Roly the dog

Roly, the office mascot! (In memory)

Acumen Group

Acumen Group Team Leaders

About

The Acumen Group emerged from a strategic alliance of three businesses to provide a total solution for the financial and business needs of our clients.  

The three businesses within The Acumen Group are:

We understand the importance of having a trusted financial adviser who looks out for you and your financial affairs. We come to you with expertise, experience and ideas.

The Acumen group provides technical advice in way that is easy to understand using open and proactive communication. It is that simple.

We work with our clients to meet their individual needs, from preparation of a simple tax return, to providing a more comprehensive service and drawing upon the varied knowledge and experience of our team members.

The businesses are privately owned by the working directors and their entities.  The businesses do not have any ownership links or associations with any product provider, bank or life company therefore we are not locked into specific products.

Each business is supported by a network of leading and highly respected independent service providers including market and product researchers, legal advisers, training and technical resources, and professional lenders.

Our offices are on the Mornington Peninsula and some clients are located close by, however, many clients are also situated throughout Melbourne Metro, Victoria and Interstate.