What Makes Us Special

AJ Financial Planning is a boutique firm. We pride ourselves on providing specialist knowledge in the areas of financial planning advice and investment advice.

 
 
 
 
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1.

Financial Plans

AJ Financial Planning works with clients to develop a Financial Plan considering your personal goals and objectives to work out strategically, what we feel is the most appropriate way forwards to your specific personal requirements.

2.

Range of Investments

AJ Financial Planning invests in direct assets, exchange-traded funds and managed funds. We have has access to a broad range of investment asset classes, both in the domestic and international markets.  This allows us to find the investment options that we believe are appropriate for your overall financial position in complex marketplace.

3.

Licensed

AJ Financial Planning holds our own Australian Financial Services License.

 

4.

Select Investments

AJ Financial Planning offers clients passive and active investment strategies depending on their specific needs and objectives.

5.

Expert Team

The team is lead by Alex and he holds a Bachelor of Business and a Master of Financial Planning.

He is a member of the Association of Financial Advisers Association and holds the Fellow Chartered Financial Practioner designation from this Association of Financial Advisers.

6.

Portfolio Management

At  AJ Financial Planning, we can actively manage our clients’ portfolios for both superannuation and non-superannuation.

 

Media

For years now, Alex has been a sought after expert for his thoughts and opinions on the financial marketplace. He writes articles for leading industry magazines and has spoken at major investment expos around the country. AJ Financial Planning is proud to have Alex leading our team, and appreciates the invaluable knowledge and experience he shares with the team and our clients.

Here are just a few samples of AJ Financial Planning founder Alex’s media expertise over the years!

 
 

Press & Media Features

 

Research & Education

To be the best in the game, we constantly need to seek the latest information and constantly evolve.

AJ Financial Planning’s team travel the world to seek the latest ideas, economic outlooks and research, which we then apply to the investment and financial planning advice we give to our clients. Essentially seeking out some of the brightest minds that we feel will add value to our client’s advice that they would receive. For more information on our latest trips, thoughts and research.

In addition to this, we also engaged with leading experts such as the prestigious global team at Ned Davies Research to provide our firm with latest and cutting edge insights on the Macroeconomic landscape, Fundamental opportunities, and the Technical and Sentimental indicators which should be capitalised on in the investment markets.

In addition to this group we also engage with Refinitiv to provide us, we can access to live and leading information from over 50 different financial analysts on fundamental analysis of shares and insights on economic data and outlooks.

Finally, with our fixed interest reach of the portfolios, we utilise the insights from Bond Adviser to provide insights and opportunities within the fixed interest area of the market.

The firm under our obligations with our AFSL has the following CPD policy. To view this policy please click here.

 

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Featured
Testimonials
K. JACKSON
Testimonials

I used to worry about my investments and wonder if I was making the right choices. Since Alex has been advising me and guiding my investment strategy, I have a lot more peace of mind.

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.

Testimonials
Testimonials
J. PETROVICH
Testimonials

When planning for a comfortable and secure financial future, having the right planner as your partner is essential. Alex Jamison is a shining example of professionalism and trust in an industry that has failed so many.

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.

Testimonials
Testimonials
L. MIRTSOPOULOS
Testimonials

In the 20 months I have been with Alex, my portfolio is showing a return of 36% - way better than my old managed fund ASX200.

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.

Testimonials

 

Get In Touch Today!

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