Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
5
self-reported 2–10 band
Founded
2002
24 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
We are an independently owned boutique financial planning business specializing in growing and protecting the wealth of time poor professionals, business owners, people nearing retirement and retirees. A core part of our offering is personalized insurance solutions and active management of shares and listed investment funds.
Specialties
- retirement planning
- estate planning
- shares
- superannuation
- investments
- income protection
- trauma insurance
- smsf
All 13 specialties
- Financial Advice Melbourne
- Financial Planning Melbourne
- Investments
- Estate Planning
- SMSF
- Superannuation
- Shares
- Independently owned financial planning and advice
- Retirement Planning
- Keyperson Insurance
- Buy/Sell Insurance
- Income Protection
- Trauma Insurance
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AUSuite 4, Level 2, 1 Crescent Road; Glen Iris; Melbourne, VIC 3146Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
3 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Names are withheld until a consented source exists.
FAQ
How many people work at Acumen Asset?
5 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Acumen Asset have offices?
One address on record, Australia only. Primary: Suite 4, Level 2, 1 Crescent Road, Glen Iris, Melbourne, VIC 3146.
Has Acumen Asset raised funding?
None linked to this brand.
What does Acumen Asset list as its specialties?
13 tags on the brand's own list, among them retirement planning, estate planning and shares.
Which companies are listed alongside Acumen Asset?
3 profiles list Acumen Asset as a peer — 61st percentile in Financial Services. It lists ten peers of its own. Sphere Financial Group and Aspire2 Wealth Advisers list it back.