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Financial Planning Melbourne

Certified Financial Planners Melbourne
Financial Planning Melbourne
Financial Advice Melbourne

Expert Financial Planners Melbourne

Wealth and security go hand in hand. Whether you’re seeking the best options to maximise your savings or looking to plan a comfortable post-retirement life, our experienced financial planner help you make informed decisions and secure your future with sound financial advice.  

Amicus Financial Lifestyle Planning has over 35 years of experience in financial planning in Melbourne. We provide personalised financial solutions tailored to our clients’ life goals and individual needs. From personal insurance and retirement planning to Self-Managed Super Funds, we help you in every aspect of financial planning.

We are committed to helping you navigate the complexities of financial planning with confidence and clarity. We have a client-centric approach and take the time to understand your financial situation and lifestyle goals. Whether building a wealth portfolio or planning for a retired life, our financial planner will educate you on the best options suited to your needs.

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Financial Planning Services In Melbourne

At Amicus Financial Lifestyle Planning, we offer a wide range of financial planning services to help you achieve your financial goals:

Why Choose Us?

When it comes to financial planning in Melbourne, you need a trusted partner who understands your unique needs and aspirations. We are multilingual financial advice practice and can help some clients from various linguistic backgrounds. We can speak English, Mandarin, Cantonese, Hainan, and can speak other language in an intermediate level of communication in Hakka and Hokkien. Here’s why Amicus Financial Lifestyle Planning stands out from the crowd:

35 years of Experience

With over three decades in the financial industry, our firm has amassed a wealth of knowledge and expertise. Our extensive experience enables us to navigate complex financial landscapes with confidence and precision, providing you with reliable guidance and strategies tailored to your unique circumstances.

One-to-one approach

We prioritise building strong, personal relationships with each client. Our one-to-one approach means you receive individualised attention and support, allowing us to gain a deep understanding of your financial goals and preferences. This personalised interaction ensures that every aspect of your financial plan is designed to meet your specific needs and aspirations.

Personalised portfolio construction

We understand that no two clients are alike. That's why we take a bespoke approach to portfolio construction, tailoring investment strategies to align with your risk tolerance, time horizon, and financial objectives. By crafting a personalised portfolio that reflects your individual preferences and goals, we aim to maximise your long-term success and financial security.

Guidance and education about services

We believe in empowering our clients with knowledge and understanding. In addition to providing expert guidance and advice, we also offer comprehensive education about our services and the broader financial landscape. Whether you're a seasoned investor or new to financial planning, we're committed to ensuring you have the information and resources to make informed decisions about your financial future.

Our Financial Planning Process

We follow a rigorous financial planning process to ensure your needs and goals are met. From initial consultation to ongoing review, we’re with you every step of the way – providing guidance and expertise when you need it most.

01

Initial Consultation

During our initial meeting, we take the time to understand your financial situation, aspirations, and concerns. This allows us to establish a solid foundation and tailor our approach to meet your unique needs.

02

Assess Your Needs and Goals

We conduct a comprehensive assessment to gain insight into your financial objectives, risk tolerance, time horizon, and other key factors. This helps us develop a clear understanding of what you hope to achieve.

03

Discuss Our Recommendations

Based on our assessment, we create a customised financial plan to help you achieve your goals. Our recommendations are then presented in a clear and concise manner, ensuring you fully understand the proposed strategies and feel empowered to make informed decisions about your financial future.

04

Ongoing Review

Our relationship doesn’t end with the presentation of our recommendations. We provide ongoing support and guidance, regularly reviewing your financial plan to ensure it remains aligned with your evolving needs and circumstances.

Choose your Financial Advisor in Melbourne

We combine extensive knowledge, proven experience, and a focus on understanding your individual needs. This client-centered approach allows us to craft a tailored financial roadmap, guiding you towards achieving your long-term financial goals. We partner with you to create a clear and actionable plan that empowers you to reach your aspirations for the future.

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Financial Advisors In Melbourne

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    Amicus Financial Lifestyle Planning is an award winning financial planning practice with over 35 years experience.

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    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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    General Advice Warning

    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).

    Income Protection

    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

    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.

    TPD Insurance

    TPD (Total and Permanent Disability) insurance is often taken out along with life insurance. TPD is defined as:
    • You can’t work again in any occupation, or
    • You can’t work in your usual occupation.

    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.

    Life insurance

    Life insurance provides for your loved ones in the event of your death. It can be one of the greatest gifts you can give your surviving spouse or children to help cover mortgages or debts so that family assets can be retained. It will also allow the family to retain their lifestyle.