How We Think
At Acumen Wealth Management, we provide holistic, values-based financial advice. We don’t sell products. We provide human connection.
We understand that every financial plan is different, because every person and family is different.
That’s why we listen and fully explore what matters most to you before providing advice and solutions that align with your goals, aspirations and current financial situation.
Over time, we conduct regular reviews of your financial plan as circumstances change.
Hassle free service for busy people
We understand how busy you are, so we work hard to take the hassle out of the process.
We follow through to ensure that every agreed element of your financial plan is not just discussed but implemented.
We strongly believe that a financial adviser should be more than someone who simply recommends and sells investment or insurance products. Because of this belief, we’ve invested heavily in training our advisers to provide holistic strategic advice covering the full range of financial issues.
Human connection meets technology
We’re connected with the latest technology to deliver cutting edge advice and make your experience seamless and easy.
For example, we offer you a cool online tool that simplifies keeping track of your finances and cashflow on your mobile device.
But all the tools in the world will never replace the personal human connection and expertise our people can provide.
If you would like more information, please read our Financial Services Guide (FSG).
Ongoing financial education
At Acumen Wealth Management, your ongoing financial education is also part of our role. That’s why we encourage you to explore the excellent resources including calculators, videos and articles at our Knowledge Centre.
Contact us to discuss how Acumen can help you put your financial affairs in order.