Adelaide's premier boutique Financial Advisor for strategic wealth solutions.
Protect, Plan and Grow.
Are you prepared for retirement?
Are you saving tax using your Super?
Is your spending under control?
Acorn Financial Services is a dynamic and strategic financial advisory business, based in Kent Town, Adelaide. We work with you to protect your assets, plan for your future and grow your financial wealth.
Led by Director and Senior Financial Adviser, Reg Grantham, together we help our clients set their financial, lifestyle and retirement goals so that they and their families can enjoy their future.
Discussing your finances is personal. We guarantee it will be done in confidence and with respect. Allow us to provide you with a clear picture of your financial situation and through support, guidance and planning achieve the goals you set.
Helping people achieve their goals is enormously rewarding and we are inspired everyday by seeing our clients transform their lives – it is why we love what we do.
Ensuring you, your family, and their lifestyle are adequately protected from any unfortunate and unforeseen circumstances that may arise in life.
We focus on planning and managing your wealth and income in a way that helps create sustainable growth into the future, without sacrificing all the fun things in life.
When you retire, the need for a regular income doesn't stop. A retirement income stream is an investment vehicle that allows you to receive regular income payments after you've ceased working, to help fund your living expenses.
Superannuation, Tax Savings and the Aged Pension are some key factors that Acorn takes into consideration when working with clients to plan for their retirement.
The common belief that “it won’t happen to me” often results in many people having a sound plan for wealth creation but not an adequate plan to protect the very thing that generates the wealth – themselves!
It is worth remembering that no matter how much expert advice you receive or how astute your financial management, there is always a risk that you could potentially suffer an early death or extended time off work through serious illness or injury.
Superannuation is an investment structure that enjoys special taxation treatment to encourage people to provide for their retirement. Most investments held by an individual can be held within super.
The advantage of superannuation is that investment earnings are taxed at a maximum of 15%, compared to investments held in your personal name which can be taxed at up to the highest marginal tax rate of 45% (including Medicare levy).
Creating a strategy, based on your overall profile, to build wealth into the future. Strategies include regular investment, capital protected lending, investment bonds and more.
Your hopes to ensure a secure future for your family’s well-being depends on how you plan today. Transferring your assets when the time comes takes careful estate planning.
Contact us today to book a zero obligation meeting with our Senior Adviser.
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