Welcome to Amicusflp
Protect your family and your loved ones
Take advantage of the Market base price and grow your wealth in the long term.
Manage and invest to increase the wealth
Amicus Financial Lifestyle Planning is an award winning financial planning practice with over 35 years experience. The company is based in Hawthorn, Melbourne. Our company provides comprehensive financial planning services – superannuation, SMSF, investment planning, retirement planning, asset protection and insurance services.
Jimmy Son & Associates Pty. Ltd. ABN 21 007 382 130 trading as Amicus Financial Lifestyle Planning Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706
Jimmy Son & Associates Pty. Ltd. (ABN 21 007 382 130), trading as Amicus Financial Lifestyle Planning, is a trusted name in financial advisory. Jimmy Son is a trusted name in financial advisory and a proud Authorised Representative (No 248965) of Spark Advisors Australia Pty Ltd (ABN 34122486935 AFSL 380552)
At Amicus Financial Lifestyle Planning, our mission is to help you achieve your financial goals and secure a prosperous future. We provide tailored financial advice and solutions that align with your unique lifestyle needs and aspirations.
Managing a Self Managed Super Fund (SMSF) allows you control and flexibility to decide how your…
Managing a Self Managed Super Fund (SMSF) allows you control and flexibility to decide how your…
With over three decades in the financial industry, we amassed a wealth of knowledge and expertise.
Our personalised approach ensures every aspect of your financial plan meets your individual needs and aspirations.
For portfolio construction, we tailor our investment strategies to align with your risk tolerance, time horizon, and financial objectives.
In addition to providing financial advice, we also offer comprehensive education about our services and the broader financial landscape.
I had a super policy with AMP, through AMP’s re-organization, my super policy was left un-attended. One day Jimmy contacted me, saying he had been working for AMP and if my super policy could be placed under his advice, he would be able to enhance a better return. Subsequently we met to work out a new policy. I went along with his suggestion and after 6 months he did achieve a very strong positive outcomes or benefits. Jimmy’s services are superbly conducted, and these all meet my expectations well. He expresses any issue clearly, his products and service charges are transparently indicated. He has given me an impression of honesty and trustworthiness. I would have no hesitation to recommend his handling of investments or superannuation to anyone.
With running a dental clinic, taking care of kids and elderly parents, we were always too busy to plan our investments. We managed to invest in some properties and did not have much understanding of superannuation laws and how to make it grow. We had bought investment plans from Spark for our kids through Jimmy when the kids were young. We trusted him and he has given us excellent advice in the last 30 years. He also helped us set up our self-managed super fund and we were able to semi-retired at 55 with financial security for our retirement. Jimmy is very patient in explaining to us our queries and concerns about investments, he is dedicated to his job and we always feel we can trust him to give us the best advice. We have not used a financial planner before but we believe Amicus Financial planning gave and will continue to give us excellent service. We do not hesitate to recommend him to our family and friends.
We have known Jimmy for more than 15 years and during this time we have been very impressed with his competence not only with his wise and skillful placement of our money but also his very professional organisation. He regularly gets in touch with us and also visits us several times a year to review our situation and to make suggestions on any improvements he thinks he can make. He has a proactive approach to his work and, after each visit, he later follows up and forwards a very detailed report explaining the current situation. We have been more than pleased with Jimmy’s individual service and would highly recommend him.
I have been with Jimmy for over 25 years now and he has helped me to restructure my super retirement fund when is required. I am very pleased with his services and happy that each year my portfolio continues to grow and earn more than what I have drawn to fund my retirement lifestyle. It’s a great feeling and a peace of mind as Jimmy is keeping my portfolio up to date with changing market conditions each year. I am enjoying my retirement.
Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
Jimmy Son is an Authorised Representative (No 248965) and Jimmy Son & Associates Pty Ltd T/A Amicus Financial Lifestyle Planning is a Corporate Authorised Representative (No. 248876) of Spark Advisors Australia Pty Ltd (ABN 34 122 486 935, AFSL 380552)
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You can take out TPD insurance to cover the cost of rehabilitation, debt repayments and the future cost of living for yourself and your family.
It is important to understand the definition of TPD covered by your insurer to get the most appropriate cover for your occupation type.
Trauma insurance is also known as critical illness insurance. It provides a lump sum to meet immediate medical expenses and other expenses when a critical illness or critical injury occurs.
Conditions covered vary from policy to policy, but typically include as standard various cancers, heart disease and/or heart attack and stroke,
For an affordable premium amount you can give yourself and your family a peace of mind.
Income Protection Insurance pays a monthly benefit of up to 75% of your regular before-tax income if you can’t work due to a serious illness or injury.
If you have high levels of debt and you are the main bread winner in the family, then taking out income protection can offer you a much needed safety net. Should you become ill or injured and unable to work, you can relax and focus on your recovery knowing you have ongoing cash flow to meet your mortgage repayments, medical bills and maintain your family’s quality of life.
Income Protection Premiums can be claimed as a tax deduction. There are various factors that affect the premiums. One of them is the different waiting periods before the cover is paid. Premiums reduce as the waiting periods increase from 30, 60, 90, 120 days, 1 year or 2 years. You can select benefit periods from 2 years to age 65.
General Advice Warning: The information in this website and the links has been prepared for general information purposes only and does not take into account your personal objectives, financial situation or needs. It is not intended to provide commercial, financial, investment, accounting, tax or legal advice. You should, before you make any decision regarding any information, strategies, or products mentioned on this website, consult a professional financial advisor to consider whether it is suitable and appropriate for you and your personal needs and circumstances. Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product, together with the Target Market Determination (TMD).