Acumen Wealth Management is a boutique financial planning practice based in Subiaco, Western Australia, established in 2003. As members of the Futuro adviser community and the Financial Planning Association of Australia, they have been recognized with the prestigious Futuro Chairman’s Award multiple times. Acumen Wealth Management takes pride in providing holistic, values-based financial advice that prioritizes human connection over product sales. They believe in tailoring financial plans to suit the unique goals, aspirations, and financial situations of each individual and family.
At Acumen Wealth Management, the focus is on listening to clients’ values, priorities, and long-term dreams to create personalized financial plans that align with their aspirations. The team of advisers at Acumen Wealth Management are dedicated to offering strategic advice that covers a wide range of financial issues, going beyond just recommending investment or insurance products. By staying connected with the latest technology and offering online tools for financial tracking, they aim to make the financial planning process seamless and convenient for their clients.
With a commitment to ongoing financial education, Acumen Wealth Management encourages clients to explore the resources available at their Knowledge Centre, including calculators, videos, and articles. Regular reviews of financial plans are conducted to ensure alignment with changing circumstances. Clients appreciate the personalized attention and care provided by the team, as evidenced by the strong portfolio of satisfied clients who return year after year and refer their family and friends to Acumen Wealth Management.