ActOnWealth clients for a few years and totally recommend them. Thomas, Blyth and Hayden are all very savvy, helpful and dedicated. Their advise and strategies were very useful in helping us achieve our goals.

"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, was genuinely invested in helping us secure the best possible outcome and presented informed options for us to consider. What truly set Hayden apart was his willingness to think creatively and work “outside the box” to find solutions that other lenders may not have considered. Thanks to his expertise and strategic approach, our loan for our forever home was approved with remarkable speed and efficiency—within just a matter of days. Rish’s attention to detail, diligent follow-up and seamless communication ensured that every step progressed smoothly. She kept us updated at all times, answered every question promptly and made the entire experience feel effortless. We are also immensely grateful to Jesse Jacobson for the recommendation and for guiding us to a team that clearly prioritises their clients’ needs above all else. The level of customer service, commitment and care we received from ActOn Wealth exceeded all our expectations. We cannot praise Hayden, Rish and Jesse highly enough—they were an absolute pleasure to work with and we whole heartedly recommend them to anyone seeking trusted, results-driven lending support. A million thank you's will never be enough to show our full appreciation to this team"

I am very grateful for the empathetic and professional approach by Hayden and the team at ActOn Wealth to source the right deal for my circumstances. Hayden used his expertise to find a lender to meet my specific needs and avoid unnecessary costs. His communication throughout the process was exceptional keeping me fully informed and supported. Hayden is a talented professional that takes pride in finding the best outcomes for his clients.

Hayden, our mortgage broker was wonderful! He made us feel very comfortable with our decision and went above and beyond to make himself available to answer any questions we had throughout our first home buying journey. Would definitely recommend!