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.

Independent Financial Advisor Macquarie Park

Meet your Independent Financial Advisor. We service clients in the Macquarie Park, Sydney area

We conduct strategic analysis of your financial state and discover opportunities to develop and empower your financial decisions.

We differ from other Financial Advisors in Sydney (in the best way). Plutus Financial Guidance take no asset based fees, commissions, kickbacks – nor do we receive referral fees.

By not having any relation to financial institutions or product manufacturers, we are not incentivised in anyway to provide you with advice other than what is best for you. We do not have our own products either, so you can be assured that anything we recommend is without conflict remuneration. Instead, we focus on quality strategic advice coupled with product recommendations that is in your best interest to ensure the most positive results.

Like a health practitioner, we provide you with an independent holistic service to help you achieve your goals. At Plutus Financial Guidance we will always work with your best interests at heart. We are here to empower you to make better financial decisions and achieve your personal finance goals.

Professional independent financial advisor near Macquarie Park

We conduct ourselves in a professional, ethical and socially responsible way when it comes to providing financial advice to you.

We are not selling the idea overnight success, but rather we believe financial advice is about building relationships and developing personal strategies for your individual circumstance. We are here for you through your life journey and we 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.

Independent wealth management is also about setting you up with a security blanket 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.

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Meet your dedicated Independent Financial Advisor servicing the Macquarie Park area in Sydney’s north.

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.

Contact Vince, your local Financial Advisor today.

Your Independent Financial Planner near Macquarie Park can help you with a wide range of independent 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 retirement planning advice. Unlock the retirement lifestyle you aspire for.

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 advice, marriage, separation and inheritance.

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.

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.

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 Independent Financial Advisor servicing the Macquarie Park area

Plutus Financial Guidance deliver independent financial advice and independent financial planning services. Our professional Independent Financial Advisor in the Macquarie Park area of Sydney delivers independent financial advice with integrity, excellence and purpose. We help you create, improve and protect your personal wealth.

Our experienced Independent Financial Advisor near Macquarie Park 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.

Talk to your independent financial planner in the Macquarie Park 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.