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Skip to content * About Us * Why get financial advice? * Our Team * Our Process * 5 Steps to Financial Independence * When we help * Services * Superannuation * Retirement Planning * Investments * Wealth Protection * Self Managed Superannuation * Debt Management * Estate Planning * Aged Care * Calculators * News * Insights * Latest Acorn Wealth Newsletter * Market Updates * Contact Menu * About Us * Why get financial advice? * Our Team * Our Process * 5 Steps to Financial Independence * When we help * Services * Superannuation * Retirement Planning * Investments * Wealth Protection * Self Managed Superannuation * Debt Management * Estate Planning * Aged Care * Calculators * News * Insights * Latest Acorn Wealth Newsletter * Market Updates * Contact * 03 9544 8863 * About Us * Why get financial advice? * Our Team * Our Process * 5 Steps to Financial Independence * When we help * Services * Superannuation * Retirement Planning * Investments * Wealth Protection * Self Managed Superannuation * Debt Management * Estate Planning * Aged Care * Calculators * News * Insights * Latest Acorn Wealth Newsletter * Market Updates * Contact Menu * About Us * Why get financial advice? * Our Team * Our Process * 5 Steps to Financial Independence * When we help * Services * Superannuation * Retirement Planning * Investments * Wealth Protection * Self Managed Superannuation * Debt Management * Estate Planning * Aged Care * Calculators * News * Insights * Latest Acorn Wealth Newsletter * Market Updates * Contact * 03 9544 8863 PREPARE FOR TOMORROW, MAKE THE MOST OF TODAY View Our Services PREPARE FOR TOMORROW, MAKE THE MOST OF TODAY View Our Services YOUR WEALTH, YOUR RICH LIFE. Success doesn’t happen by accident. It takes planning, commitment and courage to always focus on where you are heading. Your wealth journey can start with a simple plan and grow over time as life’s possibilities present themselves. Acorn Wealth is there for you throughout your journey, every step of the way, to guide and advise you. Our goal is to help you live the rich life you deserve. Find out more WHAT WE DO WE DEVELOP TAILORED STEP-BY-STEP FINANCIAL STRATEGIES AND HELP YOU MAKE INFORMED DECISIONS ABOUT YOUR MONEY. SUPERANNUATION Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement. Find out more .... RETIREMENT PLANNING Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future Find out more .... INVESTMENTS Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment. Find out more .... WEALTH PROTECTION Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family. Find out more .... SELF MANAGED SUPER An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund. Find out more .... DEBT MANAGEMENT Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts. Find out more .... ESTATE PLANNING We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time. Find out more .... AGED CARE It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works. Find out more .... OUR FINANCIAL PLANNING PROCESS Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses. Step 1 Step 2 Step 3 Step 4 Step 5 DISCOVERY CALL Let’s have a quick chat so we can find out how we can work together to help you achieve your goals. GATHER DATA We gather data on financial situation so we take a comprehensive look at your life and finances. FINANCIAL PLAN We create a personalised financial plan that will serve as a roadmap towards your goals. IMPLEMENTATION We now put your financial plan in action by implementing all your personalised strategies. SUPPORT There is no ‘set and forget it’. We stay in touch and review your plan based on major life changes or market factors. OUR FINANCIAL PLANNING PROCESS Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses. Step 1 DISCOVERY CALL Let's have a quick chat to see how we can work together to help you achieve your goals. Step 1 Step 2 GATHER DATA We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances. Step 2 Step 3 FINANCIAL PLAN We create a personalised financial plan that will serve as a roadmap towards your goals. Step 3 Step 4 IMPLEMENTATION We set your financial plan in action by implementing all your personalised strategies. Step 4 Step 5 SUPPORT There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors. Step 5 INSIGHTS HOW TO INCREASE YOUR IQ FOR LATER IN LIFE 12th December 2023 Key points: Dr Vincent Candrawinata founded Renovatio Bioscience in 2016 following antioxidant research at the University of Newcastle Dr Candrawinata… SENDING MONEY OVERSEAS 12th December 2023 Look for a good currency exchange rate and check the fees when sending money overseas. A small difference can mean… THE UPFRONT COSTS OF BUYING A HOME 12th December 2023 When saving for your first (or next) home, it’s common to focus on building up the deposit and servicing your… THE PROS AND CONS OF HAVING LIFE INSURANCE INSIDE YOUR SUPER 12th December 2023 Key takeaways The benefits of having life cover within super, such as lower premiums, fewer barriers to obtaining coverage, and… ARE SUPER CONTRIBUTIONS TAX DEDUCTIBLE? 12th December 2023 Key takeaways Personal super contributions—those made from money you’ve already paid tax on such as savings or your take-home pay—may… ECONOMIC UPDATE WITH BOB CUNNEEN - DECEMBER 2023 12th December 2023 Which key events have been driving markets? Find out with Senior Economist Bob Cunneen. |Read More| HOW TO INCREASE YOUR IQ FOR LATER IN LIFE 12th December 2023 Key points: Dr Vincent Candrawinata founded Renovatio Bioscience in 2016 following antioxidant research at the University of Newcastle Dr Candrawinata… SENDING MONEY OVERSEAS 12th December 2023 Look for a good currency exchange rate and check the fees when sending money overseas. A small difference can mean… THE UPFRONT COSTS OF BUYING A HOME 12th December 2023 When saving for your first (or next) home, it’s common to focus on building up the deposit and servicing your… THE PROS AND CONS OF HAVING LIFE INSURANCE INSIDE YOUR SUPER 12th December 2023 Key takeaways The benefits of having life cover within super, such as lower premiums, fewer barriers to obtaining coverage, and… ARE SUPER CONTRIBUTIONS TAX DEDUCTIBLE? 12th December 2023 Key takeaways Personal super contributions—those made from money you’ve already paid tax on such as savings or your take-home pay—may… ECONOMIC UPDATE WITH BOB CUNNEEN - DECEMBER 2023 12th December 2023 Which key events have been driving markets? Find out with Senior Economist Bob Cunneen. |Read More| HOW TO INCREASE YOUR IQ FOR LATER IN LIFE 12th December 2023 Key points: Dr Vincent Candrawinata founded Renovatio Bioscience in 2016 following antioxidant research at the University of Newcastle Dr Candrawinata… SENDING MONEY OVERSEAS 12th December 2023 Look for a good currency exchange rate and check the fees when sending money overseas. A small difference can mean… THE UPFRONT COSTS OF BUYING A HOME 12th December 2023 When saving for your first (or next) home, it’s common to focus on building up the deposit and servicing your… * 1 * 2 Read more IN THIS EBOOK WE SHARE 5 IMPORTANT STEPS YOU CAN TAKE TO GET CONTROL OF YOUR FINANCIAL SITUATION. * STEP 1: Less Debt, More Savings * STEP 2: The Magic of Compounding * STEP 3: Managing Risk * STEP 4: Planning for the Future * STEP 5: Protecting Your Estate 5 STEPS TO FINANCIAL INDEPENDENCE Name Email Order your free copy We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime. WHAT OUR CLIENTS SAY "Acorn Wealth, through Michelle and Jon, have provided us with very high-quality financial advice over a number of years, and have always exceeded usual client expectations of good customer service. We greatly value their professionalism, depth of knowledge and integrity." David & Kay Blore “After working for fifty years, retirement was a very challenging concept on a number of fronts. Acorn Wealth has provided a common sense approach and format that I understand and feel secure with. I would sincerely recommend the great team at Acorn Wealth to anyone” Marilyn White “My wife and I have relied on Acorn Wealth's advice for many years now. They have provided advice on all manner of issues from investments, mortgages, rental properties and wills. We love working with Acorn Wealth for their down-to-earth, no-nonsense and genuine approach to what they do. For us, having an Advisor sometimes say 'do nothing' is refreshing compared to the many out there that always want to sell you something. I trust them implicitly and recommend them to any friend looking for similar service” David Grainger and Kirsty Leong "Acorn Wealth provides us with the most up to date information required to manage our investments. We have been very happy with their service since joining them”. Robyn & Bob Taylor "Acorn Wealth has been able to provide the guidance, planning and advice that ensured my assets and finances were structured to enable wealth growth, sound financial planning and a secure future for me and my family. After almost twenty years, I am still being guided and assisted by Acorn Wealth with my financial planning. Their service has been highly professional and as I approach retirement, I will continue to rely on them to guide me through the next exciting phase of my life." Ray Micallef "We have known Acorn Wealth for a few years now and we are very pleased to have them as both our personal and business financial advisor. We would highly recommend Acorn Wealth as an organisation of integrity and wisdom. Dean & Fiona Minett "As long time clients of Acorn Wealth ….17 years….we have always been impressed with the professional, friendly way in which they have managed our portfolio. Acorn Wealth’s knowledge and expertise of the financial markets is exceptional." Jan & John Hunter "Over the past few years Acorn Wealth has helped me and my wife Lynne work through the minefield that is an SMSF, as well as working with us on developing a long term wealth strategy which includes things like insurance, wills and bank structures. As a result we now have a clearly defined, structured and balanced strategy to take us to our retirement in 7 years or so. I am extremely happy with the level of knowledge and understanding that has been provided and would recommend Acorn Wealth to anyone who truly needs to understand and prepare for the future." John Koot "We wish to express our thanks to Acorn Wealth for their friendly support and excellent service over the past 16 years. They are proactive in keeping us up to date with latest changes that may impact on our financial situation. We feel confident in their advice and are happy to recommend them to our friends." Angelina & Stephen Chung "We have been clients of Acorn Wealth for 16 years and have always found the service provided to be considered, timely, accurate and relevant. In addition we have always felt that we were able to discuss our options in an open and consultative way, with enough information provided to allow us to make decisions both in our pre-retirement planning phase and thereafter in retirement itself. Good professional service allied to a friendly manner." Dr Ian & Mrs Lesley Carson "Acorn Wealth, through Michelle and Jon, have provided us with very high-quality financial advice over a number of years, and have always exceeded usual client expectations of good customer service. We greatly value their professionalism, depth of knowledge and integrity." David & Kay Blore “After working for fifty years, retirement was a very challenging concept on a number of fronts. Acorn Wealth has provided a common sense approach and format that I understand and feel secure with. I would sincerely recommend the great team at Acorn Wealth to anyone” Marilyn White Previous Next GET IN TOUCH Name Email Message Submit OUR ADDRESS * Suite 3, 202 Ferntree Gully Road, Notting Hill, VIC 3168 * 03 9544 8863 SITE PAGES * About Us * Why get financial advice? * Our Team * Our Process * 5 Steps to Financial Independence * When we help * Services * Superannuation * Retirement Planning * Investments * Wealth Protection * Self Managed Superannuation * Debt Management * Estate Planning * Aged Care * Calculators * News * Insights * Latest Acorn Wealth Newsletter * Market Updates * Contact Menu * About Us * Why get financial advice? * Our Team * Our Process * 5 Steps to Financial Independence * When we help * Services * Superannuation * Retirement Planning * Investments * Wealth Protection * Self Managed Superannuation * Debt Management * Estate Planning * Aged Care * Calculators * News * Insights * Latest Acorn Wealth Newsletter * Market Updates * Contact LEGALS * Financial Services Guide * Privacy Policy * Terms and Conditions * General Advice Warning Menu * Financial Services Guide * Privacy Policy * Terms and Conditions * General Advice Warning INSIGHTS THE PROS AND CONS OF HAVING LIFE INSURANCE INSIDE YOUR SUPER 12th December 2023 ARE SUPER CONTRIBUTIONS TAX DEDUCTIBLE? 12th December 2023 ECONOMIC UPDATE WITH BOB CUNNEEN – DECEMBER 2023 12th December 2023 VGB Wealth Pty Ltd ACN 126 014 499 ATF VGB Financial Principles Trust ABN trading as Acorn Wealth. Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323. Offices at Level 6, 161 Collins Street, Melbourne VIC 3000. This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. WORDPRESS WEBSITE BY ADVANT