“Helping you navigate your financial future.”
Here at AJ Financial Planning, we are a family-owned small boutique firm. We pride ourselves in providing highly sophisticated and curated tailored, investment and financial planning advice to clients around Australia. We are more interested in being the best at what we do, rather than being the biggest at what we do.
We pride ourselves on delivering innovative solutions and a fresh perspective to our clients’ financial situations.
We believe that having a thoughtful, well crafted and high quality financial advice is paramount in our view to financial success.
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.
We enjoy watching success grow from thinking differently about the traditional formulas to life.
Our Process
Two of the most common questions we are asked in an initial enquiry are “What is your process?” and “What do you charge?”
Our process is simple. An initial free consultation allows us to understand the scope of work required and to determine if we are able to assist you with your personal financial situation. Following this meeting, if you wish to proceed we prepare an email confirming the ‘scope of work’, which is sent through for your approval. This email outlines our understanding of your personal financial situation, the types of advice you require and the proposed costs for us to prepare this advice.
Discover the outline of the steps in our engagement process.
Founder & Financial Planner
As Founder of AJ Financial Planning, Alex is without a doubt the brains behind our team! With a couple of decades of experience in financial planning and gentle warm nature, clients feel at ease with Alex. He works tirelessly to build innovative strategies and develop leading-edge portfolios for his clients. He holds a Bachelor of Business and a Master in Financial Planning
Paraplanner
Lawrence holds a Bachelor of Science in Finance and is currently completing his Masters in Financial Planning. His knowledge of excel and data modelling is unprecedented. He provides valuable support to our research analysis process, Alex, and also our client service team.
Client Service Officer
Kara holds a Master of Finance from the University of Melbourne and has over a decade of experience in the capital markets. Her ability to understand and analyses complex financial modelling is really exceptional also provides great support to our client service team.
Office Manager/ Administration Assistant
Suzy is our friendly and multi-talented go to for all things administration and client services. Suzy holds a Bachelor of Commerce (Management and Marketing).
Team Leader- Client Service Assistant
Junior Client Service Assistant
Junior Client Service Assistant
Junior Client Service Assistant
Junior Client Service Assistant
Executive Assistant
Junior Client Service Assistant
We write about financial topics but a wide range of other subjects including socio-economics, environmental issues and more.
In this 27th Episode of AJ Radio, we discuss the effects of the COVID-19 pandemic and the opportunities to think about for your investment portfolio.
Listen to the episode
Alchemy has been around for centuries. It is based on the notion of being able to convert base metals into gold. For centuries, man has pursued this idea with a view to benefiting or making money from this mystical art form – with little success.
Read the articleHear Alex Jamieson speak on Sky News about the proposed changes to super and what this “Wealth Tax” might mean for all Australians.
Hear Alex Jamieson, speak on Ch7 National News about the Major changes that are coming to the pension next week.
Click here or on image to watch
Watch some of our latest videos for our thoughts on the market and world at large.
Alex takes the time to explain the reasons behind his strategies and to talk me through the current position of my own investments. Working with Alex has taken the stress out of investing and I now have peace of mind that I am setting up a bright financial future for my husband and I.
Alex invests the time to understand what is important to you. He is patient as you work through your choices, extremely thorough with his recommendations and a scholar when it comes to making the complex simple with explanations that you can understand. If your looking for a financial planner that is caring, empathetic, professionals, trustworthy, patient and delivers results, then Alex Jamison from AJ financial planning is the partner you want.
And now he is looking after my parents pension/super portfolio, showing how they can save further taxes by setting up their portfolio differently. I thoroughly recommend Alex, I like the fact that he is on a first name basis. He is someone who genuinely cares as if the money was his own.
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