Acumen Wealth Management - Subiaco, Western Australia

Address: Suite 5/420 Bagot Rd, Subiaco WA 6008, Australia.
Phone: 893828808.
Website: acumenwealth.com.au
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 18 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Acumen Wealth Management

☎️893828808

⏰ Open Hours of Acumen Wealth Management

Monday: 8:30 AM–5 PM
Tuesday: 8:30 AM–5 PM
Wednesday: 8:30 AM–5 PM
Thursday: 8:30 AM–5 PM
Friday: 8:30 AM–5 PM
Saturday: Closed
Sunday: Closed

Acumen Wealth Management: A Trustworthy and Efficient Financial Planner

Acumen Wealth Management, located at Suite 5/420 Bagot Rd, Subiaco WA 6008, Australia, is a renowned financial planning firm that has been serving its clients with utmost dedication and professionalism. With a phone number 893828808 and website acumenwealth.com.au, this company has established itself as a reliable and efficient financial partner for individuals and businesses alike.

One of the primary specialties of Acumen Wealth Management is financial planning. The team of experts at Acumen Wealth Management is committed to providing personalized and comprehensive financial planning services that cater to the unique needs and goals of each client. They work closely with their clients to understand their financial situation, aspirations, and risk tolerance, and then develop a customized plan that helps them achieve their financial objectives.

Acumen Wealth Management is known for its efficiency, thoroughness, and timeliness. The company's clients appreciate the prompt and professional service they receive, as well as the well-researched and documented advice they are given. Many clients have expressed their gratitude for the weight that Acumen Wealth Management has lifted off their shoulders, providing them with peace of mind and confidence in their financial future.

In addition to its exceptional service and expertise, Acumen Wealth Management is also accessible to people with disabilities. The company's office has a wheelchair accessible entrance, parking lot, and restroom, making it easy for everyone to access their services.

Acumen Wealth Management has received numerous positive reviews on Google My Business, with an average rating of 5/5. One client expressed their satisfaction by saying, "In this day of people getting to things when they can, Peter Holland and his team, are efficient, thorough and timely. I can trust the advice given and the work done to be well researched, properly documented and explained. Peter has taken a huge weight off my shoulders and we have used his services for several years. I would have no problem in giving the highest recommendation to Peter and his team to anyone."

👍 Reviews of Acumen Wealth Management

Acumen Wealth Management - Subiaco, Western Australia

Fran B.

5/5

In this day of people getting to things when they can, Peter Holland and his team, are efficient, thorough and timely. I can trust the advice given and the work done to be well researched, properly documented and explained. Peter has taken a huge weight off my shoulders and we have used his services for several years. I would have no problem in giving the highest recommendation to Peter and his team to anyone.

Melissa M.

5/5

I have no hesitation recommending Acumen to anyone - high level, personalised service, friendly and approachable. It is so reassuring to be able to get in contact with them whenever we have a question. We are in a good position financially due to Cameron McLean and his colleagues; thank you 🙂

ramendra M.

5/5

Over 25 yrs ago we moved to the city from a mining town. During this transition period we were introduced to Peter Holland of Acumen Wealth Management by our accounting firm, Deloitte. We were impressed by his professionalism and comprehensive approach. Peter’s guidance provided the financial confidence required in the early period. As years went by the financial situation and life journey evolved, Peter’s prudent advice has been constant source of financial stability. He has managed the investment leading to adequate growth while mitigated risks.
Based on our experience we are whole heartedly recommending Peter Holland of Acumen Wealth Management to anyone seeking financial stability and growth. Peter’s service goes beyond finance management. He has provided comprehensive financial and retirement planning, tax optimisation and estate planning

Gillian A.

5/5

I have been with Peter almost from his first years as a Financial Advisor and I don't think I would be in my nice secure situation today without his kindness and regard for me all this time.
He is kind and professional with all the decisions I have had to make and I would certainly recommend his Company.

Michael F.

5/5

My wife and I have been clients of Peter and his team at Acumen for over 20 years and have always found them to be professional, competent and focussed and, perhaps equally important, honest in all advice offered. We have been very satisfied with all the help over the years and have no hesitation in thoroughly recommending Peter and his team

Christy B.

5/5

We have been dealing with Peter and crew for several years now after he was recommended to us by friends. This has proven to be a very successful move as Peter has been able to highlight numerous recommendations and provided us with suggestions regarding investments and general cost savings. At a reasonable price you are well looked after and always provided with caring and friendly advice.

P K.

5/5

Planning for the future is always a tricky subject. Acumen has been handling our finances for several years now and I can honestly say that their advice has always been spot on. It has given us peace of mind. Knowing that we can call them anytime with a question is reassuring and I have always found them to be patient and understanding. I have no hesitation in recommending Acumen to anyone.

Judy F.

5/5

I am the kind of person who is terrified of dealing with money and what I need to do regarding my needs when I retire. Peter has laid out everything clearly and where I’ll be each year going forward. Thanks to him I have confidence and direction, I would and have recommended him to everyone I know