Investing in financial markets is another great way to build your wealth and achieve both short and long term goals.
There are two ways to invest and three broad things in which to invest. We can assist you with all of them.
THE TWO WAYS TO INVEST
The two ways to invest are directly or indirectly.
Direct investment is where you buy and hold investment assets in your own name (or in the name of some entity that you control, such as a family trust). This is often the best way to make property investments, and many people like to buy shares directly as well. If direct investment is what you are after, we can assist you to identify the right investments to make and the right ways to manage those investments.
Indirect investment is where you employ an investment manager to buy and hold investment assets on your behalf. We can assist you to identify the managed investment option or options that best suits your circumstance and your goals.
THE THREE BROAD THINGS IN WHICH YOU CAN INVEST
The three broad things in which you can invest are shares, property and cash fixed/interest. The specific choice of investment types, and the way in which you mix these choices within your portfolio, is different for each person. We take the time to assist you to identify which type or types of asset class makes most sense, and then assist you to make either a direct or indirect investment accordingly.
There can be a lot to consider, but by getting advice from acumen advisers, it doesn’t have to be as complicated as you think.
What our clients say
I found Greg to be a genuine, honest and helpful professional in resolving my future financial needs.
– Marcia, Blackheath.
Greg is extremely knowledgeable about financial planning and is exceptionally skilled at explaining financial concepts to the layperson. I have recommended Acumen Advisers to friends and colleagues.
– Name withheld, Health Professional, Mosman.
We have been clients of Greg’s for almost 20 years after one of us attended a seminar he gave on Taxation and Superannuation.
Greg has consistently prepared very detailed and appropriate financial plans for us. He has assisted us with legal work required due to our relationship and negotiated both sudden changes due to physical failings, and the vagaries of Centrelink (for this we are greatly appreciative). Greg has also given public lectures for our small community group, Friends of Auburn Library Services (FOALS).
However, the best advice Greg gave us was to travel (which we wanted to do) early, rather than wait until later, when we may not be able to physically. This has changed our lives, we have completed 7 cruises and 2 non-cruise holidays based on this advice, and his careful management of our financial situation.
We have no hesitation in recommending Greg as a Financial Adviser and as a friend.
– Hazel Labka, Retired Nurse Manager & Dr. Deborah Neyle, Retired University Lecturer, Auburn.
I have been a client of Acumen Advisers since 1997. Greg has the ability to explain financial concepts with exceptional clarity. I value the understanding he brings to my finances and his desire to ensure that the advice he provides is entirely appropriate to my circumstances.
– N. P-L, Retired Medical Professional, Woolwich.
Before I met with Greg I thought I was “too small” a client and wasn’t really sure whether a Financial Adviser could help me. However, I found him to be very honest and open and good to work with. His advice has suited my circumstances and I recommend him to my family and friends.
– A. Amor, Single Parent, Melbourne.
It was a pleasure to work with Greg Lucas of Acumen Advisers, firstly in a professional capacity through his workshop for members of our community on financial aspects in the transition to retirement, and secondly on my personal financial planning needs and aspirations.
Having heard somewhat negative comments about financial planners in the past, I had never approached anyone before, and I was somewhat nervous. But Greg’s professional approach left me with no concerns. He is not only well qualified and experienced, I also found his approach to be well considered and thoroughly professional. He answered all my questions with no hesitation, and went out of his way to find the best approach to financial and estate planning that fitted for me at this stage in my life. I certainly had no knowledge of some of the options he presented that were available to me.
It is a pleasure to work with Greg, and I am glad that I have his support and expertise to help guide my own transition to life after work (dare I say it – life in my older age).
– Peta Williams, Community Sector Manager, Musician & Composer, Springwood.
For anyone looking to retire or just worried about their future finances, I can highly recommend a chat Greg at Acumen Advisers. With friendly and clear advice they were efficient and so helpful, taking away any stress. Their follow-up gave me also, a great sense of a job well done.
– Jules Francois, Artist, Summer Hill.
I have been working with Greg Lucas for over 10 years. I highly value his advice and make sure to consult him before any major financial decisions. I am always impressed with his insight and perspective. His strategies are sound and give me confidence I am making good decisions. He also often thinks outside the square and suggests alternatives I would not have considered. I have no hesitation in saying that my financial position is significantly better as a result of Greg’s advice.
– K.Sykes, Marketing Consultant, Lane Cove