Meet your Independent Financial Advisor. We service clients in the Castle Hill, Sydney area
We will conduct a strategic analysis of your financial state to unearth opportunities to enhance and empower your financial decisions. By using personalised financial modelling, we will provide you with bespoke, independent financial advice to help you reach your financial goals.
We differ from other Financial Advisors in Sydney, as Plutus Financial Guidance provides entirely independent financial advice. We take no asset-based fees, commissions, kickbacks – nor do we receive referral fees.
Plutus Financial Guidance is not related to any financial institution or product manufacturer, nor do we have our own products. This means we are not incentivised to sell products to you and our advice is truely independent. Instead, we only focus on quality strategic financial advice and product recommendations that are in your best interest. All recommendations are free from conflict remuneration. We are not restricted to any particular providers and do not have a limited list of products with undue influence.
We provide independent holistic services, much like a health practitioner, to help you achieve your goals. Our only interest is in the benefits we can provide for you. Our goal is to empower you to make better financial decisions, by providing quality independent financial advice. Help you achieve your personal finance goals is our greatest reward.
Professional independent financial planner servicing the Castle Hill area
When providing independent financial advice we always work in a professional, ethical and socially responsible manner.
Our clients share our sense of community, and care about the people and environment around them – just like us.
We do not believe in quick fixes or the idea of overnight success. We believe in providing our clients with tailored, independent financial advice that will help them on their life journeys. Each person’s circumstance is unique and requires strategic analysis and planning to help reach their financial goals.
An independent financial advisor can help you through tougher times, as well as plan for a secure future.
Life is full of ups and downs, so it is important to include a safe guard in your financial plan. Plutus Financial Guidance can provide independent wealth management advice that will assist you in setting up a safety net in case of 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 Planner servicing the Castle Hill area
Vince Lam
Principal Consultant MAppFin BCom CPA JP
Vince is an Independent Financial Advisor and Accountant with over two decades of 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 servicing the Castle Hill can help you with a wide range of financial planning advice…
Retirement Financial Advice
Make your transition into retirement smooth with the right strategy and early planning. Feel empowered knowing you have the choice to know how long you need to work for. Enabling you to have the retirement lifestyle you desire.
Budget & Savings Plan
We can assist with cashflow design, calibration & optimisation. Create a budget to get your savings back on track, and curb your spending to achieve your financial goals.
Estate Planning Advice
Have you thought of what might happen to your family after a life changing event? Plutus Financial Guidance can help you sort out financial affairs including general estate planning, marriage, separation and inheritance.
Debt Management
Strategic planning, structure and the right repayment plan will eliminate the stress of managing your debt. Discover your options on how to better manage and pay off debt.
Investment Strategy
We can help you investigate the right investment strategy to help grow your wealth. We can discuss options to achieve your financial goals including your super, self managed super funds, property and shares.
Wealth Protection
Do you have any plans in place to protect your lifestyle, if your ability to earn income was compromised? Let us analyse your risk and plan around trauma, income protection, permanent disability and life insurance.
Plutus Financial Guidance is an experienced Independent Financial Advisor for the Castle Hill area
Plutus Financial Guidance deliver bespoke, transparent financial advice and financial planning services in the Castle Hill area, situated near Sydney’s Hills District. Our Financial Advisor servicing the Castle Hill area delivers financial advice with sincerity, excellence and deliberation. Let us help you improve, grow and safe-guard your personal wealth.
Our knowledgable Independent Financial Advisor servicing clients in the Castle Hill area can assist you in achieving the lifestyle you want for you and your future.
Regardless of age, income or ambition – an independent financial advisor can guide you on a personal journey to find financial health and prosperity.
Contact us today to talk to our dedicated independent financial planner for the Castle Hill area
At Plutus Financial Guidance we deliver customised strategies for independent wealth management. We offer independent financial advice to streamline your budget and saving, manage debt, better protect your income and wealth, make more informed investment decisions and transition to retirement.
Our aim is to help you get to your life objectives.
Personal wealth means something different to everyone. For many it means finding a comfortable balance where finances are not a stress or worry, but instead enable you to live a more comfortable lifestyle. Contact us today about our Financial Planning services available in the Castle Hill area and take the first steps in creating what’s important to you.
