Working with your professional Independent Financial Advisor servicing clients in the Meadowbank, Sydney area
Plutus Financial Guidance provide independent financial advice. As independent financial advisors we take no asset-based fees, commissions, kickbacks – nor do we receive referral fees.
With no relation to any financial institution or product manufacturer, you can be assured that the independent financial advice we provide is free of remuneration incentives. Instead, we focus on high-grade strategic advice coupled with product recommendations that is in your best interest. We do not own any of our own products, so again, these recommendations are only made with your best interests in mind.
Like a health practitioner, we are here to provide you with an independent holistic service to help you achieve your goals. We are here to help you to make better financial decisions and empower you to achieve your personal finance goals.
Professional independent financial advisor servicing Meadowbank
As independent financial advisors, we conduct ourselves in a professional, ethical and socially responsible way. Our goal is to provide independent financial advice which will help you achieve your personal goals.
We work with clients who share our sense of community, and who like us – care about the people and environment around them.
At Plutus Financial Guidance, we are not selling the idea overnight success. We believe independent financial advice should be tailored to each individual and we build relationships to work out what is the best strategy for you. We are here for you through your life journey and we want to see you achieving your financial goals.
An independent financial advisor can help you plan for a secure future, as well as help you get through difficult periods.
Part of independent wealth management is about setting you up with a safety net to safe-guard against 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.
Introducing your dedicated Independent Financial Advisor near Meadowbank
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 Meadowbank 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.
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.
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.
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 dedicated Independent Financial Advisor servicing clients in the Meadowbank area of Sydney
Plutus Financial Guidance deliver tailored and transparent independent financial advice and independent financial planning services. Our Independent Financial Advisor near Meadowbank delivers independent financial advice with integrity, excellence and purpose. We help you create, improve and protect your personal wealth.
Our professional Independent Financial Advisor in the Meadowbank area of Sydney can help you achieve the lifestyle you desire 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 near Meadowbank – 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 goal is to help you get to your life objectives.
Contact us today about our Independent Financial Planning services in the Meadowbank area.
