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Reviews

5.0

53 reviews
5
(53)
4
(0)
3
(0)
2
(0)
1
(0)
  • Transparency
    5.0 (18)
  • Customer Service
    5.0 (17)
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Lez P

Lez PVictoria

  • Verified customer

Fast and Efficient!

published

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.



Transparency
1 comment
ActOn Wealth
ActOn WealthActOn Wealth

Hi Lez, we appreciate you taking the time to leave your review. With any client, speed and professionalism are non-negotiables. It's great to hear how pleased you are with the process. As always feel free to call If you have any further questions.

  • Verified customer

Service that goes over and above

published

A friend recommended ActOnWealth and we’re so pleased with the service and strategies that we now recommended them to our friends. Over the past few months we have been able to secure a new home and set our kids up well for the future. Blyth is always available to discuss anything, big or small and we really value his feedback and input. It’s really been one of the best decisions we’ve made when it comes to planning for our future.



1 comment
ActOn Wealth
ActOn WealthActOn Wealth
Mel

MelGreater Melbourne (Metropolitan), VIC

Highly Recommended, Great Service.

published

ActOn Wealth provides a service that is stress free and very easy to deal with. Blyth and his team are very professional. If it wasn’t for their help we would not have been able to purchase a rental property that we have always dreamed of having to make our life a little easier for when retirement comes and to set our boys up for their future. The process was seamless. We are very thankful. Thank you to Blyth and ActOn Wealth team.

1 comment
ActOn Wealth
ActOn WealthActOn Wealth
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Kim and Craig

Kim and CraigMelbourne

Outstanding Understanding and Customer Service

published
1 comment
ActOn Wealth
ActOn WealthActOn Wealth
Suzanne

SuzanneInnaloo

  • 2 reviews
  • Verified customer

Fantastic service

published

The service from Acton Wealth was exceptional. From attention to detail, personal service, & follow ups. I couldn’t have asked for more. I'd highly recommended Acton to anyone looking to refinance or secure a loan.

1 comment
ActOn Wealth
ActOn WealthActOn Wealth
FKA

FKAMelbourne

  • Verified customer

Improved Retirement planning

published

Several members of our extended family have had their financial planning improved though ActOn Wealth so, as I approach retirement, it seemed fitting to have our circumstances reviewed by them. Blyth has been thorough and his proposed plan for us will have significant benefits for us in retirement. He has been pleasant to deal with and we look forward to a long, lasting relationship.

1 comment
ActOn Wealth
ActOn WealthActOn Wealth

Hi FKA, thanks for taking the time to leave your review! It's always great hearing how we have been able to assist our clients' with their longer term needs and goals. We're looking forward to continuing our work alongside you in retirement.

Andrew R

Andrew RClarence Park

  • Verified customer

Providing exceptional value and service to clients and improving our future

published
1 comment
ActOn Wealth
ActOn WealthActOn Wealth
Kahill T

Kahill TMelbourne

  • 2 reviews

Quality Service and a customer for life!

published
1 comment
ActOn Wealth
ActOn WealthActOn Wealth

Hi Kahill, thanks for leaving such an extensive review of your time thus far with ActOn Wealth. Helping our clients holistically and ensuring that any client can sleep easy knowing they have financial goals to work toward is what we strive to do.

Paola Main

Paola Main

  • 2 reviews
  • Verified customer

Sound, Sensible Financial Advice

published

I have known Blyth for most of his life. So, for me, it was a no brainer to go to someone that I know, trust and respect. Blyth was able to help me with Superannuation and income protection advice and other financial matters. They are prompt, precise and efficient when it comes to financial matters. Blyth and the team have provided us with sound and sensible advice across our financial portfolio. They are well researched and continue to educate us. I highly recommend Blyth and the Team at ActOnWealth.

1 comment
ActOn Wealth
ActOn WealthActOn Wealth

Hi Paola, thanks for taking the time to leave such a positive review of Blyth and the team at ActOn Wealth. Structuring superannuation and insurance to suit your needs and objectives is so important, ensuring that their benefits are maximised!

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Excellent service and personalised advice with our best interests in mind

published

I've worked with Blyth for over 7 years now and he has been nothing short of exceptional. He is very knowledgeable in many different areas and the advice from him and his team has put us in a great position financially. He's also a great guy and very easy to deal with. Would highly recommend him and the team at ActOn Wealth if you are looking for someone to help you with your finances

1 comment
ActOn Wealth
ActOn WealthActOn Wealth
  • Verified customer

What fantastic service!!

published

We would like to express our thanks to Shannon of ActOn Wealth for his wonderful assistance with all things financial. With his help we are achieving so many goals we would never have thought possible. We would highly recommend ActOn Wealth to all.
Nick and Lynne.

1 comment
ActOn Wealth
ActOn WealthActOn Wealth

Hi Nick and Lynne, its great to hear how Shannon and our team have been able to assist you and your family over the journey. As always, please feel free to get in touch if you have any questions.

Great Team! Highly recommend

published

I have known and previously worked with the team members of ActOn Wealth for 6 years, they are extremely diligent and good at what they do. They genuinely care and strive to make a difference in their clients lives. I highly recommend them.

1 comment
ActOn Wealth
ActOn WealthActOn Wealth

Thanks Andrew for your recommendation!

Jools

JoolsMelbourne

  • Verified customer

Thanks ActOn Wealth for helping me with my First Home purchase!

published

The team at ActOn Wealth have recently assisted me with my first home purchase, and I couldn't have asked for a better service. Applying for a home loan was particularly daunting, and finance isn't something that I understand, so to have someone there to guide me through was exactly what I needed. They answered all of the questions I had, and kept me up to date with exactly where my loan was at. Being my first home purchase, this was really important to me.
If you are after advisers who genuinely care about their clients and who have amazing communication skills, then you can't go past ActOn Wealth.

1 comment
ActOn Wealth
ActOn WealthActOn Wealth

Hi Jools, thanks for allowing us to assist you with purchasing your very first home. It’s always great to hear how we have helped our clients reach their goals especially one as big as this!

  • Verified customer

Exceptional service with a financial planner you can trust!

published

Blyth has made this whole experience for me so easy, I had no knowledge about the current structure I had in place and fees I was paying. He took the time to educate and help me understand the importance of the insurance policies and how it would benefit me in the future! A massive thank you to Blyth and the Acton Wealth team for the service they have provided, will definitely be recommending them to family & friends!

1 comment
ActOn Wealth
ActOn WealthActOn Wealth

Hi Danni, thanks for taking the time to leave such kind review of Blyth and our team. A well-structured insurance policy can save money long-term and provide huge benefit when it comes to making claims in the future.

Lindsay I

Lindsay IMelbourne

  • Verified customer

A team you can rely on!

published

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

1 comment
ActOn Wealth
ActOn WealthActOn Wealth
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Suad J

Suad JMelbourbe

  • Verified customer

Providing a great service

published

Blyth and ActOn Wealth have helped me and my wife with investing, super and insurance. We couldn't be happier with the service that they have provided.

1 comment
ActOn Wealth
ActOn WealthActOn Wealth

Hi Suad, thanks for your glowing review of Blyth and the team here. We really appreciate you taking the time out of your day to leave this feedback!

Thank

ThankSeaford

  • Verified customer

Great Advice

published

ActOn Wealth have helped me significantly with the investing of my money and they have also given me a greater understanding of my spending. I have been really pleased with their service and I wouldn’t hesitate to recommend them to anyone.

1 comment
ActOn Wealth
ActOn WealthActOn Wealth
LGeo

LGeoMelbourne

  • Verified customer

Out with the old...

published

Given recent public exposure of the diabolical state of the big financial advisory businesses – I thought it was timely to write about my experience with boutique financial planners ActOn Wealth. What I loved about their service was not only their experience of the products in which they’re providing advice, but the fact they took time to understand precisely what my needs were and tailor advice to suit . At no stage did I feel like I was being sold something I didn’t need, which is a problem you can’t escape at the big end of town. Overall a 5 star experience from both a technical and personal service perspective, thank you.

1 comment
ActOn Wealth
ActOn WealthActOn Wealth

Hi LGeo, thanks for taking the time to leave such a great review our team at ActOn Wealth. Taking the time to understand our clients needs is something we pride ourselves on, so it's great to hear that we have been able to deliver on this!

Ledia

Ledia

  • 3 reviews
  • Verified customer

attention to detail and genuinely cared about us!

published
1 comment
ActOn Wealth
ActOn WealthActOn Wealth
  • Verified customer

Exceptional service

published

We are currently using ActOn Wealth as our financial planners and are extremely happy with the service. Blyth has been exceptional at managing our finances and investments, with every detail taken care of, giving us peace of mind every step of the way. He has been highly motivating and performs every aspect of his job with integrity. Can't recommend highly enough and we wish we'd met him 10 years earlier.

1 comment
ActOn Wealth
ActOn WealthActOn Wealth

Hi Phillip, thanks for taking the time to leave your feedback on Blyth. Motivating clients is a big part of being a financial planner, and I know he enjoys that part of his role a huge amount!

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