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Plutus Financial Guidance

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Sydney, Australia

plutusfinancialguidance.com.au
Financial consultantFinancial institution· Financial consultant· Financial institution

Plutus Financial Guidance Reviews | Rating 4.8 out of 5 stars (8 reviews)

Plutus Financial Guidance is located in Sydney, Australia on Australia Square, Level 33/264 George St. Plutus Financial Guidance is rated 4.8 out of 5 in the category financial consultantfinancial institution in Australia.

Address

Australia Square, Level 33/264 George St

Phone

+61 291888873

Amenities

Toilets

Open hours

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Angie Wong

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.

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Hanny Liem

My partner and I are clients of Vince Lam, an independent financial advisor of Plutus Financial Guidance, and we have no hesitation in providing a written statement of recommendation. Vince is a highly reliable, responsible and conscientious financial planner and a very courteous and considerate person in general. We value his knowledge and expertise and are certain that we will achieve our goals with the benefit of his guidance and focused attention. We are certain that you will not find a better independent financial planner.

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Steven Le

Vince has been my financial adviser for the last few years. During this time he provided me with exceptional service. His advice is always independent and honest. I’ve had a few financial planners in the past but they weren’t independent and usually try to sell me products and services that I didn’t need. Vince is different. He assessed my current situation and made appropriate recommendations to ensure I achieved my financial goals. More importantly he follows up and makes me accountable to ensure I achieve my financial goals. I would highly recommend Vince to anyone looking for a financial planner.

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Ahmed Khan

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.

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John Wick

Vince and his team at Plutus Financial Guidance have been wonderful to work with. Their genuine interest in our success have pushed us to be as optimal as possible. It has been reassuring to be checked of our blind spots, and be given honest independent financial advice.

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Maria Khan

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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Andy HT

Future planning and financial management has never been our strength, so having independent wealth management was invaluable to us. Juggling a busy household with 2 children and employment obligations, we really needed an independent financial planner to help us develop and achieve important life goals. Being an independent financial advisor, Vince has the integrity, work ethics and expertise to guide us and keep us on track to meet our life objectives.

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Pip Lee

I have never really looked at seeking professional financial advice until I was referred to Vince from a good friend of mine. From our very first consultation to this very day, I can honestly say, Vince has been one of the best investments I have ever made. He is an independent financial advisor and has made my financial future so much stronger and my goals so much more achievable. I would recommend Plutus Financial Guidance to anyone who is seeking the service of a trusted independent financial planner.

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