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Aged Care Financial Advice – The Plutus Financial Guidance Difference

We understand the complex array of emotions and outside factors that surround these major life decisions. As such, we aim to deliver aged care financial advice with great integrity and sensitivity.  Vince Lam is an Accredited Aged Care Professional™ and an experienced Independent Financial Advisor.  For more information on how Vince and the rest of […]

Key Financial Service Recommendations by the Royal Commission

On February 4th 2019, the government released the 1000+ page Final Report for the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. Advisers and the industry as a whole have faced scrutiny, with reforms in progress. One of the key recommendations from the Royal Commission was reporting the lack of independence by […]

The Seven Roles of an Independent Financial Advisor

Independent financial advice involves playing more than one role. The best independent financial advisors play multiple and nuanced roles with their clients, beginning with their needs, risk appetites and circumstances of the client, irrespective of what is going on in current markets. Jim Parker, Vice President of DFA Australia believes good Financial Advisors actually play […]