Meet Alex Jamieson: Your Trusted Partner in Financial Planning Excellence

With over 20 years of experience and a reputation for excellence, Alex Jamieson is a leading figure in the financial planning industry. Holding a Masters in Financial Planning and managing around $450 million on behalf of clients from all over Australia, his innovative approach and tailored strategies have transformed the financial futures of countless individuals.

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Helping You Achieve Your Dreams with Tailored Financial Solutions

At Jamieson Private Wealth, our driving purpose is to help you make your money work for you. We understand the importance of capital and cash flow in delivering the right solutions at the right time. Our commitment to innovation guarantees that your financial strategies are tailored specifically to maximise your financial potential and meet your unique goals.

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Discover Customised Financial Solutions Across Australia

At Jamieson Private Wealth, we offer tailored financial strategies aimed at achieving your specific objectives. Our services span across the nation, guaranteeing you receive professional advice wherever you are located in Australia.

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Get To Know Us

Our Team

Meet the dedicated professionals who drive our success.

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Alex Jamieson

Founder & Financial Planner

As 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

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Suzy Jamieson
Office Manager

Suzy is our friendly manager and multi-talented go-to for all things administration, marketing, and client services. Suzy holds a Bachelor of Commerce (Management and Marketing).

Our experienced leaders are dedicated to guiding our team in helping you achieve your financial objectives.

As a team, we aim to assist you at every stage of your financial journey.

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Heritage

Our Story

From humble beginnings to a nationally recognised financial planning firm, Jamieson Private Wealth represents the next exciting chapter in a journey that began nearly two decades ago.

What started as AJ Financial Planning, a small suburban advisory business founded by Alex Jamieson, has grown over the past 18 years into one of Australia’s most respected financial planning firms. With a reputation built on trust, expertise, and genuine care, Alex and his team have had the privilege of guiding clients from all corners of the country toward their financial goals.

As the business evolved, so too did its vision. The move to our new offices on Little Collins Street in Melbourne’s CBD reflects not just growth, but the stature and professionalism the firm has earned through years of dedicated service. It’s a space that embodies the high standard of advice, innovation, and client experience that defines who we are today.

To mark this evolution, AJ Financial Planning has proudly become Jamieson Private Wealth — a name that captures both our heritage and our future.

It’s a continuation of the same trusted service under a new banner, one that opens the door to future generations of Jamiesons who will continue to care for our clients and their families for decades to come.

With their two boys growing up fast, Alex and Suzy Jamieson are thrilled to share this new chapter — one that represents continuity, family, and a lasting legacy of financial wisdom.

We invite you to join us as we begin this exciting new era as Jamieson Private Wealth.

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FAQs

Find responses to your frequently asked questions about our financial planning services and procedures.

Here’s our simple 6-step process to help you reach your financial potential:
1. An initial 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. We don’t usually charge a fee for this initial consultation.
2. 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.
3. Typically we charge between $3,5000 to $5,500 for the preparation of complex recommendations. Our written Statement of Advice (SOA) averages between 30 to 50 pages in length and includes a range of analyses and modelling to produce our SOA. Turnaround times are about 4 weeks depending on our internal workflow demands.
4. Following the preparation of the SOA, we then arrange to meet with you again to go through the detailed recommendations and obtain further feedback from you.
5. We then invite you to take away this detailed SOA to review and consider the information and recommendations provided. Any adjustments that might be required following your feedback are then incorporated into the report.
6. You have the option to implement our recommendations yourself; alternatively, you can engage us on an ongoing basis. The scope of this ongoing engagement is included in our SOA. Typically this ongoing engagement fee is $5,500 - 10,100 p.a.

Our initial consultation is designed to assess your financial needs and goals. We typically do not charge for this meeting. It helps us determine how we can best assist you moving forward.

After our initial meeting, we will send you an email outlining the scope of work. This document will detail your financial situation and the advice we propose. Your approval is needed to proceed.

Our fees for preparing complex recommendations typically range from $3,500 to $5,500. This includes a comprehensive Statement of Advice (SOA) that averages 30 to 50 pages. The SOA contains detailed analyses and modeling tailored to your needs.

The turnaround time for your SOA is typically around 4 weeks. This duration may vary based on our internal workflow. We strive to ensure thoroughness and accuracy in our recommendations.

The Statement of Advice (SOA) is a detailed document outlining our recommendations for your financial situation. It includes analyses and strategies tailored to your needs. You will have the opportunity to review it before making any decisions.

Yes, you can choose to implement our recommendations on your own. Alternatively, we offer ongoing engagement services for continued support. The details of this ongoing support will be included in your SOA.

Our ongoing engagement fees typically range from $5,500 to $10,100 per year. This fee covers continued access to our financial planning services. We aim to provide ongoing value as your financial situation evolves.

You can contact us through our website or by phone. We encourage you to reach out with any inquiries. Our team is ready to assist you with your financial planning needs.

Alex, our expert financial planner, possesses a BBus, MFinPlan, and FChFP.

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