Independent Wealth Management Advice, retired couple in sydney

Independent Wealth Management Advice

Everybody has dreams and aspirations. Variety is the spice of life.

Some people may wish to fly to the moon, others would prefer to sail around the world or drive around this great Australian land. Perhaps your goals are a little closer to home and you simply wish to be the best parent or grandparent you can be.

Whatever your goal may be, it starts with a plan.

Plutus Financial Guidance provides a wide range of independent wealth management services tailored to a broad range of client goals, delivering the tools for certainty and peace of mind regarding your financial position.

We pride ourselves on the integrity and purpose that is common throughout all of our financial services. We believe that financial advice should be transparent and structured, so our clients can achieve their aspirations over the near and longer term. 

Consider your personal financial position:

  • Is your home and/or investment property paid off without mortgage remaining?
  • What are your income streams? Employment? Investments? Business?
  • Do you manage multiple assets?

Vince Lam and the Plutus Financial Guidance team are continuing to work safely during the COVID-19 pandemic. We will continue to provide independent financial advisory services via online video consultation to those who prefer.

Speak to our friendly team regarding wealth management advice and our broad range of financial advisory services. Get in contact today.

You can also read about wealth protection by visiting our services page, via this link.