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AMICUS Financial Lifestyle Planning
- Finance
- Hawthorn, VIC
About this business
At Amicus Financial Lifestyle Planning Firm Melbourne, we specialise in a comprehensive range of financial planning services to help you achieve your goals. Whether you need retirement planning solutions, expert superannuation advice, or strategic estate planning to safeguard your legacy, our team of personal financial advisors is here to provide personalised service tailored to your needs. We also offer investment advice to grow your wealth and secure your future. Our dedicated SMSF advisors can guide you in managing your s... read more
Location details
Suite 14, Level 4/737 Burwood Rd, Hawthorn, VIC, 3122, Australia
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:30 p.m. | |
| Tue | 9:00 a.m. to 5:30 p.m. | |
| Wed | 9:00 a.m. to 5:30 p.m. | |
| Thu | 9:00 a.m. to 5:30 p.m. | |
| Fri | 9:00 a.m. to 5:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Friendly, easy to understand explanation, regular update, approachable, accommodating.
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!
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.
我在二零一七年認識Jimmy Son, 得到他很友善和耐心的解釋有關退休金計劃, 同時替我選擇了一份投資的組合, 在過去一年的回報, 我十分滿意. 特別多謝他的員工亞May, 時常為我解答很多問題。 二零一九年, 我決定再做另外一份現金的投資計劃, 有Jimmy 和他的工作團隊替我管理這些財務, 我便可以好好享受退休生活了。
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 ... read more
Frequently asked questions about AMICUS Financial Lifestyle Planning
How is AMICUS Financial Lifestyle Planning rated?
AMICUS Financial Lifestyle Planning has a 5 star rating with 5 reviews.
When is AMICUS Financial Lifestyle Planning open?
AMICUS Financial Lifestyle Planning is closed now. It will open at 9:00 a.m.
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