Meet your Independent Financial Advisor. We service clients in the Mosman, Sydney area
The gold standard of independence™ was established in 2010 to promote genuine independent financial advice at the utmost stringent level. We are surprisingly rare. Currently there are less than 20 gold standard independent financial advisors in New South Wales.
Plutus Financial Guidance provide independent financial advice, making us different from other Financial Advisors in Sydney. As independent financial advisors we take no asset-based fees, commissions, kickbacks – nor do we receive referral fees.
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.
Plutus Financial Guidance are not incentivised to sell any products to you. They have no relation to any financial institution or product manufacturer, nor do they have their own products. Instead, Plutus Financial Guidance focuses on quality strategic advice coupled with product recommendations to create the best financial plan for you. There are no restrictions in regards to particular providers or products, so you can be assured you will only be provided with the best independent financial advice.
Experienced independent financial advisor near Mosman
We conduct ourselves in a professional, ethical and socially responsible way 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 believe in quick fixes or the idea of overnight success. We believe in providing our clients with tailored, independent financial advice that will help them on their life journeys. Each person’s circumstance is unique and requires strategic analysis and planning to help reach their financial goals.
An independent financial advisor can help you plan for a secure future, as well as help you get through tougher times.
An important part of wealth management is also planning for tougher times, as we all know life has its ups and downs. Protecting your income and assets during times of hardship is important as it provides a level of security for you and your loved ones. Plutus Financial Guidance can help you plan around redundancy, divorce, serious injury, illness and death.