AMICUS Financial Lifestyle Planning
About the Business
Welcome to AMICUS Financial Lifestyle Planning, a premier establishment located in the vibrant city of Hawthorn, Australia. Situated at 737 Burwood Road, our institution is more than just a finance and insurance agency; it is a trusted point of interest for individuals and businesses seeking holistic financial planning and advice.
At AMICUS Financial Lifestyle Planning, we understand that financial decisions play a vital role in shaping our lives. With this in mind, our dedicated team of experts is committed to providing personalized solutions that align with your unique goals and aspirations. Whether you are planning for your retirement, expanding your business, or safeguarding your family's future, our comprehensive range of services is designed to cater to your specific needs.
When you step into our offices, you will be greeted by a warm and inviting atmosphere, reflecting our approachable and client-focused philosophy. Our knowledgeable advisors are here to listen, understand, and guide you through the complexities of financial planning, making sure you feel confident and empowered every step of the way.
As an established institution in the heart of Hawthorn, we have built strong relationships with leading financial institutions and insurance providers, giving us access to a wide range of products and solutions. This enables us to offer you unbiased advice and tailor-made strategies that maximize your financial potential while minimizing risk.
Our team at AMICUS Financial Lifestyle Planning understands that financial planning is not a one-time event but an ongoing journey. We are committed to building long-term relationships with our clients, providing ongoing support and regular reviews to ensure your financial plans remain relevant and adaptable to life's changing circumstances.
Beyond our commitment to financial excellence, we are proud to be part of the vibrant community of Hawthorn. We actively participate in local events and initiatives, contributing to the growth and development of our neighborhood. Our institution is not just a place of business but a hub of knowledge, expertise, and community engagement.
Whether you are an individual, a family, or a business owner, AMICUS Financial Lifestyle Planning is here to help you navigate the complexities of financial planning with confidence. Contact us today to schedule a consultation and take the first step towards a secure and prosperous financial future.
Photos
Hours open
Monday:
9:00 AM - 5:30 PM
Tuesday:
9:00 AM - 5:30 PM
Wednesday:
9:00 AM - 5:30 PM
Thursday:
9:00 AM - 5:30 PM
Friday:
9:00 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Friendly, easy to understand explanation, regular update, approachable, accommodating."
"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."
"I met Jimmy Son in 2017. He explained the pension plan in a friendly and patient manner. At the same time, he chose an investment portfolio for me. I am very satisfied with the return in the past year. Special thanks to him The staff, May, often answers many questions for me. In 2019, I decided to make another cash investment plan. With Jimmy and his team managing these finances for me, I can enjoy my retirement life."
"Team is very supportive and spontaneous in responses that really helped me in withdrew of my superann amount in less then 2 weeks time. thank you very much in exercising due diligently and your assistance is very much appreciated."
"AMP Super Withdrawal Melody was the person in charge of my case. She was initiative and interactive in term of gathering all the necessary documents. Friendliness and seriousness were both presented during her aid on my case especially clearing my doubts. She was an efficient agent who followed up all progresses including ATO and other super fund withdrawal affairs. No doubts, she will be your best AMP agent you could ever find. Thank you Melody!"
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