Acorn Wealth Matters

As another interesting year draws to a close we provide you with some final thoughts for the year. Links to our articles are below:

After a rocky couple of months, investment markets appear to have recovered - read Bob Cunneen's Economic Update for November 2023 to see why;
Whether this is applied to work, finance or relationships the '1% rule' has the power to make a real difference. Read about this approach and how it can make BIG changes for you.

It has been a pleasure meeting new and existing clients throughout the year, hearing their news and assisting them with their financial objectives. We thank you for entrusting us to manage your finances and for your support during 2023. We wish you and your loved ones a very Merry Christmas, a prosperous New Year and look forward to seeing you again in 2024.

Please feel free to share this newsletter with your family, friends and work colleagues and if you have any questions please contact us on 9544 8863 or admin@acornwealth.com.au

Regards,

Michelle, Jon and the Acorn team

We would like to advise that our office will be closed from 3:00 pm Thursday, 21^st December, 2023 to 9:00 am Monday, 8^th January, 2024 for the Christmas period.

VGB Wealth Pty Ltd trading as Acorn Wealth and Vickery Galvin Brittain Financial Services Pty Ltd Authorised Representatives Consultum Financial Advisers Pty Ltd, Australian Financial Services Licensee

Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.
Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product.
Past performance is not a reliable guide to future returns.
The information on this site reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way.
Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document.

Suite 3 202 Ferntree Gully Road Notting Hill Vic 3168
Postal Address: PO Box 81, Mt Waverley BC Vic 3149
03 9544 8863

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