We are currently providing our independent financial advisory services via online video consultation to those who prefer. Independent financial planners help you create, improve and protect your personal wealth in order for you to achieve your life goals. We deliver personalised strategies for complete wealth management to ensure you have the highest probability of achieving what's important to you in life.
Everyone has a unique goal or ideal when it comes to personal wealth. For most of us this is about finding that sweet spot, enabling a comfortable lifestyle where we have more time to focus on the important things in life.
Everyone has a unique goal or ideal when it comes to personal wealth. For most of us this is about finding that sweet spot, enabling a comfortable lifestyle where we have more time to focus on the important things in life.
Services
Services
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Speak to an independent financial planner about retirement financial advice. We will ensure your transition into retirement is smooth, with early planning and a tailored strategy suited to your situation. An independent financial planner will help you with a personalized plan for cashflow design, calibration & optimisation.
Who We Are For
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You have started thinking about hanging up your working boots and are looking for advice on how you can live your dream retirement life. You are looking to make the most out of what you have with a budget and savings plan to set you on the path for success. You are looking for the most effective way to manage your debt, so that it can be a tool to serve you and not the other way around.
Retirement Planning Advice
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Expert retirement planning advice will enable you to make the right financial decisions, as you transition into the next chapter. An independent financial advisor can help you with decisions such as how long you want to continue to work and how often. Expert, independent retirement financial advice can help you identify how much retirement savings you will require to fulfil your retirement lifestyle goals.
Independent Superannuation Advice
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An independent superannuation advisor (more commonly referred to as an independent financial advisor or independent financial planner) will undertake strategic analysis of your current financial state and the state of your superannuation. Independent superannuation advice will reveal opportunities to improve the performance of your super balance with a personalised superannuation investment strategy, underpinned by your retirement goals.
Aged Care Financial Advice
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Vince Lam is an Accredited Aged Care Professional and an experienced Independent Financial Advisor in the North Shores of Sydney. He works closely with individuals and families to assist in making educated decisions when looking at aged care options for a loved one. We are very different compared to other Financial Advisors in Sydney.
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