The financial decisions you make today, determine your options for tomorrow.
Financial Planning for Life’s Next Chapter
Hi there and welcome! We’re so glad you found us.
At ActonAdvice we work with people who are hitting their stride financially and want to make smart, thoughtful decisions about what comes next. Most of our clients are in their mid-40s and beyond—often at the peak of their earning years—and starting to think more seriously about their next chapter.
- You might be starting to picture retirement (or at least a slower pace);
- You may be managing a recent life change like a career shift, divorce, inheritance or loss; or
- You may simply want to feel more confident and in control of your finances.
Whatever has brought you to our website today, we’re here to help you take the next step.
Your Life. Your Plan.
We believe financial advice should be more than just numbers. It should be about you—your life, your goals, your relationships, and the kind of future you want to create.
That’s why we take the time to really get to know you, understand what's important to you, and design a plan that supports the life you’re living and the one you are imagining—whether that’s travelling more, working less, starting something new, or simply having the freedom to choose.
We look at the full picture and help you connect the dots:
- Growing and protecting your wealth.
- Planning for retirement (your way).
- Making the most of your super.
- Managing tax effectively.
- Navigating big life transitions.
- Making smart decisions about insurance and risk.
- Leaving a legacy you’re proud of.
And we don’t do it alone. We work closely with your accountant, lawyer, and other trusted professionals to make sure everything is aligned, and every piece of your financial puzzle fits seamlessly together.
Our Approach
Our clients are all different. We don’t offer a one-size-fits-all solution or push specific products. We’re here to listen, to understand, and to help you make the right decision for you.
We’re big believers in plans that actually fit your life. Financial planning is about more than just preparing for retirement—it’s about building a life you’re genuinely excited to live. Whether that means scaling back work, starting something new, traveling more, supporting your family, or giving back—we’ll help you design a plan that aligns with your values, lifestyle, and dreams for the future.
Why Clients Choose Us
Personalised, Professional Advice
We take time to understand your goals, values, and personal circumstances—then we tailor strategies to suit.
Life-Centred Planning
Your financial strategy is built around the life you want to live, the people who are important to you, and your individual constraints – not just a set retirement age.
Collaborative Service
We work with your financial, legal, and tax advisers to ensure every aspect of your plan works harmoniously.
Trusted Relationships
We value long-term partnerships and are proud to act as a sounding board and guide through life’s milestones and challenges.
We’re here for the long haul – Life changes and so will your plan. We’ll be here to help you adapt and stay on track.
We keep it simple – No jargon. No pressure. Just clear advice you can act on.
Let’s Talk About What’s Next
You’ve worked hard to get to this point. Now it’s time to make sure your money is working just as hard for you.
Whether you’re ready to make a move or just want to explore your options, we’d love to chat.
Get in touch and let’s start the conversation.
Working with an experienced financial planner ensures you have access to the knowledge and skills necessary to set a strategy that takes into account your personal risk profile, taxation laws, social security rules, estate planning, income protection, personal budgets, family law, any trusts, companies or partnerships you may be involved in and expected long-term returns from various asset classes. This is the knowledge you pay for when you see a financial planner, not simply your annual investment returns.
"I started with Lynette personally in 2004, after my husband died. However, my husband first started with Lynette about 10 years before that, to help him prepare for retirement. So I've worked with her a long time now. My husband and Lynette would spend hours talking about things.
She even went to visit him in the hospice. She really helped him a lot. Lynette is just that type of person who will go the extra mile. I'm not a business person, but Lynette puts things in terms I can understand. She's easy to talk to and explains things in a simple way when necessary. I rely on her to look after my affairs now, and I am comfortable doing that. She even looks after my daughter's finances now too!"
Licensee Arrangements
Whilst the ActonAdviceGroup is a very modern advice firm we are very protective of our 'old-fashioned' values so we have sought out companies with similar values to provide our licensing services. We are pleased to partner with:
- Finchley & Kent as our licensee for our financial advice, and
- a partnership with outsource financial to assist you with mortgages.
Finchley & Kent is privately owned and has close associations with all of the major investment institutions and has a well-researched approved product list for financial planning clients. Finchley & Kent is committed to supporting it’s authorised representatives in providing a superior financial service to all of their clients.
All of Finchley & Kent's authorised financial planners are experienced practitioners qualified to tailor financial plans and strategies to their clients' individual needs. All financial planners meet industry training and continuing education standards and must abide by a strict code of ethics and rules of conduct.
For terms and conditions please read the following documents:
Website Disclosure Information
ActonAdviceGroup Privacy Policy (Download)
ActonFinancialPlanning Pty Ltd (Corporate Authorised Representative No. 390517) and all our advisers are Authorised Representatives of Finchley & Kent Pty Ltd, Australian Financial Services Licence No. 555169, ABN 50 673 291 079, and has its registered office at Level 63, 25 Martin Place, Sydney NSW 2000. Finchley & Kent Pty Ltd Australian Financial Services Licence applies to financial products only. Please note that Property Investment, Tax & Accounting, Mortgages & Finance are not considered to be financial products. Disclaimer: The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, ActonFinancialPlanning Pty Ltd and Finchley & Kent Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.