|Company||Acumen Wealth Management|
|Title||Senior Adviser & Managing Director|
|Address||Suite 5 420 Bagot Road SUBIACO WA 6008|
|Phone||08 9382 8808|
SummaryAs Senior Wealth Adviser and Managing Director of Accumulate, Will assists individuals, families, executives, business owners, and retirees formulate and effectively implement financial, superannuation, and investment strategies to improve their current situation and future outcomes.
Initially, Will conducts a 1 hour discovery meeting that drills into your current financial circumstances, what is really important to you, and what you want to achieve, not only in your financial life but your broader personal and professional ambitions as well.
This consultation will be at the expense of Accumulate Wealth Management. It confirms the value we can add to your situation, how to maximise the probability of achieving your financial goals, and how to assist you make smart choices with your money and assets.
As a fee for service based firm, if you wish to engage Accumulate Wealth Management to assess these ideas in more depth, we will provide an estimate of any anticipated expenses. Similarly, if you decide to have Accumulate Wealth Management implement any subsequent specific programs, we will provide a quote for our level of involvement and ongoing assistance.
Prior to founding Accumulate in 2013, Will spent 10 years as a Senior Adviser and Partner with Barker Wealth Management in Adelaide, and 7 years with NASDAQ-listed Commerce One Inc. in San Francisco and global consulting services firm PriceWaterhouseCoopers in Boston. This experience complemented previous media and policy advisory roles with the W.A. Government's Department of Premier and Cabinet, and an early career reporting and presenting with Australian Broadcasting Corporation and W.A. Newspapers.