Acumen is located on the Mornington Peninsula and our Financial services include:-

  • Superannuation Planning
  • Self-managed super funds
  • Tax Planning
  • Personal insurance and financial management
  • Retirement Planning
  • Centrelink and DVA
  • Business Structures and succession planning
  • Salary packaging
  • Investment Planning
  • Property
  • Share Portfolios
  • Asset Allocation and Portfolio Design
  • Budget and cash flow management
  • Aged care
  • Estate Planning

Are you looking for a trusted financial adviser offering quality financial services?  At Acumen Financial we provide financial advice with a difference:

Financial Planning built on trust and long term relationships

At Acumen we believe that the only way we can create a financial plan for you is to really know you, your family, your goals and your lifestyle. In other words our aim is to build relationships with our clients that allow us to do that. We won’t treat you like a number and you won’t have a different planner every time you call or visit.  We want you to be a long term client who will benefit from a solid relationship where your financial plan is based on an understanding of every aspect of your financial position.

Insightful approach

Our qualifications and experience give us that extra level of understanding so we are able to take a broader more detailed view of your particular circumstances. A multi-skilled and qualified approach means we can provide more insightful advice.  Specialising in financial planning to ensure we maintain high standards.

Accessible Financial Service with a personal touch

At Acumen, we like to see ourselves as “hands on.” That means we provide  personal service and a commitment to you.  You will stay informed and abreast of your financial situation – giving you invaluable peace of mind. To that end, you can also be assured that you can talk to us with any questions or concerns.   Our objective is to deliver concise and timely advice to you when it matters.

Realistic and Relevant Financial Planning

At Acumen we offer you quality realistic advice without the idealistic hype.  You can be confident that our professional recommendations will be based on common sense and diligent research and will represent achievable goals. What’s more you can be sure that no matter how complex or small the issue, we can take care of it for you - deciphering the red tape and bureaucracy to deliver you the right answer and the most relevant solution every time.

Life shouldn’t be like a game of ‘pick up sticks’ where you remove or change one element and the puzzle falls apart.  We are here to manage all the different elements for you so if something changes in one aspect or if government legislation changes we can help adjust all the pieces.

Ongoing Support and Advice for a life time of financial planning

Here at Acumen we understand that your circumstances and goals will change over your lifetime. Our flexible approach to your financial planning means we will provide ongoing support and advice at any age and every stage of yours and your family’s life. This also means that we can recommend or work with high quality professionals from our extensive and trusted network, like accountants or lawyers should you need them at any time.

Our own Australian Financial Services Licence

As we operate our own licence we are not aligned or owned by a particular financial product provider. When you deal with Acumen you can be confident that you’re getting advice based purely on your particular circumstances and what best suits your unique financial position.

No matter where you are in life, Acumen is committed to providing you with professional, genuine and realistic financial planning based on your unique circumstances and designed to continually improve and enhance your financial position.

 

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Professional

Acumen Financial Pty Ltd is proud to be an approved FPA Professional Practice the symbol of professional financial planning in our community. As an FPA Professional Practice we comply with the highest ethical and professional standards set by the Financial Planning Association of Australia. We have met their strict and rigorous eligibility and ongoing commitment criteria, including having a high proportion of CERTIFIED FINANCIAL PLANNERĀ® practitioners the highest standard of achievement for financial planners in the world.

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