The Business

The business was established in March 2003 to cater for a perceived hole in service offering for medium to high net wealth individuals and their families.

All too often, successful people receive advice that will help to improve their circumstances – however, the implementation is largely ignored by their advisers.  And with the various pressures, deadlines etc that are already imposed on these people, complete implementation rarely occurs.

Acumen Wealth Management is different!

After designing detailed action plans that take into account our clients' goals, threats and opportunities, we ensure the fulfilment of these plans through to completion.  This implementation is enabled through our proprietary task management system. The system coordinates and prioritises the multitude of items necessary to help our clients achieve their goals.  In short, Acumen Wealth Management is about action