Where we do differentiate is in our recommendations for each client. No two clients are the same, therefore there is no off-the-shelf product. We like to get to know each client before we consider which approach to recommend.
This is what you can expect when you work with us:
Georgina and the Plutus Wealth Management Team were recommended to me by a close friend. I met with Georgina who listened to the details of my financial situation and future plans. She thoroughly explained the short-term, medium-term and long-term financial planning options available to me. Georgina took the time to research my additional queries, without exception she came back to me quickly and always guided me through the paperwork. Georgina’s honest, professional, committed, enthusiastic and down to earth approach has completely changed my view of receiving financial advice, in fact now I am rather enthused by the whole topic and look forward to meetings and of course building my finances for the future!