At Financial Acumen we help you make the most of your finances no matter what stage of life you are in.

We do this by listening to you, understanding you and considering your circumstances. We then help you to establish goals, understand your financial planning options, implement a strategy, and enjoy your life.

We know financial advice is as much about lifestyle and relationships as it is about money – that’s why we pride ourselves on providing long-term, holistic advice. Our clients are so happy with our service, they refer their friends and family to us.

Financial Acumen is a part of RI Advice Group, who has been providing financial advice to everyday Australians since 1979. If you would like to know more about RI Advice Group you can go to their website.

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RI 40th Anniversary

During the past ten years Craig has been guiding me through the money maze. His work ethic is second to none. He has always been reliable, honest and above all trustworthy. He is in the right business. Craig’s ability and willingness to keep up to date are good qualities.

Pamela

To those contemplating the use of a financial adviser, I have no hesitation in recommending Craig McPherson.

Following the death of my husband the thought of finding a trustworthy person to take over my Financial Future, was daunting.

I was lucky to meet Craig and he has been my Financial Adviser for several years.

Craig has always been professional, flexible and accommodating to my needs and queries and is willing to meet me at a home to discuss requirements and make suggestions. I would not hesitate to refer him to any self-funded retiree’s or senior- looking for financial advice and management.

Craig’s honest, caring, and professional manner has given me peace of mind for my future financial needs.

Bettie

I have had the pleasure of knowing Craig McPherson for a number of years and during this time I have found him to be of the greatest integrity both on a personal level and a professional one.

After retirement I approached Craig for advice with my finances, he was extremely helpful and guided me on the path to feeling secure with investments.

At any time that I have needed documentation or advice Craig has responded promptly either by email or on the phone.

I would recommend Craig to anyone who needs financial service of any description.

Katrine

Craig has looked after our investments for a number of years. Craig got to know us very well to gain a deep understanding what we were looking to financially achieve. He is has put on the path to financial independence. We would recommend him to anyone who needs financial advice.

Dennis & Beverley

We approached Craig for advice during the Global Financial Crisis. We are extremely happy to have met him & are eternally grateful for the advice and help he has given us since. We are now comfortably retired and feel secure in the knowledge that we have Craig looking after our finances. We could not recommend him more highly.

Robert & Jill