WHO WE ARE
Plutuss is a Brisbane based Financial Planning firm that exists for one objective – to put you in a better position financially by formulating strategies that will help you build long term wealth.
TRANSPARENT ADVICE
We provide tailored and transparent advice that is in your best interest and customised to your unique circumstances. We have no affiliations or in house products so we are under no obligation to pick any particular product as part of our recommended strategies.
HOW WE WORK
We spend the time upfront to really get to know you, your unique circumstances and your financial goals. This allows us to formulate a customised and comprehensive financial plan that will help you achieve your financial objectives. We ensure that your investments are structured in a way that is helping you build long term wealth.
OUR PROCESS
Once we know your unique goals and understand your circumstances, we complete an initial Gap analysis to see if we can help you and put you in a better position. We’ll explain our advice to you to ensure you have a good understanding of our recommended strategies and we will proactively and continuously monitor your finances to ensure our recommended strategies remain effective in helping you achieve your short, medium and long term goals.
WHO WE WORK WITH
Our clients range from young professionals and families to business owners and retirees. Our clients work with us because we are passionate about helping them achieve their financial objectives. Not only do we have the experience and knowledge to recommend solid financial strategies that work, we also communicate openly and transparently with you so you understand where you are headed financially.
MORE OF OUR SERVICES
Super and
Retirement Planning
We formulate strategies to help you structure your superannuation investments to ensure your retirement needs are met.
Investment
Advice
We use our wealth of knowledge and experience to formulate investment strategies that are aligned with your objectives and risk profile. You will benefit from knowing that your investments are well diversified to minimise volatility and risks.
Insurance
and Risk
At Plutuss, we understand the importance of protecting wealth and our professional relationships with Australia’s major insurance providers allows us to provide you with recommendations that will hele you protect your wealth.
Self-Managed
Superannuation
We provide you with comprehensive education, setup, and ongoing administration of your SMSF so that you have a clear understanding of your obligations as a trustee and are well equipped to navigate through the complex compliance requirements of an SMSF.
Wealth
Protection
We work closely with you to ensure your estate planning plan is in place to ensure your wealth is passed on to your loved ones in line with your wishes.
Debt
Management
By engaging with our debt management services, you can unburden yourself of the weight of financial stress. With this new freedom, you can focus more of your attention on the things that matter, instead of constantly stressing about having to pay off debt.