Investing is an important part of wealth management, both inside and outside superannuation.
At Acumen Wealth Management, we know your circumstances are unique. That's why we ensure your investments reflect your individual needs, expectations and tolerance for risk.
Our rigorous research and selection process ensures investments chosen are the best suited to helping you achieve your long-term financial and lifestyle goals. We also review and manage your investments regularly to make sure you're still on the right path.
Within your superannuation and other portfolios we help you structure your underlying investments. This can range from simple managed funds, share and property portfolios through to individually managed accounts, which are fully managed portfolios diversified across all asset classes to mitigate risks, including cash, fixed interest, international investments, property trusts and Australian equities.