Peter Holland

I am the director and owner of Acumen Wealth Management. I'm passionate about helping co-ordinate the delivery of our clients' strategic plans and financial advice.

I have qualifications and have practiced in law, commerce and financial planning. I am also a Certified Financial Planner. I use this broad experience and expertise to provide advice to people with complex issues and structures.

At Acumen Wealth Management, we provide holistic, values-based financial advice. We don’t sell products. We provide human connection.

We understand that every financial plan is different, because every person and family is different. That’s why we listen and fully explore what matters most to you before providing advice and solutions that align with your goals, aspirations and current financial situation.

While our clients come from a wide range of differing backgrounds and circumstances, we believe our holistic services are best suited for clients who :

• are busy successful professionals or small business owners;
• are family focused; and
• have financial decisions to be made around debt management, private school funding, cash flow issues or tax and estate planning.