WHY CHOOSE AJ FINANCIAL PLANNING?

Here are just a few of the reasons why you should choose us as your financial partners!

Innovative Advice

We pride ourselves on delivering innovative solutions and a fresh perspective to our clients’ financial situations.

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Tailored Financial Advice

We believe that having a thoughtful, well crafted and high quality financial advice is paramount in our view to financial success.

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One-on-One Approach

We understand that sometimes you just want to speak to a real person who understands your financial position, and that gets what you are trying to achieve.

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Our Philosophy

We enjoy watching success grow from thinking differently about the traditional formulas to life.

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Our Dedicated Team

Alex Jamieson
Founder & Financial Planner

As Founder of AJ Financial Planning, Alex is without a doubt the brains behind our team!

Ben Crowe
Financial Planner

Ben is one of our superstar resident financial planners, who has been in the industry for over a decade. His specialities include developing robust financial strategies to power our clients forward!

Shaun Gilbert
Para Planner

Shaun is our talented resident propeller-head, spending most of his days immersed in charts and financial modelling to provide cutting-edge information so our team can get results!

Suzy Jamieson
Administration Assistant & Marketing Manager

Alex agrees that behind every good man is a good woman- and Suzy is no exception. Suzy keeps our team running by taking care of all the administrative tasks, as well as adding her magical marketing touch to the business!

LATEST FROM THE BLOG

Could bitcoin actually get your kids interested in investing?

December 15 , 2017 Alex Jamieson

I often hear parents lament that their kids have no interest in investing, and they ask me how might they entice them to be more

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Should investors participate in class actions?

August 31 , 2017 Alex Jamieson

A flurry of class actions over the past few years raises the question: is this area of law becoming the new feeding ground for ambulance-chasing

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Are industry super funds headed for an asset allocation disaster?

July 17 , 2017 Alex Jamieson

Superannuation funds within the retail and industry super fund market usually offer ‘balanced’ or ‘growth’-based investment options. But what does this really mean; and aren’t

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OUR LATEST INSIGHTS

Watch some of our latest videos for our thoughts on the market and world at large.

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WHAT PEOPLE SAY ABOUT US