Map Out The Life You Want
Get a job. Find your soulmate. Buy a house. Start a family. See the world.
Retire in style. Leave a legacy. Whatever your age or stage, you’ll need money and good advice to make it happen.
Because Life’s
Not A Rehearsal
The team at Acumen can help you develop a financial plan that makes it possible to enjoy the here and now while providing for the future.
What Are You
Searching For ?
Whether you’re searching for short-term advice or a long-term holistic financial plan, our experienced Acumen advisers can cut through the financial jargon, explain your options and help set you on the right path.
I Want To Grow My Wealth
I Want To Manage My Spending
Is My Super Fund Right For Me?
I Want To Pay Off My Mortgage Sooner
How Do I Pay For My Child’s Education?
Do I Have The Right Type And Amount Of Life Insurance?
Do I Have Enough To Retire?
Will My Wishes Be Carried Out If I Were To Die Or Lose Capacity?
Here Are Some Reviews We’re Proud Of
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Ramendra Mitra
"Over 25 yrs ago we moved to the city from a mining town. During this transition period we were introduced to Peter Holland of Acumen Wealth Management by our accounting firm, Deloitte. We were impressed by his professionalism and comprehensive approach. Peter's guidance provided the financial confidence required in the early period. As years went by the financial situation and life journey evolved, Peter’s prudent advice has been constant source of financial stability. He has managed the investment leading to adequate growth while mitigated risks. Based on our experience we are whole heartedly recommending Peter Holland of Acumen Wealth Management to anyone seeking financial stability and growth. Peter's service goes beyond finance management. He has provided comprehensive financial and retirement planning, tax optimisation and estate planning." -
Christy Burgers
"We have been dealing with Peter and crew for several years now after he was recommended to us by friends. This has proven to be a very successful move as Peter has been able to highlight numerous recommendations and provided us with suggestions regarding investments and general cost savings. At a reasonable price you are well looked after and always provided with caring and friendly advice." -
P K
"Planning for the future is always a tricky subject. Acumen has been handling our finances for several years now and I can honestly say that their advice has always been spot on. It has given us peace of mind. Knowing that we can call them anytime with a question is reassuring and I have always found them to be patient and understanding. I have no hesitation in recommending Acumen to anyone." -
Rojeen Amani
"Peter holland and William Wingfeild at Acumen have been exceptional in their service over the past year and half. Being quite time poor, my husband and I were seeking advice and assistance in 'streamlining our finances' and also ensuring we had the necessary things in place to provide ourselves and our growing family with future financial security. It can be quite a daunting experience making financial decisions especially with the pressures we are facing in today's society but we don’t regret for one second the decision to seek assistance from Acumen. We Would definitely recommend them to any family or friends. Thankyou again James and Rojeen" -
Cowaramup Berry Farm
"Acumen Wealth Management have been assisting with our financial planning for some time. We have always found Peter and the team to be informed, helpful and available, providing guidance and support as needed." -
Michael Forbes
"My wife and I have been clients of Peter and his team at Acumen for over 20 years and have always found them to be professional, competent and focussed and, perhaps equally important, honest in all advice offered. We have been very satisfied with all the help over the years and have no hesitation in thoroughly recommending Peter and his team." -
Roger Boston
"AWM provide a highly professional service . I have been a client for about twenty years. We have weathered two financial crises. They strive to engage the best investor services and combine this with a profound knowledge of the Law and Tax regulations. I recommend them to anyone who wants to to take awyay the stress of managing thier own affairs."" -
Annie Miller
"Will and Peter at Acumen are extremely professional and provided great service at a time when my partner and I really needed it. We feel so much more confident in our financial situation since engaging their services. Recommend their services to anyone at any stage of their life!" -
Derek Wood
"We have been with Peter at Acumen for a few years and cannot speak more highly of his expertise, caring concern for our financial welfare excellent investments, the clarity and helpfulness of his advice and explanations and his always delightful friendly attitude which all up puts us at ease confident always that we are receiving the best advice."" -
Steve Wilson
"I have been dealing with Acumen Wealth Management for more than 20 years and they have always given me great advice with my Superannuation and my transition to retirement, Thanks Peter." -
Greg Ryan
"Had our annual check up today and as always Peter’s advice was very good and relevant. Would have no hesitation in recommending Acumen to people looking for good advice." -
Murray Ross
"Professional and friendly service. Can't be faulted."
Let’s Journey Together
Life is for living – and sound financial planning makes it all possible. Our team members are highly qualified, experienced and very approachable.
