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!
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At AJ Financial Planning, we are often contacted by clients who are: moving back to Australia after working abroad about to move overseas to take
Is it better to retire on a $350k super fund, or a $900k super fund balance?
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
OUR LATEST INSIGHTS
Watch some of our latest videos for our thoughts on the market and world at large.