We are an innovative financial planning firm.
AJ Financial Planning is a family-owned small boutique firm. We pride ourselves in providing highly tailored, specialised financial planning advice and investment advice to clients around Australia.
Why choose AJ Financial Planning?
Innovative Advice
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.
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.
Our Philosophy
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.
Our Dedicated Team
Alex Jamieson
Founder & Financial PlannerAs 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
Lawrence Garabis
Client Service OfficerLawrence holds a Bachelor of Science in Finance. His knowledge of excel and data modelling is unprecedented. He provides valuable support to our research analysis process and also our client service team.
Kara Salim
Client Service OfficerKara 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.
Suzy Jamieson
Office Manager/ Administration AssistantSuzy is our friendly and multi-talented go to for all things administration and client services. Suzy holds a Bachelor of Commerce (Management and Marketing).
Latest On The Blog
We write about financial topics but a wide range of other subjects including socio-economics, environmental issues and more.
AJ Radio & Podcast
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
On the Blog
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 article
Hear Alex Jamieson reveal how government monetary policy always favours the rich and how you can potentially capitalise on it.
Hear Alex Jamieson, founder of AJ Financial Planning, talk to Ausbiz about the effects of COVID19 for the stock market, and what investors should be thinking of to maximise their portfolios at this time.
Our Latest Insights
Watch some of our latest videos for our thoughts on the market and world at large.
Press & Media Features
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