When it comes to wealth creation, it’s important to remember that you don't need a large lump sum to be able to create wealth.  Wealth creation is a process of combining your current resources with investment strategies that will provide sufficient capital to meet your immediate or future capital needs.

The Australian investment marketplace is one of the most complex and diverse markets in the world. At ActonAdvice we can help you understand strategies such as gearing, dollar cost averaging and salary sacrifice. We are able to advise you on what type of asset classes and products may be suitable to your needs in an easy to understand and implement strategy.

When you think about creating wealth you should ask the following questions:

  • What is my investment timeframe?
  • What do I want to achieve?
  • Will I pay too much tax?
  • Do I understand the risks?
  • What are my available resources?
  • Will I need access to my investments?
  • What return do I need to earn over the long term?
  • Where do I go from here?

There is never a better time to start creating wealth than now. Contact us to book an initial consultation.


"We started with Lynette back in 2001, she was recommended to us with the advice that 'she's very good!' and she is. What stands out about Lynette is the advice she gives, she doesn't over emphasise anything or give false hopes. She lays it out truthfully, and provides scenarios of various investment options and outcomes. Lynette talks in terminology I can understand, which is really important to me.

You can tell Lynette loves what she does, it's not just a job. She shows genuine interest in me as a person and my family. How many financial planners would come to your husband's ordination? She makes me feel very comfortable.” 

- Linda Appleby


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