SERVICES

"We Offer a wide range of services that aim to provide solutions to meet our clients goals and objectives."

Acorn Financial Group provides market leading financial strategies and services to our clients. The financial services world is complex and is always changing. A portfolio needs to be constantly reviewed and professionally managed to ensure not only that the total content is appropriate to your current needs, but that it takes into account your future requirements as your life changes.

Acorn Financial Group exists to provide a personalised approach to financial advisory services. We have significant experience across many facets of the financial markets. We aim to direct that experience and knowledge to the benefit of our clients in plain language, and within cost effective structures.

We are not contractually bound by any of our providers to recommend their product, we are able to place business across the marketplace which allows us to provide a objective solution based financial advisory service which is not product driven.

Self Managed Superannuation Fund Solutions

  • Establishment of a self managed superannuation funds
  • Strategic advice in relation to self managed superannuation funds
  • Retirement planning strategies within self managed superannuation funds
  • Investment management within self managed superannuation funds
  • Portfolio management services for self managed superannuation funds

Superannuation Solutions

  • Corporate master trust advisory services
  • Individual master trust advisory services
  • Self managed superannuation funds
  • Retirement planning strategies
  • Strategic advice and superannuation consulting services
  • Employee benefit consulting

Asset Consulting Solutions

  • Tailored investment strategies and advice
  • Impartial and unbiased investment recommendations
  • Direct equities advice
  • Managed investments advice
  • Portfolio management services

Asset Protection Solutions

Individual

  • Income protection insurance
  • Life insurance
  • Total and permanent disablement (TPD) insurance
  • Trauma insurance

Privately owned businesses

  • Keyperson insurance strategies
  • Equity insurance – Buy / Sell strategies
  • Guarantor – Loan protection insurance strategies
  • Business expenses insurance strategies

Corporate

  • Group salary continuance insurance plans
  • Group life and total and permenant disablement insurance plans
  • Keyperson insurance strategies
  • Ex-patriate and In-patriate health insurance programs
  • Insurance benefits in relation to Australian Workplace Agreements (AWA’s)
  • Insurance benefits in relation to Enterprise Bargaining Agreements (EBA’s)
  • Corporate health insurance programs