Working with your local certified IFAAA Gold Standard Independent Financial Advisor in St Ives
The gold standard of independence™ was established in 2010 to promote genuine independent financial advice at the utmost stringent level. Currently there are less than 20 gold standard independent financial advisors in New South Wales, making us incredibly rare.
Plutus Financial Guidance provide independent financial advice, which is different from most other Financial Advisors in Sydney. As independent financial advisors we take no asset-based fees, commissions, kickbacks – nor do we receive referral fees. Meaning you are provided with entirely independent financial advice.
We have no relation to any financial institution or product manufacturer, nor do we have our own products. There is no incentive for us to sell products to you. Instead, we focus on providing bespoke strategic advice coupled with product recommendations that is in your best interest. We are not restricted to any particular providers and will not recommend anything unless we believe it is best for you.
We are here to empower you to achieve your personal finance goals and make better financial decisions.
Experienced independent financial advisor in St Ives
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 no believe in selling the idea overnight success or instant gratification. We believe financial advice is very personal and our advice will be tailored to your individual circumstances and personal goals.
An independent financial advisor can help you plan for a secure future, as well as help you get through tougher times.
Life has it’s ups and downs, so part of independent wealth management is setting you up with a bit of a safety net to prepare you for times of hardship. Protecting your income and assets during difficult periods is important not only for you, but also for your family. Plutus Financial Guidance can help you plan around redundancy, divorce, serious injury, illness and death.