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

AJ Radio – Episode 20 (Recorded 22nd August 2018)

August 28 , 2018 Alex Jamieson

In this 20th Episode of AJ Radio we challenge some paradigms of investing and retirement.

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Is it better to retire on a $350k super fund, or a $900k super fund balance?

June 15 , 2018 Alex Jamieson

When it comes to retirement most people believe more is best, but is this always the case? Have the Centrelink changes that came into effect

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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