YOUR FINANCIAL PLANNING EXPERTS

ABOUT US

Plutus Financial Planning offers a comprehensive and progressive financial advisory service assisting clients throughout Australia to meet all of their short, medium and longer term financial goals.

The advisers at Plutus Financial Planning have acute understanding of the opportunities and threats associated with accumulating and protecting wealth in the modern world.

Our fully qualified financial planners can help to create a strategic path that ensures your goals in life become our targets to achieve.

Our advisers are skilled in establishing what is truly important to our clients and working towards achieving their financial and lifestyle goals. Our recommendations are bespoke and tailored to each client's specific objectives.

Plutus Financial Planning Pty Ltd is a Corporate Authorised Representative No.1297661 of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.

MEET THE TEAM

MARNI SIMPSON

Director / Financial Adviser

Marni has been working as a qualified Financial Planner since 2005 and understands the time constraints of work and family life. She makes it a priority to reduce stress by providing clients with total peace of mind regarding everything to do with their financial situations, throughout their family life cycle.

Marni is a mother of two primary school children and enjoys spending time with her family, camping, visiting local beaches and restaurants, watching the Melbourne Demons play football, and hitting the slopes when the snow arrives.

View Marni's Adviser Profile

Client Reviews

JIAMING (JAMIE) PI

Director

Jamie has been active in the financial services industry since 2007 with extensive experiences in banking, finance, and business finance. Jamie prides himself on developing excellent working relationships with all clients to provide financial advice based on their individual needs and goals.

A keen AFL follower with a passion for growing the sport within multicultural communities within Australia, Jamie is also an AFL Mandarin commentator and Multicultural community ambassador.

SIMON WONG

Director / Financial Adviser

Simon has been working as a licensed financial planner since 2018 and enjoys developing a strong bond with all of his clients. Simon is a big believer in the importance of financial literacy and is therefore motivated to educate his clients and provide relevant advice so they are able to meet their short and long term financial goals.

Outside of work, Simon enjoys spending time with his wife and two children as well as late nights watching his beloved Arsenal Football Club.

View Simon's Adviser Profile

SARAH DARVALL

Client Services Manager

Sarah has worked with Marni since 2017. She provides administration support for the business, which ties in well with her background in Marketing and Communications. Sarah enjoys the detail of the role and communicating with clients.

In her free time, Sarah enjoys spending time with her family, staying fit, experiencing different food and cuisines, and travelling somewhere new.

BESPOKE SERVICES

Personalised Portfolios

FINANCIAL PLANNING

Wealth Creation

Through personal and thorough investigation, our financial advisers are able to assist clients to recognise their core and big picture goals and objectives and create bespoke recommendations tailored to meeting these goals over 3, 5 and 10 years.

SUPERANNUATION

Maximise Wealth

Superannuation is a powerful and tax-effective strategy to assist with wealth accumulation. Purposeful and strategic use of superannuation is complex, and it is imperative that this important wealth generating vehicle is maximised for client benefit.

INVESTING

Enabling Growth

It is critical that clients are comfortable with the strategy employed in their wealth accumulation. Plutus financial planners tailor portfolios to meet client specific risk profiles and provide education to ensure investor financial knowledge grows to suit their growing portfolios.
We invest clients in direct share portfolios, managed funds, exchange traded funds using our personalized model portfolios.

PERSONAL INSURANCE

Wealth Protection

From building your career to starting a family or buying a home, it is important that you protect the life you have planned. Our two greatest assets are our ability to earn an income and our family. It is imperative that we protect both of these throughout our working lives. Plutus financial planners are passionate about finding the right balance between protecting wealth and accumulating it.

RETIREMENT PLANNING

Enjoy Wealth

Preparation is the key to a successful retirement and should be at the center of all financial recommendations.
What does your retirement look like?
Plutus financial planners are very skilled in working with clients to develop their retirement goals and have assisted hundreds of clients to achieve retirement incomes and lifestyles, previously thought out of reach.