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.

read more

Tailored Financial Advice

We believe that having a thoughtful, well crafted and high quality financial advice is paramount in our view to financial success.

read more

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.

read more

Our Philosophy

We enjoy watching success grow from thinking differently about the traditional formulas to life.

read more

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

Australian Super’s Elephant Gun Problem

August 9 , 2019 Alex Jamieson

Back in 1987, Warren Buffet made the following statement in a letter to Berkshire Hathaway shareholders: ‘Our basic principle is that if you want to

read more

When does a brand lose authenticity?

July 16 , 2019 Alex Jamieson

For some time I have been thinking about the following equation and asking myself, does it hold true? increase business size = lost authenticity Recently

read more

With interest rates close to zero, should you still invest in fixed interest?

July 10 , 2019 Alex Jamieson

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:

read more

OUR LATEST INSIGHTS

Watch some of our latest videos for our thoughts on the market and world at large.

AJFP_Logo_Digital_Black-03 (1)

WHAT PEOPLE SAY ABOUT US