Financial Planner Profile

Name: Thomas Daykin

Qualifications:
Kaplan Professional Diploma of Financial Planning
Kaplan Professional Advanced Diploma of Financial Planning

Thomas helps Melbourne based professionals and families achieve financial independence as early as possible, without taking unnecessary risks.

With a heavy focus on strategy before product, I aim to develop long lasting relationships with my clients that not only addresses their finances, but also their lifestyle goals and aspirations.

Specialising in budgeting & cash-flow / debt management, superannuation & SMSF, risk management & personal insurance, investment strategies, complex retirement planning, estate planning and taxation strategies.

My focus is to develop a plan that takes into account all of these areas in order to ensure that every aspect of my clients financial situation is working together in unison.

At ActON Wealth, we strive to create and maximize the wealth of our clients. Our mission is to forge long term trusting relationships with clients and to deliver high quality financial advice and exceptional outcomes. Our vision is for all ActOn Wealth clients to become our company’s greatest advocates.

Financial Planning Services:

  • Cashflow & Budget Management
  • Wealth Creation
  • Risk Protection
  • Retirement Planning and Superannuation

  

  • Self Managed Superannuation
  • Direct Property Advice
  • Lending Advice
  • Estate Planning