Meet your Professional Independent Financial Advisor. We service clients in the Lane Cove, Sydney area
Enjoy the more important moments. Let a gold standard independent financial advisor free up your time and provide peace of mind knowing that you are making smart choices when it comes to your financial health.
Plutus Financial Guidance will help you achieve your financial goals. Whether you are after estate planning advice, retirement planning advice, aged care financial advice or are looking to develop independent wealth management strategies, Plutus Financial Guidance is here to help.
Differing from other Financial Advisors in Sydney, Plutus Financial Guidance provide entirely independent financial advice. As independent financial advisors near Lane Cove we take no asset-based fees, commissions, kickbacks – nor do we receive referral fees.
Plutus Financial Guidance has no affiliation with other financial institutions or product manufacturers, nor do we have our own products. This means that the only incentive in offering a product, is that it is in your best interest. We place great focus on providing strategic independent financial advice along with product recommendations to help you reach your financial goals. We are not restricted to any particular providers and do not have a limited list of products, so will always suggest the best strategy based on your individual circumstances.
Plutus Financial Guidance is here to empower you to make better financial decisions and achieve your personal finance goals. Unlike many traditional financial institutions, our sole focus is on the benefits for you.
Dedicated independent financial advisor servicing the Lane Cove area in Sydney’s Lower North Shore.
At Plutus Financial Guidance we are dedicated professionals who conduct business in an ethical and socially responsible manner. Particularly 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 believe in providing bespoke, tailored independent financial advice. We will not sell you the idea of overnight success, as we believe in developing strategies that will help you maintain your financial health long-term.
Your professional independent financial advisor near Lane Cove can help you plan for a secure future, but will also help you safe-guard against tough times.
Part of independent wealth management is also setting you up with a safety net during times of hardship. Protecting your income and assets during difficult periods is important for maintaining security for you and your loved ones. Plutus Financial Guidance can help you plan around redundancy, divorce, serious injury, illness and death.