What People Say
I am writing to express my gratitude to the Acumen team for the recent financial advice that I received from them but more specifically from Cameron McLean. It was not only his extensive knowledge of the financial and insurance products that were impressive but the personal approach that was taken to get to know us and what we wanted to achieve that we really appreciated. The team at Acumen was also extremely helpful with putting us in touch with and recommending other specialised professionals to help us achieve our financial goals. I have recommended the team to family and friends and would recommend them to anyone who needs some financial guidance.
Just a quick note to express our appreciation for all your help again this year. We greatly value your ongoing 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
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.
Cameron has been my trusted financial adviser for the last 10 years. He has high integrity, and is hardworking and trustworthy, and he has managed my portfolio to suit my lifestyle. When he moved to Acumen, I moved too, and I’m very happy that Acumen has the same high values and principles giving me peace of mind and, most importantly, financial stability. I’m looking forward to a long association with Cameron and Acumen Wealth Management.
As a professional couple with a very young family, planning for the future is highly important to us. However, wading through the maze of available insurance, investments, education saving, superannuation, and wills, by ourselves is mind boggling. Peter and the team carefully listened to our goals, compiled suitable options specific to our family’s needs, and tailored a plan that we believe in. Acumen has not only assisted to crystallise our future, but provided a level of comfort allowing us to focus on raising our family and relax knowing we are working towards the future we want. We thoroughly trust Acumen, and repeatedly recommend their services to anyone with a future!
Bec and Mike, Belmont
Peter Holland has been my financial planner / advisor for many years. I find him to be extremely professional. He listens and responds to my needs and is there to help at a moment’s notice.
Peter has given me advice in a number of areas in my life including Insurance, Superannuation, Tax and Investments and has never let me down. He is up to date with all the latest news and changes in his field.
Peter has been a great asset to my business and I have no hesitation in recommending Acumen Wealth Management to others.
Mick Giancola (Artisan Furnishings)
Peter Holland and his team at Acumen Wealth Management have provided us with financial advice since 2007.
Acumen's expert, proactive advice has helped us clarify our own financial needs and goals, given us a clear but flexible plan to follow, and support and guidance which has kept us on track. It is a big relief to know that we have this important part of our lives in order.
For example, with Acumen’s guidance and knowledge we were able to put things in place in advance to make sure we could cover private school fees for our three children, which we would certainly not have been able to afford otherwise. Other strategies put in place by the Acumen team have saved us a small fortune in tax and fees, and given us a much better return on our investments that would otherwise have been the case.
The Acumen team are not only excellent at the technical aspect of what they do; they are friendly and responsive and easy to deal with, and consistently demonstrate the highest standards of ethics and accountability. Highly recommended.
Veronica and Mark Jumeaux
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!
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.