Acorn Financial Services

Adelaide's premier boutique Financial Advisor for strategic wealth solutions.

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 helps create sustainable growth into the future, without sacrificing all the fun things in life.

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.

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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.

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Household Budgeting

Developing a realistic and achievable spending plan is a step in the right direction to establish how money will be spent and what money will be set aside for the future.

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Personal Insurance

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.

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Retirement Planning

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.

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Superannuation

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.

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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.

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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.

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