Meet your Professional Independent Financial Advisor. We service clients in the Lane Cove, Sydney area
Enjoy the more important moments. Let an 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.
Introducing your experienced Independent Financial Advisor servicing the Lane Cove 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 Independent Financial Planner near Lane Cove can help you with a wide range of independent financial planning services…
Retirement Planning Advice
Make your transition into retirement smooth by seeking retirement financial advice. Develop a strategic retirement plan to enable you to live 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.
Estate Planning Advice
Have you considered your financial position in the instance of a life-altering event? Plutus Financial Guidance can help you sort out financial affairs including general estate planning advice, marriage, separation and inheritance.
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.
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 professional Independent Financial Advisor servicing the Lane Cove area
Plutus Financial Guidance deliver tailored and transparent independent financial advice and independent financial planning services. Our Independent Financial Advisor near Lane Cove delivers independent financial advice with integrity, excellence and purpose. We help you develop, increase and maintain your personal wealth.
Our experienced Independent Financial Advisor servicing the Lane Cove area in Sydney 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 Lane Cove 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.
We will work with you to reach your life objectives.
Whether you need assistance with estate planning advice, retirement planning advice, independent superannuation advice, independent wealth management or aged care financial advice – Plutus Financial Guidance is here to help.
Contact us today to discuss our Independent Financial Planning services near Lane Cove in the Lower North Shore of Sydney.
