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 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 […]
What is a financial health discovery? A financial health discovery takes an in depth look at your personal financial situation to ensure the present and future health of your position. The past year has been a good reminder to us all that certain life events do have the ability to disrupt even our most carefully […]
The closer one edges toward retirement, the more excited they generally feel. The freedom to do what you want, when you want. For many, it’s the first instance of a decrease in responsibility for the first time in decades. So, you’ve been planning the details of retirement for years, now it’s time to review the […]
Plutus Financial Guidance is proud to offer our Gold Standard Of Independence™ certified service to clients on the Central Coast. Located just one hour’s drive from Sydney, the Central Coast region offers its residents an outstanding balance of a relaxed coastal lifestyle and an impressive selection of work and business opportunities. Finding a certified financial advisor […]
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 […]
This new organisation will bring together 680 staff across New South Wales, Queensland and the ACT, and a forthcoming facility in the Northern Territory. Deaf Services will now be operating at a hugely increased capacity as a result of this merger, with annual revenue of about $45m (up from $8m) & an equity portfolio of […]
The Plutus Financial team have put together a list of the things to consider when planning for your retirement.