“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.”