Share the journey of investing together

Investing is a necessary piece of the wealth creation puzzle. At Acumen Investors and Acumen Money, we embody Simple Sophistication in our investing journey with you. We work hard at making institutional-grade investment products accessible to everyone, especially everyday investors. We know what matters is not how smart we are; it is how much is in our clients’ pockets after our advice that matters. We are realists, and we are here to provide our clients with high-quality financial advice at fair prices. We believe everyone deserves Money Done Smart.

Superannuation & Investments

We assist with comprehensive family investments, portfolio establishments, reviews and ongoing management, including administration and reporting. Our clients are young entrepreneurs, doctors, dentists, nurses, dental assistants, and senior professionals in their peak income years to retirees.

The types of financial advice we provide include:

  • Structuring and strategy, financial planning, retirement planning and annuity
  • Superannuation and SMSF, establishment, management and lending
  • Cash flow planning and budgeting for the young investors

    • Do you know if you are on track to achieve your financial goals? Find out below in under 5 minutes

    Insurances

    We service various clients, including young families, sole income earners, key persons in their businesses, and those high in borrowings or income needs. Our advisers play a key role in providing advice in clients’ protection plans, like Income Protection, Life, TPD and Trauma and Key man policies, including portfolio hedging as a complete protection service.

    Wealth
    Management

    With our tradition of being an investment house specialising in stockbroking, our investment menu is predominantly direct securities, offering transparency and flexibility at lower costs.

    The breadth of products available to choose from include:

  • Managed Portfolios: professionally managed Australian and International Securities, suitable for all entity types and sizes with various levels of risks according to investors’ appetite.
  • Customised investment portfolios (stockbroking style): suitable for wholesale investors, those with complex financial needs or requiring sophisticated investment products to meet specific objectives.

    • No matter your investment needs, our Advisers endeavour to find solutions for you within the Acumen Adviser Network. Just reach out.

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