What to expect when working with your professional Independent Financial Advisor near Epping, Sydney
We undertake strategic analysis of your financial state and discover opportunities to improve and empower your financial decisions by using personalised financial modelling.
Plutus Financial Guidance are entirely independent financial advisors. We take no asset based fees, commissions, kickbacks – nor do we receive referral fees. This makes us very different from other Financial Advisors in Sydney.
We have no relation to any financial institution or product manufacturer, nor do we have any of our own products. This means we are not incentivised to sell products to you, unlike many other financial advisors. Instead, we focus on premium strategic advice coupled with independent product recommendations that are entirely in your best interest and are free from conflict remuneration. We are not restricted to any particular providers and do not have a limited list of products, meaning our advice is without undue influence.
Like a health practitioner, we provide you with an independent holistic service to help you achieve your individual financial goals. Plutus Financial Guidance is here to empower you to make better financial decisions and achieve your personal finance goals. Our individualised and entirely independent approach to financial advice makes Plutus Financial Guidance very different to many traditional financial institutions.
Professional independent financial advisor servicing the Epping area.
We have a professional, ethical and socially responsible approach when it comes to providing independent financial advice to our clients.
We work with clients who share our sense of community, and who like us – care about the people and environment around them.
We do not focus on the idea overnight success or instant gratification, as we want to ensure you can maintain financial success long term. We are here to help you on your life journey and to provide you with the advice required to assist you in achieving your financial goals.
An independent financial advisor can help you plan for a secure future, as well as help you get through tougher times.
Part of independent wealth management is also setting you up with a security blanket to prepare for times of hardship. Protecting your income and assets during difficult periods is important not only for you, but also for your loved ones. Plutus Financial Guidance can help you plan around redundancy, divorce, serious injury, illness and death.
Meet your professional Independent Financial Advisor near Epping
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 dedicated Independent Financial Planner servicing the Epping area can help you with a wide range of independent financial planning services…
Retirement Planning Advice
Make your transition into retirement smooth with early planning and the right strategy. Let us work with you to plan for the lifestyle you desire for retirement.
Independent Wealth Management
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.
Estate Planning Advice
Have you thought about what might happen to you and your family in the case of a life altering event? Plutus Financial Guidance 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.
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 near Epping, Sydney
Plutus Financial Guidance deliver tailored and transparent independent financial advice and financial planning services near Epping, in Sydney. Our Independent Financial Advisor in the Epping area delivers financial advice with integrity, excellence and purpose. We help you create, improve and protect your personal wealth.
Our experienced Independent Financial Advisor servicing the Epping area can help you achieve the lifestyle you want for you and your family.
No matter your age, income or goals in life – an independent financial advisor can help guide you on your personal journey to finding financial success and provide you with financial freedom.
Talk to your professional independent financial planner for the Epping area – contact us today
At Plutus Financial Guidance we deliver personalised 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 objective is to help you get to your ideal life objectives.
Everyone has a unique goal or ideal when it comes to personal wealth. For many of us it’s about finding a comfortable balance where finances are not a concern in our lives, but instead enable us to focus on the important things in life and live a comfortable lifestyle. Contact us today about our Independent Financial Advice services near Epping.
