Plutus Financial Guidance

Craig S 7 months ago

I want to outline the positive experience from the financial advice and guidance that that I received dealing with Vince at Plutus Financial Guidance (PFG). Vince is with you all the way calmly and patiently getting things done, and beneficial outcomes achieved. Through both simple and in-depth methods of analysts Vince builds a picture of needs and goals to achieve the most desirable outcome. Vince puts one’s mind to rest when it comes to dealing with financial worries and wealth generating concerns. In my case Vince set in motion a path to a sustainable retirement, he made me realise that that circumstances after often better than one thinks. I just need the right person to point this out and Vince achieved that for me. I have no doubt that he achieves the same for you. Vince offers advice with care and professionalism with heart. I overwhelmingly recommend Vince and Plutus Financial Guidance. Craig 63

Angelique Johnson 2 years ago

After finding Plutus financial guidance, I have gained a lot of knowledge and new perspectives about finances, taxes, accounting and investing. This holistic independent financial advice approach has worked in my favour, I feel comfortable with my money and my future. Vince and his team aren’t just about the finances, they also focus on your physical and mental health, which are important in our daily lives. Vince takes the time to talk to you, to get to know you, so that he can assist you figure out what the best steps for you are. I do not see Plutus Financial Guidance as just another company. I see them as an ally, independent financial advisors that are there for you, to help you achieve what you want. I appreciate everything that Plutus Financial Guidance has done for me and I am excited to continue working with them for many more years to come. Thank you, Plutus Financial Guidance, for giving me the guidance I need to live the life I want.

Caroline Bavor 3 years ago

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.

Stephen Kwong 4 years ago

Our experience with Vince's independent financial planning services has been exactly what we were looking for. From the start, he was able to elicit our true values, intentions and goals. This knowledge, along with a step by step plan gave us more confidence and clarity in our financial future. Vince and his team at Plutus Financial Guidance will show you 'blind spots' you didn't even know existed. He will use his expertise and knowledge to protect you along your financial journey.

Angie Wong 5 years ago

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.