A GP looks after your personal health, a dentist your teeth, a lawyer your legal needs and a counselor your relationship. But who cares for your financial health? You can either decide to do it yourself and become knowledgeable in financial matters or perhaps it’s time to consider using a financial expert to help you achieve your financial goals. Our sister company Acumen is dedicated to providing you with the absolute best financial advice and wealth creation help available – they want to see your money work for you.

How can we help you?

• A Money Consultation will help you with the fundamentals of money management. You will be given simple action steps to help you gain control and confidence around your financial position to help you sculpt your financial base. We will help you develop a clear picture of where you are and where you want to be. You will be inspired to make positive changes and start developing habits which will lead you to financial freedom. click here
• You’ve got your basics sorted, but don’t have an investment strategy in place or want your current one reviewed? A Financial Consultation will help you turn your surplus cash into long-term wealth. Once you have developed your financial base, it is time to start building upon your foundations to create solid future wealth. click here
• We realise that money is one of the major causes of stress and it overflows into all areas of your life. Your work is not exempt from the effects of stress. We offer financial education in the workplace. Employees are taught valuable skills in budgeting, debt reduction, saving, retirement planning and much more. This service is highly beneficial to both company and staff. click here

As you have seen with the hit TV3 series Money Man, all of the contestants leave the show with a clear plan going forward and feel financially liberated. You can too! However, we do not approach your finances as a drill sergeant would; rather we use our combined skills and experience of many years to give you the tools and to inspire you to implement the practical strategies to get ahead. Our clients come from a range of backgrounds and financial positions. Some need to get the basics right, others need help with their investments, some have very little money and others are in a strong financial position but want to develop further. The one thing all our clients have in common is that want to improve their overall financial position.

Contact us – we would love to be able to help you.

Acumen Inc Ltd
lisa@acumen.co.nz
09 921 0444
www.acumen.co.nz

“The path to success is to take massive, determined action.” – Anthony Robbins