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.

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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

What To Do If Your Fixed-Rate Loan Term Is Ending

1st apartment full

If you’re currently on a fixed-rate loan and the term is coming to an end, you’re going to have a few options to consider.

Coming out of a fixed term is usually a great time to review your loan with a mortgage broker so you can compare what the best options are for your current situation. Things can change in just a few years, so it’s worth examining your financial plan going forward.

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