AJ Financial Planning 49A Porter Street, Prahran, Victoria 3181

Welcome to AJ Financial Planning, a family-owned boutique firm located in Prahran, Australia. We believe in the power of providing highly sophisticated and curated investment and financial planning advice to our clients. Unlike larger institutions, we focus on being the best at what we do rather than being the biggest.

At AJ Financial Planning, we pride ourselves on delivering innovative solutions and a fresh perspective to our clients' financial situations. We understand the importance of thoughtful and high-quality financial advice in achieving financial success.

We know that sometimes you just want to speak to a real person who understands your financial position and goals. That's why we offer a personalized approach, taking the time to understand your needs and provide tailored solutions.

Our process is simple. We start with a free consultation to understand the scope of work required and determine if we can assist you. If you decide to proceed, we will prepare an email outlining the scope of work, including our understanding of your financial situation, the advice you require, and the proposed costs.

Let us introduce our team. Alex, the Founder of AJ Financial Planning, brings decades of experience and a warm nature to the table. He works tirelessly to build innovative strategies and develop leading-edge portfolios for our clients.

Lawrence, with a Bachelor of Science in Finance, provides valuable support to our research analysis process and client service team. His knowledge of excel and data modeling is unparalleled.

Kara, with a Master of Finance from the University of Melbourne, has over a decade of experience in the capital markets. Her ability to understand and analyze complex financial modeling is exceptional, making her a valuable asset to our client service team.

Suzy is our friendly and multi-talented go-to for all things administration and client services. With a Bachelor of Commerce in Management and Marketing, she ensures smooth operations and excellent customer support.

In addition to financial topics, we also write about a wide range of subjects, including socio-economics and environmental issues. We believe in providing a holistic approach to our clients' financial well-being.

Check out our latest videos for insights into the market and the world at large. We also discuss the effects of the COVID-19 pandemic and opportunities to consider for your investment portfolio.

But don't just take our word for it. Our clients have experienced peace of mind and financial success since working with us. They appreciate Alex's ability to explain strategies and guide their investment decisions. They trust him as a caring and professional partner in their financial journey.

If you're looking for a financial planner who is caring, empathetic, trustworthy, and delivers results, Alex Jamison from AJ Financial Planning is the partner you want. With a 36% return on investment in just 20 months and the ability to save taxes for pension portfolios, he has proven his expertise and dedication.

Join us at AJ Financial Planning and experience the difference of a boutique firm that truly cares about your financial well-being. Contact us today for your free consultation.