Meet your Independent Financial Advisor. We service clients in the Crows Nest, Sydney area
Plutus Financial Guidance will undertake a strategic analysis of your financial state and unearth opportunities to enhance and empower your financial decisions with personalised financial modelling.
Plutus Financial Guidance provide independent financial advice. As independent financial advisors we do not take asset-based fees, commissions, kickbacks – nor do we receive referral fees. This makes Plutus Financial Guidance very different from other financial advisors in Sydney.
Plutus Financial Guidance are not related to any financial institution or product manufacturer, nor do they have their own products. This means that the only incentive for offering products to you, is if it is in your best interest. Plutus Financial Guidance focuses on quality strategic advice coupled with product recommendations to help you reach your financial goals. Plutus Financial Guidance are not restricted to any providers and do not have a limited list of products, meaning recommendations will be made solely in your best interests.
Plutus Financial Guidance provides you with tailored, independent financial advice to help you achieve your goals. They are here to empower you to make better financial decisions and achieve maximum financial health. Unlike many traditional financial institutions, Plutus Financial Guidance will always work with your best interests at heart.
Professional independent financial advisor near Crows Nest
Plutus Financial Guidance conduct themselves in a professional, ethical and socially responsible way when it comes to providing independent financial advice to their clients.
Our clients share our sense of community, and care about the people and environment around them.
Plutus Financial Guidance believes in long term financial health and provides independent financial advice to help you achieve your financial goals. Finding and maintaining a healthy financial status is a life long journey and Plutus Financial Guidance is here to help you on the road to success.
Not only can an independent financial advisor help you plan for a secure future, they can also support you through tougher times.
Life has ups and downs. Meaning part of wealth management is also setting you up with a safety net to plan for times of hardship. Protecting your income and assets ensures your and your loved ones are protected during tougher times. Plutus Financial Guidance can help you plan around redundancy, divorce, serious injury, illness and death.
Meet your professional Independent Financial Advisor servicing the Crows Nest area
Vince Lam
Principal Consultant MAppFin BCom CPA JP
Vince is an Accountant and an Independent Financial Advisor with over two decades of industry 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 experienced Independent Financial Planner near Crows Nest can help you with a wide range of independent financial planning services…
Retirement Planning 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.
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.
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 advice, marriage, separation and inheritance.
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.
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.
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.
Plutus Financial Guidance is your Independent Financial Advisor in the Crows Nest and Lower North Shore
Plutus Financial Guidance deliver tailored and transparent independent financial advice and financial planning services servicing the Crows Nest area in Sydney. Our Financial Advisor delivers independent financial advice with integrity, excellence and purpose. We help you develop, enhance and protect your personal wealth.
Our professional Independent Financial Advisor servicing Crows Nest can help you attain the lifestyle goals you have for you and your family.
Regardless of age, income or goals in life – an independent financial advisor can help guide you on your personal journey to financial success and empower you with financial freedom.
Talk to your independent financial advisor in the Crows Nest area – contact us today
At Plutus Financial Guidance we deliver individualised strategies for independent wealth management including independent financial advice to streamline your budget and saving, manage debt, make more informed investment decisions, better protect your income and wealth and transition to retirement.
Our goal is to work with you to get you to your life objectives.
For most of us, financial success means finding that sweet spot where finances are not a stress or worry, but instead enable a more comfortable lifestyle. Let Plutus Financial Guidance help you on this path and contact us today about our Independent Financial Planning services for the Crows Nest and Lower North Shore area.
