What is independent financial advice?

We are certified independent. The CIFAA’s seal of approval shown on our website helps Australians select a financial adviser who operates without receiving incentives and without conflict.

What is a financial advisor and what are the services one offers?

A financial advisor is a professional who provides personalised financial guidance and advice based on your individual financial goals and circumstances.

Why are financial advisors important?

Financial advisors help individuals and families make informed decisions about their finances. Our expertise and knowledge can assist you in creating a tailored financial plan that aligns with your goals.

What can I expect during a consultation with a financial advisor?

During a consultation, we will typically start by getting to know you, your life goals, risk tolerance, and current financial situation.

How can I prepare for my first meeting with a financial advisor?

Before your first meeting, take some time to think about your life goals, both short-term and long-term. Consider any questions you have regarding our approach to financial planning.

How do financial advisors determine personalised strategies for clients?

Financial advisors determine strategies by conducting a thorough analysis of your financial situation. We consider factors such as your income, expenses, assets, debts, risk tolerance, time horizon, and future goals.

Certified Independent Financial Advisor North Sydney

Meet your Independent Financial Advisor. We service clients in the North 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 decisions.

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.

By taking no asset based fees, commissions or kickbacks, Plutus Financial Guidance differs significantly to other Financial Advisors in Sydney. Plutus Financial Guidance also does not receive any referral fees, so you can be assured that the advice they provide is completely independent.

Plutus Financial Guidance do not have their own products, nor are they associated to any financial institutions or product manufacturers. This means that the only incentive they have to offer you products is your own best interest. Plutus Financial Guidance focus on individualised strategic advice, alongside product recommendations to develop an independent financial plan tailored to your personal needs. All recommendations are provided solely in your best interest as Plutus Financial Guidance is not restricted to any particular providers and does not have a limited list of products.

Professional independent financial advisor servicing clients in the North Sydney area

Plutus Financial Guidance manage themselves in a professional, ethical and socially responsible way when it comes to providing independent financial advice to their clients.

Our clients share our sense of community, and care about the people and environment around them – just like us.

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 persons 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.

Life is full of ups and downs, so it is important to include a safe guard in your financial plan. Plutus Financial Guidance can provide independent wealth management advice that will assist you in setting up a safety net in case of 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.

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estate planning advice for retired people, peaceful retired couple

Introducing your professional Independent Financial Advisor near North Sydney

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.

Contact Vince, your local Financial Advisor today.

Your Independent Financial Planner in the North Sydney area 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.

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.

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 dedicated Independent Financial Advisor servicing clients in North Sydney

Plutus Financial Guidance deliver tailored independent financial advice and financial planning services. Our Independent Financial Advisor servicing North Sydney delivers financial advice with integrity, excellence and purpose. We help you create, improve and protect your personal wealth.

Our professional Independent Financial Advisor near North 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 servicing North Sydney – 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.