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.
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.
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.
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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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.
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.
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.
