Acumen Financial Planning Team
Acumen's Certified Financial Planners provide quality professional financial services to its clients across the Mornington Peninsula, Bayside, South Eastern Suburbs, Melbourne and interstate - with a solid reputation for caring attitudes and financial advice you can rely on.
All members of our team have the same caring attitude. It is about you and how we can help. It is great to know that we listen and we are genuinely there to help you achieve you goals and provide you with peace of mind that someone is looking after your financial affairs.
Meeting the financial planning needs of the community
Acumen meets what we see as a gap in the financial planning environment - a need for truly genuine financial advice – which due to our expertise, attitude and ownership of our own licence - we have been able to achieve. Our advice is therefore based purely on a thorough understanding of our clients to ensure that their financial plans are relevant and ideally suited to their unique circumstances.
No one plans to fail they simply fail to plan.
During your life you will need to call upon the expertise of a qualified, well regarded adviser to assist you with your plans. Acumen understands that your financial goals and needs today will inevitably change over a lifetime. We offer financial advice that puts you first and we have the necessary expertise to guide and navigate you on your journey.
Please contact our office for an introductory appointment. At this meeting we will provide you with our Financial Services Guide which details our licence authorisations, qualifications, knowledge, experience and fee structure.
Acumen Financial Pty Ltd ABN 44 116 392 913
Australian Financial Services Licence 295696