One-on-One Approach

AJ Financial PlanningOne-on-One Approach

We understand that sometimes, you just want to speak to a real person!  AJ Financial Planning is a boutique firm and we are proud of it. Not only do we welcome your calls and know who you are; you will hear a familiar voice rather than some anonymous operator or an automated message! 

AJ Financial Planning takes a personal one-on-one approach with each of our clients, to ensure we thoroughly understand their financial position and what they are trying to achieve. Financial plans are not static; they evolve when and as required. As our client, we meet with you regularly to ensure that as life changes, so too does your financial plan. 

Our team is readily available to you and always happy to assist.