Hello future.
I’m ready for you.

The life
you want
starts here.

You probably have a dream of the life you want
for you and your family. But are you financially on
track to make it happen? And will you be protected
if there's an unexpected plot twist in your life?
At Acumen Wealth Management, we can work with
you to create a very personal financial plan, so you can
embrace the future with open arms.

What do
you value
most in life?

We begin by asking you the big questions, and listening to your
answers. About your values, priorities and what’s in your heart
as well as your bank account. As holistic, values-based financial
advisers, our approach is about more than money. It's about
money as a means to your dreams.

Everyone is different, so every financial plan is different.
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Your roadmap to
financial freedom.

We'll create a clear plan to help you on the road
to financial freedom at every stage of life. Not only that,
but we'll make sure your plan becomes action.
We'll connect you to the latest online tools to get your
financial affairs under control. And because nothing stays
the same forever, we'll regularly review your plan as the
world and your circumstances change.

With clarity comes confidence.
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The retirement
you deserve.

To make the most of your retirement, you need to seriously
think about the retirement lifestyle you want and how to get
there. Whether you need superannuation and investment
strategies a few years out from retirement, or advice
on generating maximum income after retirement,
we can help. We can also advise you on estate planning
for a smooth handover of assets to the next generation.
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What People Say

What I love about having Acumen Wealth as our financial advisors is that they genuinely care about me and my family. They go out of their way to make sure that my financial plans are linked to what is important to me I have tremendous peace of mind knowing that my money is working for me and that I am protected should something go wrong. I know they have my back!

Glenn Bergsma
I have been a client of this firm since its inception - some thirteen years. In that time I have received financial advice, family estate implementation and courteous attention at all times. Go well Acumen, continue to grow in knowledge and service to clients.

Dr NM Broad
Cameron McLean from Acumen Wealth Management has been my financial adviser since I retired in 2008. Cameron's knowledge on superannuation has been able to help set up my financial future. He is always available and very easy to work with. I would have no hesitation in recommending him as a financial adviser.

Peter Tilbrook
Just a quick note to express our appreciation for all your help again this year. We greatly value yourongoing insight and steerage in getting our financial planning in order. Once again all matters have been dealt with in a timely and painless manner. We are particularly grateful for your seemingly endless patience in addressing our wide range of oddball questions. The confidence and peace of mind we now have that our long-term financial matters are subject to an effective and sustainable plan is great. We also think you offer the best coffee in Subiaco.

Jayne & Grant Lintern

Hello future.I’m ready for you.

The life you want starts here.

What do you value most in life?