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?
When did you last review your personal insurance?

Get In Touch

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.

Protect


Ensuring you, your family, and their lifestyle are adequately protected from any unfortunate and unforeseen circumstances that may arise in life.

Plan


We work through a process with you where we gain a detailed knowledge of where you are now, what is important to you and where you would like to be in the future.

Grow


We focus on planning and managing your wealth and income in a way that ensures sustainable growth into the future, without sacrificing all the fun things in life.

Retirement Planning


Learn More

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.

Personal Insurance


Learn More

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


Learn More

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). 

Wealth Creation


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.

Learn More

Asset Protection


Due to personal and financial complexities many people have their assets inadequately protected and risk losing them in the event of a sudden unpredictable event.
Learn More

Estate Planning


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.

Learn More

Veteran Finance


Reg, Acorn Senior Adviser, has a passion for assisting Veterans with their financial affairs, including impairment benefits, dependant payments, disability pensions, and more.
Learn More

Reg has been very professional and effective in communicating our way forward.

I would recommend anyone to work with you. Thank you thank you thank you so much! It is an amazing experience and I will use Acorn Financial in the future for sure.

- Toyin Olaiya, Director, ADEMARK Business Development & Consulting Services

Contact us today to book a zero obligation meeting with our Senior Adviser.

Macquarie Adelaide
Colonial First State Adelaide
One Path Adelaide
Aon Adelaide
BT Adelaide
Asgard Adelaide