Our Services

Acumen Wealth Management's core goal is to provide you the client with the time and the energy to focus on what is important to you, your family and your business.  Our principal service in delivering this goal is our Strategic Partner Program, which acts both as a driver and as a project manager for our other services.

Strategic Partner Program

The Strategic Partner Program helps you to articulate what is important to you, your family and your business. It also helps you to stay on track. Our client deliverables include:

1 Review documentation and circumstances
2 Goal setting
3 Meet with existing advisers
4 Investment review
5 Financing review
6 Asset protection review
7 Insurance review
8 Estate planning review
9 Implementation

Where appropriate, we will recommend the serviceslisted below, either as part of the Strategic Partner Program or to address specific issues.

Enhanced Investment Service

The Enhanced Investment Service includes the complete active management of your investment portfolio(s) incorporating all asset classes including: cash, fixed interest, international investments, property trusts and direct Australian equities.  Your portfolio is maintained on an Individually Management Account basis with consolidated reporting and tax reports.

Insurance

Our Insurance Service involves a comprehensive analysis and review of your total wealth protection, risk management and personal and business insurance needs. The result is an individually developed strategy outlining:

General Insurance
Personal Insurance
Business Insurance
Finance

Our Finance Service involves assisting you with your finance requirements including:

Home loans
Investment loans
Business loans