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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.

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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.

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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

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Investments

Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.

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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.

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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.

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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.

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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.

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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.

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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

Super contributions

Super contributions

If you’re employed, your employer should be paying a percentage of your earnings into your super account. It’s worth checking…
Weighing up the Age Pension and the assets test

Weighing up the Age Pension and the assets test

Why having less super isn’t necessarily a financial sweet spot for retirees. Millions of Australians aged 67 and over have…
First home guarantee scheme: how does it work?

First home guarantee scheme: how does it work?

Key takeaways: Eligible buyers can purchase or build a new home with a deposit of as little as 5% without…
Your home in retirement

Your home in retirement

When you’re planning for retirement, consider what kind of home you can afford and what suits your level of independence.…
How to get into the retirement comfort zone

How to get into the retirement comfort zone

A third of Australians retire without a plan. Here’s why you should have one. Working and generating a stable income…
Super lump sum

Super lump sum

You may be able to take your superannuation as a lump sum payment when you retire. This is usually tax-free…
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

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

“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
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Get in touch

Our Address

  • Suite 3, 202 Ferntree Gully Road, Notting Hill, VIC 3168
  • 03 9544 8863

Site pages

Legals

Insights

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 Suite 3, Level 8, 309 Kent St Sydney NSW 2000.

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.

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Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Download the Guide

In this free ebook we share 5 important steps to help you be the boss of your money.

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.

Jane Brown

Head Accountant

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