Plutus Financial Guidance 264 George Street, Sydney, New South Wales 2000

"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."

"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."

"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 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."

"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."