Independent Financial Advice For Central Coast locals.
Located in Sydney, Plutus Financial Guidance consults with Central Coast clients on a regular basis. Consultations are available online or in person at four convenient Sydney office locations.
Enjoy the more important moments. Let an independent financial advisor free up your time and get peace of mind knowing that you are making smart choices about your money.
We help you achieve your most important goals. We put your entire financial house in perfect order and keep it in perfect order for good.
At Plutus Financial Guidance we believe in the follow three core principles:
- Financial advice should be independent
- Even the best advice is worthless unless it is implemented to achieve results
- The best results come from a close relationship with a trusted advisor
Meet your professional Independent Financial Advisor servicing The Central Coast
Vince Lam
Principal Consultant MAppFin BCom CPA JP
Vince is a professional Accountant and a CIFAA Certified Independent Financial Advisor with over two decades of experience. He has worked for blue-chip organisations such as Deloitte, ABN Amro, AMP, HSBC, Westpac & Energy Australia.
His academic qualifications include a Master of Applied Finance from the Macquarie University Applied Finance Centre and a Bachelor of Commerce degree from the University of Sydney. He also holds the Certified Practising Accountants (CPA) designation and is an Accredited Aged Care Professional.
One of Vince’s personal passions is his work in philanthropy. In past and present Vince has actively supported a number of organisations and causes, including Room to Read, Deaf Connect and has also established his own philanthropic organisation.
Vince is currently a board director of the well-respected Deaf Connect, as well as a Justice of the Peace (JP) of New South Wales.
Your professional Independent Financial Planner servicing the Central Coast area can help you with a wide range of financial planning services…
Estate Planning Advice
What happens to you and your family in life changing events. We can help you sort out financial affairs including general estate planning, marriage, separation and inheritance.
Retirement Financial Advice
Have the freedom to choose how long you have to work for. Make your transition into retirement smooth with the right strategy and early planning. Enabling you to have the retirement lifestyle you desire.
Budget & Savings Plan
Let us help you with cashflow design, calibration & optimisation. Curb your spending by creating a budget to get your savings back on track, so you can achieve your financial goals.
Wealth Protection
What plans do you have in place to protect your lifestyle, if your ability to earn income was compromised? We can analyse your risk and plan around trauma, income protection, permanent disability and life insurance.
Debt Management
Eliminate the stress of managing your debt with the right strategy, structure & repayment plan. We can discuss your options on how to better manage and pay off debt.
Investment Strategy
Want to grow your wealth? We can help you investigate the right investment strategy and options to achieve your financial goals including your super, self managed super funds, property and shares.
Plutus Financial Guidance is your experienced Independent Financial Advisor close to The Central Coast.
Plutus Financial Guidance deliver tailored and transparent financial advice and financial planning services. Situated in Sydney’s North, our Independent Financial Advisor Vince Lam, regularly visits the Central Coast to deliver financial advice with integrity, excellence and purpose. We help you create, improve and protect your personal wealth.
Our experienced Independent Financial Advisor servicing the Central Coast area can help you achieve the life objectives that you want for you and your family.
No matter your age, income or goals in life – a financial advisor can help guide you on your personal journey and empower you to absolute independence and freedom.
