Looking for an independent financial advisor in Sydney? We service clients in the St Ives, Sydney area.
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 advice
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.
Meet your dedicated Independent Financial Advisor near St Ives
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.
A wide range of financial advisory 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.
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, 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 professional Independent Financial Advisor servicing the suburb of St Ives, Sydney.
Plutus Financial Guidance deliver tailored independent financial advice and financial planning services near St Ives, covering Northern Suburbs, Hills District, Inner West and North Shore. Our Financial Advisor delivers financial advice with integrity, excellence and purpose. We help you create, improve and protect your personal wealth.
Regardless of 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.
