Financial Acumen
401 Darling Street, Balmain, New South Wales 2041
About the Business
Welcome to Financial Acumen, located at Balmain, Darling Street, 401. As an establishment specializing in finance, we are dedicated to helping you make the most of your finances, regardless of what stage of life you are in.
At Financial Acumen, we believe in truly understanding our clients. We take the time to listen to your needs, consider your circumstances, and establish clear goals. From there, we provide comprehensive financial planning options and help you implement a strategy that aligns with your objectives. But it doesn't stop there - we also understand that financial advice is about more than just money. It's about your lifestyle and relationships. That's why we pride ourselves on providing long-term, holistic advice that considers all aspects of your life.
Our clients are so satisfied with our service that they often refer their friends and family to us. We believe this is a testament to the trust and confidence they have in our expertise.
Financial Acumen is proud to be a part of RI Advice Group, a trusted provider of financial advice to everyday Australians since 1979. If you would like to learn more about RI Advice Group, we encourage you to visit their website.
Craig McPherson, our experienced financial adviser, has been guiding clients through the money maze for over ten years. Known for his exceptional work ethic, reliability, and honesty, Craig is dedicated to staying up-to-date with the latest financial trends and strategies. His ability to adapt and provide personalized advice sets him apart in the industry.
Don't just take our word for it - hear from our satisfied clients. One client, following the death of her husband, found the thought of managing her financial future daunting. However, Craig's professionalism, flexibility, and willingness to accommodate her needs provided her with peace of mind and confidence in her financial decisions. Another client, after retirement, approached Craig for advice and was guided towards feeling secure with investments. Craig's prompt responses and ongoing support have made him a trusted financial adviser for many.
If you are seeking financial advice or management, we highly recommend Craig McPherson. His integrity, both personally and professionally, is unmatched. Whether you are a self-funded retiree or a senior looking for guidance, Craig's honest, caring, and professional manner will ensure your future financial needs are met.
Craig has also helped numerous clients through challenging times, such as the Global Financial Crisis. His expertise and guidance have allowed many to comfortably retire and feel secure in their financial future.
Please note that this website is intended for Australian residents only. The information provided is general advice and has been prepared without considering your individual objectives, financial situation, or needs. Before acting on any advice, it is important to consider its appropriateness for your specific circumstances.
Financial Acumen is a Corporate Authorised Representative of RI Advice Group Pty Ltd, an Australian Financial Services Licensee. We are committed to providing the highest level of service and expertise to our clients.
Contact us today to schedule a consultation and take the first step towards achieving your financial goals with confidence.
Contacts
401 Darling Street, Balmain, New South Wales 2041, Australia
Opening hours
Monday:
08:45 - 17:15
Tuesday:
08:45 - 17:15
Wednesday:
08:45 - 17:15
Thursday:
08:45 - 17:15
Friday:
08:45 - 17:15
Saturday:
Closed
Sunday:
Closed
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