WHO ARE WE

Our Team

 

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© Copyright 2014 Action Wealth Pty Ltd, All Rights Reserved | ABN 69 162 813 747 | Corporate Authorised Representative of AssetPlan Financial Services AFSL No. 229613

Our clients trust us to protect their financial future.

We provide innovative financial advice solutions in a simple and effective manner. 

 

Our time tested advice process ensures we understand where you are going so we can execute a tailored strategy optimised for your circumstances.

That leaves JUST 38% to spend with family, friends and to enjoy the things you love. 

You spend 29% of your adult life working and commuting to pay  the bills.

You spend 33% of your adult life doing chores, grooming and watching TV.

 

How much time are you going to spend worrying about your finances?

More professionals choose us because they understand the value of their time and the significant value of accessing a professional skill set outside of their own.

Paul - I wanted to take my financial situation more seriously.

Marketing Professional

"After 6 or 7 years of working and not saving anything I wanted to start taking my financial situation more seriously. Jason helped me understand what I needed to do and more importantly helped me do it today which I now see will set me up for life."

 

View Paul's case study - click HERE

Greg & Sarah - We wanted accountability and help making decisions.

Lawyer & Accountant

"We were referred to Action Wealth by a friend after a discussion about our mutual battles to stay accountable to any financial plans we tried to make. Being a super busy couple meant that we had been a bit slack finding the time to deal with our money and had already wasted quite a bit of time. Thanks to Jason's guidance we are now exceeding our expectations and enjoying the process" 

 

View Greg & Sarah's case study - click HERE

Amanda - I wanted to be certain I was making the right decisions and not wasting my time.

Medical Professional

"Trying to keep track of receipts for salary packaging, making sure my super is going to the right place, not paying too much tax, learning about investing....plus working long hours and trying to squeeze a life in there somewhere was too much. I joined Action Wealth after meeting with Jason a couple of times and learning how the planning process works. I am so glad I did! Jason organises all of my financials and helps me make decisions so I don't have to worry about a thing!" 

 

View Amanda's case study - click HERE

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  • Accountants

  • Lawyers

  • Police Officers

  • Medical Professionals

  • Directors

  • Marketers

  • HR Professioanals

  • IT Professionals

  • Transportation 

  • Engineers

  • The list goes on.....

The names and feature photographs are for marketing purposes only. The testimonies are true statements written by clients.