The acumen advisers Approach

Greg Lucas, founder of acumen advisers, established his financial advice practice in 1997.

The mission of acumen advisers is to provide clients with objective, well-researched and insightful financial advice, which is practical in application – in summary, financial advice that makes sense.

We consider that our role in your finances is to identify your needs and from this information develop strategies suitable to your needs.

We then teach you how and why, these strategies might be of benefit to you.

And as an ongoing service, we conduct regular reviews with you to ensure that both you and your portfolio remain on track.

We therefore take on a holistic approach to your Financial Planning.

We do not:

  • make decisions for you; or
  • make unrealistic promises regarding investment performance.
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We find that clients:

  • appreciate understanding the options available to them;
  • value the clarity of our explanations; and
  • recognise the importance of having us as a resource available to them.