Plutus Financial Guidance

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About

Plutus Financial Guidance was founded by Vince Lam who is an authorised representative of Dover Financial Advisers Pty Ltd AFSL 307248.

Story

Plutus Financial Guidance deliver tailored and transparent financial advice and financial planning services with care, compassion and purpose. We help you create, improve and protect your personal wealth.

"Plutus Financial Guidance offer gold standard independent financial advice and financial planning services with integrity, excellence and purpose.We help you create, improve and protect your personal wealth to achieve the lifestyle you want. We deliver personalised strategies for complete wealth management to ensure you have the highest probability of achieving what’s important to you in life.Our objective is to help you get closer to your lifestyle objectives.Everyone has a unique goal or ideal when it comes to personal wealth, for most of us it’s about finding that sweet spot where finances are not a stress or worry, but instead enable a more comfortable lifestyle where we have more time to focus on the important things in life."

Address: Level 1, Suite 7/318 Victoria Ave, Chatswood NSW 2067, Australia

Phone: (02) 9188 8873

Website

State: New South Wales

City: Chatswood

Zip Code: 2067

Opening Hours

Monday: 9:00 AM – 5:30 PM
Tuesday: 9:00 AM – 5:30 PM
Wednesday: 9:00 AM – 5:30 PM
Thursday: 9:00 AM – 5:30 PM
Friday: 9:00 AM – 5:30 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews

My husband and I are in our 40's with 3 children. We were looking for an independent financial advisor to assist us with confidence and direction with our best interests in mind, to secure our financial future. We were not sure what would be involved in engaging with a financial advisor, having not done this before, and I searched and came across Vince Lam from Plutus. With Vince's ability and attitude to inspire and support us with our financial goals, we are extremely happy, comfortable, and feel in more control of knowing where our finances are heading. Vince and his team through Plutus certainly are approachable, they listen, and provide ongoing support to myself and my husband in a way that is very reflective and in creating autonomy between us. We are both really excited to have Vince and his team on our journey. The past year we have reflected on our resources and with Vince's direction, we now see our pathway as certainly more defined, goal orientated and achievable. We look forward to our catch ups to help us fulfil our life objectives, and certainly encourage others to speak with Vince Lam to achieve results.

My husband and I engaged Vince Lam, principal financial planner of Plutus Financial Guidance in 2021, to dismantle our self managed super fund. Vince diligently and professionally completed that task and we are very grateful and relieved at the outcome achieved. We continue to use Vince for all of our financial requirements. Vince is respectful, thorough and very easy to communicate with. I highly recommend him and his team at Plutus Financial Guidance for independent financial advice.

Vince has been in our lives for 2 years. My wife and I found it very easy to openly discuss family and financial matters with Vince and come up with the best financial plan for us. Vince guided us with insightful and thought-provoking questions throughout the whole process to figure out our goals and where we wanted to be. Vince also helped establish a success team with whom we thoroughly enjoy working with to tackle different aspects of planning, e.g., estate planning, taxation.  We highly recommend Vince to anyone looking for an open, friendly, honest, and collaborative environment to plan and mitigate the risks that are present in these modern times.

Vince you have helped us to clarify our individual and shared financial goals and our current financial position. You and team Plutus Financial Guidance are helping us to take tangible steps towards achieving our goals, including talking through the key questions that need to be answered in order to move forward. We are more confident in our position as a result of your independent financial planning service. We value our meetings and interactions and look forward to continuing our work with you as our independent financial advisor.

Vince Lam from Plutus Financial Guidance has been our independent financial advisor for the past few years. Vince has provided us with complete financial planning service, retirement planning advice, superannuation advice and much more. He not only looks after our finance, but also our well-being. We believe our overall well-being is just as important as money and Vince has taken the time to understand our family and help us plan for the future. We can definitely rely on him for guidance and support.

Our independent financial advisor Vince and his team have provided us with invaluable guidance and structure for wealth creation and management. The regular meetings have been beneficial in evaluating and readjusting our short and long term goals. We have found Vince and Plutus Financial Guidance highly personable, reliable and efficient. We feel the service we have received has been of the highest quality.

I'd like to say that Vince and his team at Plutus Financial Guidance have helped us immensely with their advice and diligence for our financial and overall wellbeing. The independent financial advice has been spot on and very helpful to help us make some big decisions. A huge benefit of their independent financial planning process has also been that my wife and I have been able to align on our goals and for her to get involved in our financial journey more than ever. Vince, you have been great and we are very grateful for the advice you've provided us. A massive thank you from both of us.

We never believed in having a financial advisor because it was too hard to trust anyone. Given the image of the industry, it is hard to find a genuine advisor who only works for the client's best interest. We believe having Vince as our advisor is one of the best financial decisions we made in 2020. He is a professional independent financial advisor; he is sincere, reliable, and always available to clarify any questions we have around our financial situation. He is friendly and empathetic, who takes a genuine interest in helping his clients to optimise their current situation and financial future. Since day one, Vince has shown a highly proactive and personalized approach to help us in risk management for our family. We are pleased with the standard of his service and work ethics. He makes us feel accountable and provide us with tools and confidence to achieve our financial goals. I'd recommend Vince to my family and anyone without hesitation. Ahmed & Maria.

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