Amicus Financial Lifestyle Planning is an award winning financial planning practice with over 30 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.

Our mission is to help clients create a vision for their financial goals and help them realize this vision through our financial planning process. We take the time to educate our clients about their options and raise their level of financial awareness to be able to make informed decisions regarding their finances.

We strive for excellence and high standards of customer service as we understand these are the foundations for our business growth and longevity.

Our clients include mums and dad investors, high net wealth investors and small business owners both in the Chinese and Australian community. Our staff are fluent in Cantonese, Mandarin and English.

Our Staff

Jimmy Son

Managing Director, Certified Financial Planner®

Jolene Son

Chief Financial Officer, Head of General Insurance

Jeremy Wei

Financial Planner, AFP®, CFTe

May Ouyang

Personal Assistant

Connie

Paraplanner

Melody Lee

Marketing Manager

Why Choose Us

We have a long history of building trusting relationships with our clients, many of whom have grown with us over our 30 years of service.

We have a commitment to excellence. Our professional team takes pride in their work and delivering high standards of customer service.

When you choose us as your advisor, you’ll benefit from our professional team, our scale, capability and business systems. Consider our office and team as yours and an integral member of your professional team to help you achieve your big life goals.

We believe your goals and needs are just as unique as you are. We provide tailored and customised plans and portfolios to meet your objectives.

We have access to over 500 products and services.

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide

Testimonials

We have known Jimmy for nearly 10 years and during this time we have been very impressed with his competence not only with his wise and skilful placement of our money but also his very professional organisation. He regularly gets in touch with us and also visit us several times a year to review our situation and to make suggestions on any improvements he thinks he can make. He have a proactive approach to his work and, after each visit, he later follow up and forward a very detailed report explaining the current situation. We have been more than pleased with Jimmy’s individual service and would highly recommend him.

Kevin Lin

Operations Manager

Fujian Footwear Australia Pty Ltd

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 please 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.

Larry K.

Retiree

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 AMP 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.
Thanks Jimmy and your team for everything.

Steven and Clara Chan

Thirteen years ago (2006) when I decided that I had to get my Finances in order I was introduced to Jimmy Son who was running AMICUS and have not looked back since.On my first visit I found Jimmy to be very patience and clearly explained how he will help managed my money. He makes sure I clearly understood everything and was happy to answer repeated questions in matters that I did not fully understand. He makes me feel very comfortable as time does not seem to matter to him during our meeting.

Throughout the years Jimmy has given me great advice and goes out of his way to help me in matters that need urgent attention. My Finances has been very healthy under his care so much so that I was happy to introduce my colleague Ms Wanda F. when she had to look for a Financial Adviser. I believe she too is very happy with Jimmy that she recommended her sister and one of our good friends Jenny L.After all these years not only Jimmy’s patience has not changed but I found this counterparts especially May and Melody to be very helpful in helping me with any problems I have that need to be attended urgently. This gives me a great peace of mind where my financial affair is concerned especially since I am near retirement age.

Cecilia O

We started to engage Jimmy Son as our adviser in 2017. He always kindly and patiently explains to us everything we need to know about our retirement. He helped us create an investment portfolio. I am very satisfied with the returns of this portfolio in the past year.

In 2019, I decided to invest more funds to create another investment portfolio. With Jimmy and his team managing our finances, we are able to enjoy our retirement with a peace of mind.

John & Rosa Leung

Retirees

Jimmy and his team has provided excellent customer service during the whole process, especially the after-sales service as well.

I had no ideas about my superannuation before I met Jimmy. I bought the product from a different company due to my previous work contract. However, Jimmy and his team gave me and my husband a very good lesson on superannuation and plan for our retirement. Hence, we took their recommendations to maximise our benefits.

His personal assistant May always reply to our email quickly, and very patient in answering questions and explain the details to us which we feel very comfortable.

Andrea Wong

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