ACG Financial Planning

27/05/2026

On the road again...........seeing people, in person, across Victoria.

07/05/2026

The person you meet will be the one who talks to you on the phone, who responds to your email, who sends a text message, and most importantly the one who provides you with advice and will be there for you during the good times and bad. To find out more give me a call.

02/04/2026

Using history as a guide, there will always be something to cause a sharemarket reaction (good and bad). Being emotional is natural when there is bad news in particular. That being said, in good times and bad, have a robust plan in place, catered to your own situation and stick to it. Markets are generally more positive than not over longer periods of time.

Some of the biggest moments in history (there could be more):

- 1910/1920: World War 1, Flu
- 1920/1930: Hyperinflation, stock market crash
- 1930/1940: Depression and mass unemployment
- 1940/1950: World War 2
- 1950/1960: Cold War, Korean War
- 1960/1970: Vietnam War
- 1970/1980: Oil Crisis, stagflation and recession
- 1980/1990: Iran/Iraq War, African famine, AIDS
- 1990/2000: Gulf War, Bulkans War, Rwanda
- 2000/2010: 9/11, Bali, Afghan War, Global Financial Crisis
- 2010/2020: Grexit, Brexit, President Trump, China/US Trade War
- 2020/Present: Covid 19, Crypto, Tariff War, Oil Crisis

18/03/2026

23/12/2025

Greatly appreciate your support over the past 12 months. Have helped with a range of different situations, I just as much though appreciate being welcomed into your homes. Being able to sit down in person is so important. Wishing you well for Xmas and New Year 🎄 🎅 🎁

Hours (by appointment only):

Dec 22, 23, 24: 9am to 4pm
Dec 25, 26: Closed
Dec 29, 30, 31: 9am to 4pm
Jan 1, 2: Closed
Jan 5 Onwards: Standard business hours

24/11/2025

ACGFP is a Victorian business, with a presence around Melbourne, Bendigo and Swan Hill. I work together with individuals/families and have conversations about what is important in their lives. Whether it be working towards retirement, during retirement or assisting with options for future care, I am here to help with those life changing events. In todays online world, it is important you can see the person whom you are engaging with. Providing a personal service is important, especially sitting at home around the kitchen table. You also have my word that if you call, email or text I will always be at the end of it. People helping people. Look forward to working together, by appointment only. Sincerely, Adam.

08/11/2025

Dealing with retirement, an aged care transition, saving for a home, health crisis plus many more life events brings a great deal of emotion. The benefit of having a central point of contact is that my clients just need to pick up a phone and call/text (at any time) and know that I'll be at the end of it. Sure, things will take time, there is never an end point, life is a journey, it is not transactional, personal service and professional relationships to bring you peace of mind.

10/10/2025

Looking forward to next week.

https://www.facebook.com/share/p/1GoFHNajU1/

We are lucky to have Adam from ACG Financial Planning coming through Cohuna on Wednesday 15/10 to chat with people about things like aged care planning, retirement planning, estate planning or dealing with Services Australia.

If this is something that's playing on the mind of you, or any family members, please get in touch as it's nice to have someone friendly to sit down and chat with.

There are no obligations, and Adam is a great guy who currently works with people all the way from Swan Hill, to Bendigo and Melbourne 😊

To make a time with Adam please reach out as follows:

Location: CohunaCo, 38 Channel St, Cohuna
Time: Available between 8.30 to 4.30.
Phone: 03 9120 3320
Email: [email protected]

www.acgfp.com.au

30/09/2025

Hi all, will be doing the rounds to Bendigo/Swan Hill and surrounding areas. Looking at doing some educational sessions on financial advice.

I'll be using an office at CohunaCo on the 15th October so if anyone has been thinking about their own situation or someone they care about, more than happy to sit down and have a private and confidential chat. I can't provide you advice in our initial meeting however it will give us a chance to meet, understand what your needs are and allow me to walk you through the advice process. There is a lot to think about. Could be to do with matters about aged care planning, retirement planning, estate planning or dealing with Services Australia.

To make a time please reach out as follows:

Location: CohunaCo, 38 Channel St, Cohuna
Time: Available between 8.30 to 4.30.
Phone: 03 9120 3320
Email: [email protected]

Here to help.

Adam

21/09/2025

I have been in the financial advice industry for about 20 years now, one thing that the industry has taught me is that change is the one constant. Nothing ever stays the same, whether it be technology, clients circumstances, the laws overseeing the governance of financial advice and the list goes on. That’s why we are all learning on this journey and we need to be engaged with one another and sit down regularly to make sure the strategy we have put in place continues to be appropriate to you. We collectively always need to think about the future and what may eventuate, there should be no surprises.