financial advice for budgeting and planning

Budgeting & Savings Plans Tailored To Your Lifestyle Goals

Harnessing Financial Success: Tailored Budgeting and Savings Plans for Your Unique Personal Aspirations

It’s true that all aspects of financial planning are dynamic processes, in that every individual has unique financial goals that change throughout the course of one’s life, requiring a flexible and adaptable strategy that changes accordingly. Budgeting and saving advice is no different. 

At Plutus Financial Guidance, the families we work with have a wide variety of goals, from achieving a more relaxed lifestyle to having more time for life’s essential things such as family time and the pursuit of hobbies and interests. 

It’s these reasons why we strive to provide independent budgeting and saving advice that responsibly and ethically considers your present financial needs, while enabling you to achieve any future lifestyle goals.  

How We Help Our Community Save

Through conducting detailed analysis of your budget, our independent financial advisor help you understand where your cash flow can be optimised and where best to direct it. 

We then provide you with a structured, personalised budget and savings plan, which will enable you to get closer to achieving what is important to you in life. 

From here, we can continuously work with you, updating your plan in accordance with your changing circumstances and needs. 

It is also important to note that Plutus Financial Guidance are independent financial advisors, meaning we are not incentivised to sell any products to you. 

We are simply there for you to keep your drive and motivation up and hold you accountable, to ensure you stay on track when it comes to your budgeting and savings plan. 

About Us

Vince Lam is a Professional Accountant and a Certified Independent Financial Advisor. 

He holds the Certified Practising Accountants (CPA) designation and is an Accredited Aged Care Professional.

Feel free to get in contact with us today to book a financial health discovery consultation with us.