Acumen Wealth Management is a boutique financial planning practice in Subiaco established in 2003. We are members of the Futuro adviser community and the Financial Planning Association of Australia. We've been awarded the Futuro Chairman's Award four times in a row. Even more telling is our portfolio of satisfied clients who return to us year after year and refer us to their family and friends.
We understand that every financial plan is different, because every person and family is different. That's why we listen and fully explore what matters most to you before providing advice and solutions that align with your goals, aspirations and current financial situation. We follow through to ensure that every agreed element of your financial plan is not just discussed but implemented.
We understand that every financial plan is different, because every person and family is different. That's why we listen and fully explore what matters most to you before providing advice and solutions that align with your goals, aspirations and current financial situation. We follow through to ensure that every agreed element of your financial plan is not just discussed but implemented.
Services
Your first meeting with Acumen Wealth Management is all about you - and matching your dreams with a financial plan to realise them. 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.
Thank you for visiting our Financial Knowledge Centre and we hope you will find the content of great value. We value the relationship we have with our clients and care about their financial education and wellbeing. As such, we offer full access to the Financial Knowledge Centre as an extension to our services.
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