Our Services

At ActonAdvice we want to live in a world where people have the money to follow their dreams. So we provide high quality financial advice that helps our clients have a lifestyle they love.


Money Personality

What to do with your tax refund

‘Tax refund mentality’ is an interesting thing. Most people see tax refunds as great, afterall, the idea that you may be getting money put into your account takes away some of the pain associated with getting your tax return completed. However, a refund just means you have overpaid on taxes and given the Government an interest-free loan for a year, rather than saving or investing that money for your personal financial benefit.

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Under the Roof

Home as your forever place - The opportunities and the costs


Like most countries, the combination of low birth rates and longer life expectancy means that Australia’s population is ageing. According to the Australian Bureau of Statistics1, in 2019 15.9% of the population was over the age of 65. This cohort will increase at a faster rate over the next decade as more and more baby boomers reach this milestone. The percentage of over 65-year-olds still in the workforce has also increased slightly by around 5% over the past 15 years. Which means that most over 65-year olds are enjoying retirement.

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