Meet your Independent Financial Advisor. We service clients in the Mosman, Sydney area
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.
Introducing your dedicated Independent Financial Advisor servicing clients in the Mosman 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 Mosman 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 retirement planning advice. Unlock the retirement lifestyle you aspire for.
Estate Planning Advice
What happens to you and your family in life changing events? Plutus Financial Guidance can help you sort out financial affairs including general estate planning, 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.
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 Independent Financial Advisor in the Mosman area of Sydney
Plutus Financial Guidance deliver tailored and transparent independent financial advice and independent financial planning services. Our Independent Financial Advisor near Mosman delivers independent financial advice with integrity, excellence and purpose. We help you develop, improve and maintain your personal wealth.
Our professional Independent Financial Advisor near Mosman 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 professional independent financial planner servicing clients in the Mosman 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.
Our goal is to help you get to your life objectives.
Contact us today about our Independent Financial Planning services near Mosman, Sydney.
