Your Wealth

Your first meeting with Acumen is all about you – and matching your dreams with a financial plan to realise them.
It involves big picture thinking about your life, values and priorities.
It also involves an in-depth analysis of your current financial position. That’s why, to save time, we’ll ask you to do a little homework and complete a financial and lifestyle health check before our first meeting.
This helps us to quickly get down to a meaningful discussion about your individual financial circumstances and how to improve your financial security.
From daily budget management to tax planning. From providing for your kids’ education to protecting your lifestyle whatever the future holds. From investing more to working less. From being smart about super to preparing for retirement and leaving a legacy. We’ll help you develop a clear financial roadmap.
We come back to this financial roadmap regularly throughout your journey with Acumen and ensure your wealth plan remains on track. This process includes comprehensive annual reviews, providing advice around your changing circumstances, personal, legislative and economic, and liaising with your other financial professionals.
For us, “Wealth for Life” means empowering you to take control of your financial future.
Through every stage of life, we’re here to ensure your wealth adapts and grows. With a plan that’s as dynamic as your life, you can face the future with confidence and clarity.

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?