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 Melbourne financial planner will educate you on the best options suited to your needs.
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:
Personal Insurance
Protecting your financial future starts with comprehensive personal insurance coverage. From life insurance to income protection and critical illness coverage, we offer a range of insurance solutions designed to safeguard you and your loved ones against unforeseen circumstances. We will assess your individual needs and educate you on the right combination of insurance products to provide peace of mind and financial security for you and your family.
Retirement Planning
Planning for retirement is essential to ensure a comfortable and secure future. Our retirement planning services are designed to help you identify your retirement goals and develop a strategy to achieve them. Whether you're just starting to save or nearing retirement age, we will work with you to create a tailored plan that maximises your savings, minimises taxes, and optimises your income during retirement years.
Self-Managed Super Fund (SMSF)
Take control of your retirement savings with a self-managed super fund (SMSF). Our SMSF services empower you to manage your own superannuation investments, giving you greater flexibility and control over your retirement savings. From setting up your SMSF to ongoing administration and investment management, we will provide expert guidance and support every step of the way, helping you build a secure financial future for your retirement years.
Private Wealth Management
Our private wealth management services are designed for individuals and families seeking personalised investment solutions and financial guidance. From building up a portfolio to wealth transfer strategies, we will work closely with you to understand your unique financial objectives and develop a customised plan to grow and preserve your wealth over the long term. With our expertise and dedication, you can confidently navigate the complexities of wealth management and 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:
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.
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.
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.
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
01
Initial Consultation
02
Assess Your Needs and Goals
03
Discuss Our Recommendations
04
Ongoing Review
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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