Meet your Independent Financial Advisor. We service clients in the Gordon, Sydney area
Plutus Financial Guidance, your Independent Financial Advisor near Gordon, will undertake a strategic analysis of your financial state and unearth opportunities to improve and empower your financial decisions.
Plutus Financial Guidance take no asset based fees, commissions, kickbacks – nor do we receive referral fees. This sets them apart from other Financial Advisors in Sydney.
Plutus Financial Guidance have no relation to any financial institutions or product manufacturers, nor do we have our own products. So you can be confident that they are providing entirely independent financial advice as they are not incentivised to sell you any products. Instead, they focus on high-grade strategic advice, integrated with product recommendations completely free from conflict remuneration. Plutus Financial Guidance are not restricted to any particular providers and do not have a limited list of products with undue influence.
Plutus Financial Guidance provides you with unbiased independent financial advice to help you achieve your individual financial goals. They are here to support you in making better financial decisions to achieve your personal finance goals.
Experienced independent financial advisor servicing the Gordon and Upper North Shore of Sydney.
Plutus Financial Guidance manage themselves in a professional, ethical and socially responsible way when it comes to providing independent financial advice to their clients.
Plutus Financial Guidance work with clients who share their sense of community and care about the people and environment around them.
Plutus Financial Guidance believes in providing independent financial advice that is individually tailored to you. By building a relationship and getting to know you better, Plutus Financial Guidance will develop a long-term plan for you to achieve and maintain your financial goals.
As an independent financial advisor near Gordon, Plutus Financial Guidance will not only help you build a secure future, but also help you in times of hardship.
An important part of independent wealth management is also developing a safety net for tougher times. Protecting your income and assets during difficult periods ensures a security blanket for not only you, but also your family. Plutus Financial Guidance can help you plan around redundancy, divorce, serious injury, illness and death.
Introducing your dedicated Independent Financial Advisor servicing the Gordon 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 professional Independent Financial Planner near Gordon 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 by seeking retirement planning advice and developing a retirement plan early. Giving yourself the best chance to live the lifestyle you desire in retirement.
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.
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.
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.
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.
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.
Plutus Financial Guidance is your professional Independent Financial Advisor servicing Gordon, Sydney
Plutus Financial Guidance deliver tailored and transparent independent financial advice and financial planning services near Gordon. Our dedicated Independent Financial Advisor in the Gordon area delivers independent financial advice with integrity, excellence and purpose. We help you develop, improve and maintain your personal wealth.
Our experienced Independent Financial Advisor near Gordon 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 financial health and empower you with financial freedom.
Talk to your independent financial planner in the Gordon area – contact us today
At Plutus Financial Guidance we deliver personalised strategies for wealth management including 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 help you get to your life objectives.
Everyone has their own individual goals and ideals when it comes to personal wealth. For most of us it’s about finding a comfortable balance where finances are not a stress or worry, but instead enable us to lead a more comfortable lifestyle. Allow yourself time to focus on the important things in life and contact us today about our Independent Financial Planning services near Gordon.
