Working with your local certified IFAAA Gold Standard Independent Financial Advisor in Sydney
We undertake strategic analysis of your financial state and unearth opportunities to improve and empower your financial decisions with personalised financial modelling.
We are very different compared to other Financial Advisors in Sydney. 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.
We are not related to any financial institution or product manufacturer, nor do we have our own products. Therefore we are not incentivised to sell products to you. Instead, we focus on quality strategic advice coupled with product recommendations that is in your best interest and free from conflict remuneration. We are not restricted to any particular providers and do not have a limited list of products with undue influence.
Like a health practitioner, we are providing you with an independent holistic service to help you achieve your goals. The benefit will always be to you. 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.
Professional independent financial advisor in Sydney
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 are not selling the idea overnight success or instant gratification, we believe financial advice is very personal and relationship based. 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.