Holistic Financial Planning

Your first meeting with Acumen Wealth Management 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.

That means we can 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.

Once your personal financial plan is complete, you'll receive a comprehensive binder, updated annually, that collates all your essential information including vital insurance and estate planning documents for your peace of mind.

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.