What is independent financial advice?

We are certified independent. The CIFAA’s seal of approval shown on our website helps Australians select a financial adviser who operates without receiving incentives and without conflict.

What is a financial advisor and what are the services one offers?

A financial advisor is a professional who provides personalised financial guidance and advice based on your individual financial goals and circumstances.

Why are financial advisors important?

Financial advisors help individuals and families make informed decisions about their finances. Our expertise and knowledge can assist you in creating a tailored financial plan that aligns with your goals.

What can I expect during a consultation with a financial advisor?

During a consultation, we will typically start by getting to know you, your life goals, risk tolerance, and current financial situation.

How can I prepare for my first meeting with a financial advisor?

Before your first meeting, take some time to think about your life goals, both short-term and long-term. Consider any questions you have regarding our approach to financial planning.

How do financial advisors determine personalised strategies for clients?

Financial advisors determine strategies by conducting a thorough analysis of your financial situation. We consider factors such as your income, expenses, assets, debts, risk tolerance, time horizon, and future goals.

Certified Independent Financial Advisor Lindfield

Meet your dedicated Independent Financial Advisor. We service clients in the Lindfield, Sydney area

Take time to appreciate the more important moments. Free up your time by consulting with an independent financial advisor and gain peace of mind knowing that you are making the best choices when it comes to your finances.

Plutus Financial Guidance, your Independent Financial Advisor near the Lindfield area, will work with you to achieve your financial goals. Whether you are after estate planning advice, retirement planning advice, aged care financial advice or are looking to develop independent wealth management strategies, Plutus Financial Guidance is here to help.

As independent financial advisors, Plutus Financial Guidance does not take asset-based fees, commissions, kickbacks – nor do they receive referral fees. This sets them aside from many other financial advisors in the Sydney region.

Plutus Financial Guidance are not incentivised to sell any products to you. They have no relation to any financial institution or product manufacturer, nor do they have their own products. Instead, Plutus Financial Guidance focuses on quality strategic advice coupled with product recommendations to find the best financial plan for you. There are no restrictions in regards to particular providers or products, so you can be assured you will only be provided with the best independent financial advice.

At Plutus Financial Guidance, your independent advisor near Lindfield, the benefit will always be to you. Plutus Financial Guidance are here to empower you to make better financial decisions and achieve your personal finance goals.

Professional independent financial advisory servicing the Lindfield area

As ethically and socially responsible professionals, Plutus Financial Guidance provides quality independent financial advice to all of their clients.

Clients of Plutus Financial Guidance share their sense of community and care about the people and environment around them.

Plutus Financial Guidance is not selling the idea overnight success or instant gratification. They believe independent financial advice is personal and each person’s circumstance is uniquely different. Plutus Financial Guidance are here for you through your life journey and want to see you 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, which is why part of independent wealth management is also setting you up 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.

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Meet your professional Independent Financial Advisor servicing the Lindfield area

Vince Lam

Principal Consultant MAppFin BCom CPA JP

Vince is an Accountant and an Independent Financial Advisor 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.

Contact Vince, your local Financial Advisor today.

Your experienced Independent Financial Planner near Lindfield can help you with a wide range of financial planning services…

Retirement Planning Advice

Ease your transition into retirement by seeking retirement financial advice from your independent financial advisor near Lindfield. Plan the retirement you deserve by investing in retirement planning advice

Estate Planning Advice

What happens to you and your family in life changing events? Let Plutus Financial Guidance help you sort out financial affairs including general estate planning advice, 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 servicing the Lindfield area of Sydney

Plutus Financial Guidance deliver individually tailored, independent financial advice and independent financial planning services near Lindfield, Sydney. Our Independent Financial Advisor servicing the Lindfield area delivers independent financial advice with integrity, excellence and purpose. We help you manage, improve and maintain your personal wealth.

Our professional Independent Financial Advisor near Lindfield can help you achieve the lifestyle you desire for you and your family.

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 provide you with financial freedom.

Talk to your professional independent financial planner in the Lindfield area – contact us today

At Plutus Financial Guidance we deliver personalised strategies for independent wealth management including independent 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.