WHY CHOOSE AJ FINANCIAL PLANNING?
Here are just a few of the reasons why you should choose us as your financial partners!
We pride ourselves on delivering innovative solutions and a fresh perspective to our clients’ financial situations.
Tailored Financial Advice
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.
Our Dedicated Team
Founder & Financial Planner
As Founder of AJ Financial Planning, Alex is without a doubt the brains behind our team!
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 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!
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
With interest rates close to zero, should you still invest in fixed interest?
In the past, portfolio theory was fairly simple. To work out how much you should allocate to growth-based assets, you simply used the following formula:
Are your super fund’s directors acting in your best interest?
Members of superannuation funds aren’t entitled to vote on who the directors are. In fact, as a member, do you have a say on anything
OUR LATEST INSIGHTS
Watch some of our latest videos for our thoughts on the market and world at large.