Entries by Vince Lam

The Importance Of Independent Estate Planning Advice

When it comes to estate planning, a calculated forward-thinking approach is required to maximise results and assure your loved ones’ financial freedom in the future. Key Considerations for estate planning: Estate planning encompasses areas beyond which family member or members will inherit your property and assets.  An estate plan is devised to decide who is […]

Why Choose Plutus As Your Independent Financial Advisor? 

Every individual has unique goals regarding their personal wealth. Generally speaking, achieving a relaxed lifestyle where we have more time to focus on the important things in life is what many of our clients strive for.   Our goal at Plutus Financial Guidance is to ensure we help create, improve and protect your wealth sustainably throughout […]

What to ask when planning for retirement?

Retirement is an exciting chapter that we all look forward to embracing. It’s a time that affords more freedom and flexibility. Embarking on this journey can be made easy with the right planning and preparation.   Retirement planning helps with crucial decision making including financial requirements and timing of your retirement. Plutus Financial Guidance are here […]

Independent Budgeting Advice For Wealth Building

Budgeting and saving are indeed vital building blocks in managing your finances and building wealth. A personalised budget and savings plan will enable you to get closer to achieving what is important to you in life.  Budgeting advice at Plutus Financial Guidance We will continuously work with you to manage your changing circumstances and needs […]

Superannuation Management at Plutus Financial Guidance

Many industry experts and financial advisors believe that solely relying on employer contributions may result in many people falling short of a basic retirement lifestyle, one which would be suitable for most Australians. At Plutus Financial Guidance we offer superannuation advice and planning, in order to help create tax-effective steps to boost your super balance, […]

Debt Management At Plutus Financial Guidance

Debt management comes in many forms. There are various reasons why anyone would borrow capital to invest, such as getting a mortgage (meaning you get to own your piece of real estate sooner rather than later) or reducing your tax bill whilst creating long-term wealth through investments. While it’s true that utilising debt, gearing or […]