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
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…
You’ve worked hard for your money, now it’s time your money works hard for you. We believe a good financial planner is integral …
35 years of Experience
With over three decades in the financial industry, we amassed a wealth of knowledge and expertise.
One-to-one approach
Our personalised approach ensures every aspect of your financial plan meets your individual needs and aspirations.
Personalised portfolio construction
For portfolio construction, we tailor our investment strategies to align with your risk tolerance, time horizon, and financial objectives.
Guidance and education about services
In addition to providing financial advice, we also offer comprehensive education about our services and the broader financial landscape.
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)
Copyright © 2024 Amicus. All Rights Reserved.
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).
