“We’ve been with Acumen Financial Planning for over 10 years and are very happy with the service and advice received. Our planner is fully aware of our financial situation, takes an interest in our family’s circumstances, and is approachable, knowledgeable, and efficient.”
Still very happy after 10 years
Client of Steven Milne
Investments far exceeded expectations
“When my previous planner retired, they recommended Acumen. I had no real knowledge about long-term financial planning, but my new planner helped me see the impact of our choices through to retirement and beyond. They’ve even begun advising our son, taking his generation’s needs into account. The advice has helped me make decisions I never would have considered, and our investments have far exceeded expectations.”
Florence, a client of Andrew Sutherland
Gained a clear long-term financial view
“I was referred by my previous adviser who had personal experience with Acumen’s work. I needed guidance as we transitioned into retirement. My planner has been invaluable in helping us achieve a stable income to supplement our pensions. We’ve gained a clear long-term financial view and seen results beyond what we expected.”
Philip, a client of David Gow
Outcomes have absolutely been delivered
“David has been my only financial adviser, and I truly don’t think he could have done anything better. With a career in oil and gas across various countries and complex tax situations, I needed serious financial planning. My planner adapted to all my circumstances and set annual goals. His professionalism and ability to simplify complex issues have been a huge help. The outcomes we aimed for have absolutely been delivered.”
Robert, a client of David Gow
Gained a clear long-term financial view
“My wife and I first met our planner two years ago to explore retirement options. They presented our financial position clearly and professionally without any hard sell. After a redundancy concern arose, they explained the potential impact and offered helpful pointers. The support has been friendly and professional throughout, and we’re very happy with the guidance received.”
Neil, a client of Peter Hope
Consistently positive relationship
“During our annual review, my planner provided a very clear picture of our retirement planning and explained complex financial information in a simple way, enabling us to make better decisions. This long-standing relationship has been consistently positive.”
Gordon, client of Peter Hope
Explained complex financial matters with clarity
“I inherited a sum of money and sought guidance on investment options, especially as I was retiring. My planner at Acumen Financial Planning listened carefully, responded to changes in my circumstances, and explained complex financial matters with clarity.”
Florence, client of Andrew Sutherland
We’ve seen the results we hoped for
“When our previous IFA retired and recommended Acumen Financial Planning, we met with our new planner and have stayed ever since. They are knowledgeable, approachable, and a reliable sounding board—especially when I retired earlier than planned. From pensions to insurance and savings, the advice is clear and backed up with data and insight, and we’ve seen the results we hoped for.”
Mark, a client of David Gow
Everything was explained thoroughly
“I received clear, friendly, and approachable advice from my planner. The guidance on financial planning was sound, and everything was explained thoroughly. I couldn’t have asked for better service.”
Preston, client of Andrew Sutherland
Incredibly reassuring, thoughtful, and professional
“I wanted to reduce the stress around financial decision-making and plan properly for the future. My planner has been incredibly reassuring, thoughtful, and professional, with deep expertise and a personal approach that ties advice back to my goals. The annual review process is detailed but easy to understand, and the focus on long-term planning, even during uncertain times, is very reassuring.”
Allison, a client of David Gow
The advice has always been clear and well-considered
“I had a long-term plan for my life and started working with Acumen Financial Planning in my mid-20s. Now in my 40s, we’ve essentially achieved our financial dreams – early retirement, a second home, and a secure lifestyle. The advice has always been clear and well-considered, and even when we haven’t followed every suggestion, we’ve achieved everything we hoped for with their support.”
Tom, a client of David Gow
We’re now in a significantly better financial position
“After a poor experience with a previous adviser, I searched the local market and connected with someone I felt I could trust. Acumen Financial Planning now helps me view my finances holistically, using tools that bring clarity and help map potential outcomes. We’re now in a significantly better financial position than when we started.”