Meet your Independent Financial Advisor. We service clients in the Strathfield, Sydney area
At Plutus Financial Guidance we undertake strategic analysis of your financial state to discover opportunities to improve and empower your financial decisions with personalised financial modelling.
Plutus Financial Guidance provide independent financial advice. As independent financial advisors we take no asset-based fees, commissions, kickbacks – nor do we receive referral fees. This sets us apart from other financial advisors in Sydney.
With no relation to any financial institution or product manufacturer, we are not incentivised to sell products to you. Instead, we focus on quality strategic advice coupled with product recommendations that are in your best interest. We are not restricted to any particular providers and do not have a limited list of products with undue influence.
We are here to empower you to make better financial decisions and achieve your personal finance goals. We are surprisingly rare and are not like traditional financial institutions. The benefit will always be to you.
Professional independent financial advisor servicing the Strathfield area
Plutus Financial Guidance are professional, ethical and socially responsible independent financial advisors.
We do not believe in selling the idea of overnight success or instant gratification. We believe financial advice is very personal and relationship based and our independent financial advice will always be tailored to your unique circumstances. We are here for you through your life journey and we want to see you through to achieving your financial 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, isn’t that what they say? Part of wealth management is also setting you up with a bit of a safety net during 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.
Meet your professional Independent Financial Advisor near Strathfield
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 Independent Financial Planner near Strathfield can help you with a wide range of 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 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 dedicated Independent Financial Advisor in the Strathfield area
Plutus Financial Guidance deliver bespoke independent financial advice and financial planning services in Sydney’s Inner West. Our Financial Advisor near Strathfield delivers independent financial advice with integrity, excellence and purpose. Our goal is to help you create, improve and protect your personal wealth.
Our professional Independent Financial Advisor near Strathfield can help you achieve the lifestyle you want 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.
Speak to your independent financial planner servicing clients in the Strathfield area – contact us today
At Plutus Financial Guidance we deliver personalised strategies for independent wealth management including 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 objective is to help you get to your life goals.
Everyone has a goal or ideal when it comes to personal wealth. For most of us it’s about finding that sweet spot where finances are not a stress or worry, but instead enable a more comfortable lifestyle where we have more time to focus on the important things in life. Contact us today about our Financial Planning services near Strathfield.
