Everyone is unique and we all have differences in circumstances, age, aspirations, goals, investment horizon, appetite for risk and requirements – which should be reflected in your investment strategy.
An independent financial advisor will help determine the approach that is right for you, whether that is focusing on capital growth, the level of cash flow generation or tax effectiveness.
An effectively implemented investment strategy can help create wealth.
The importance of independent financial advice for investors.
We specialise in building financial roadmaps tailored to you and your family’s needs, offering you peace of mind by ensuring you are on track to reach your financial goals.
When seeking advice regarding your investments, choosing an independent financial professional who does not accept kickbacks, royalties or referral fees from financial institutions is of utmost importance.
We are very different compared to other Financial Advisors in Sydney.
Plutus Financial Guidance provides CIFAA-certified independent financial advice. As independent financial advisors we take no asset-based fees, commissions, or 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.
Important questions for investors
How can we help you?
More Than Just An Advisor
It’s our belief that financial advice is very personal and relationship-based. We will listen to your fears, work out the issues driving those feelings and provide practical long-term answers.
Setting Clear Goals
We will assist in crafting a roadmap for your financial journey begins with setting clear and achievable goals for your investments.
Crafting a Realistic Investment Plan
We will help you with the diversification of your investments across different asset classes. Minimise risk and optimise returns through portfolio construction and ongoing management.
Continuous Education
The financial landscape is dynamic and everchanging. A well-informed investor is better equipped to make strategic financial decisions. We can help guide you through this education.
Ongoing Support and Monitoring
Investment plans are subject to adjustment. Regularly review and reassessment of your financial goals, budget, and investment portfolio ensures they align with your current circumstances and aspirations.
Client-Centred Expertise
We focus on providing client-centred expertise in assessing your financial profile and situation. Our independence means we aren’t restricted in the advice we offer, you’ll receive the right strategy and product to suit your exact needs.
No matter what life stage you are at, we’re here to help you create positive changes allowing for more time to enjoy the finer things in life.
