Acumen Wealth Management

17/12/2024

We have updated our website!!

Let us know what you think!

Enrich Your Life. Start Your Financial Journey Here.

22/02/2024

Wow . . . 21! Where did the time go??

Seriously, thanks to all who have been on the journey with us over the last 21 years here at Acumen Wealth Management. Clients, employees, families and service providers - take a bow!

So proud to have been along for the ride with everyone.

Onwards and upwards!

03/10/2023

The Acumen team is participating in the HBF Fitness Challenge for Telethon!

We're looking forward to the challenge. We need to raise a minimum of $3,000 to help Telethon - and we'd love your help!

It only takes a minute and any money you can give (no matter how large or small) will go a long way to helping us reach our target.

Click on the below to donate.

Hi all, This is the first year Acumen Wealth Management have taken part in the HBF Fitness Challenge for Telethon. We're looking forward to the challenge. We need to raise a minimum of $3000 to help Telethon - and we'd love your help! Our team includes: Peter Holland Will Henwood Will Wingfield Jord...

21/01/2022

Hi there

Well today is a day of mixed feelings for us here at Acumen. It is the last day here for our long term and highly valued team member, Kara Taylor.

I am very confident in saying that anyone who has had dealings with Acumen over the last 9 years would have been extremely impressed with Kara's expertise, efficiency and warmness. She has been the absolute glue that has helped hold our team together. Well done Kara and congratulations for all you have achieved!

Kara leaves us to go to a higher calling as a primary school teacher, qualifications she completed while working mostly full time for Acumen - great juggling skills there!!

We wish Kara all the best for the future and have no doubt of her success going forward!

15/12/2021

It's definitely been a while since the last update!

Rest assured we have been busy. In particular, we have new team members here (some newer than others!). Please join with me in welcoming:

Natalie Conroy - Senior Adviser
Jackline Malongo - Client Services Manager
Isabella Holland - Administrator

Jump on our website for more information:

Peter Holland - Director, Senior Adviser Peter is the Director of Acumen Wealth Management and a Senior Adviser. He's passionate about helping coordinate the delivery of clients' strategic plans and financial advice. Previously, Peter worked as a commerc...

16/06/2020

https://www.linkedin.com/feed/update/urn:li:activity:6678517925076439040

While the Covid-19 pandemic has been devastating both locally and around the world as the attached article shows, it has also provided an opportunity to...

20/09/2019

Are your finances suffering because you can’t resist spending on the latest trends? Here are some tips to help you switch your focus to long-term money goals instead.

27/08/2019

As a super fund member, you will be receiving your annual super statement soon. In this article, we provide you with a helpful checklist for reviewing this important document.

17/06/2019

Retirement is a time to relax and enjoy the fruits of your labours; but, can relaxing too much be a bad thing? In this article, we explore the physical activity and dietary guidelines for retirees.