1.
Financial Plans
AJ Financial Planning works with clients to develop a Financial Plan considering your personal goals and objectives to work out strategically, what we feel is the most appropriate way forwards to your specific personal requirements.
2.
Range of Investments
AJ Financial Planning invests in direct assets, exchange-traded funds and managed funds. We have has access to a broad range of investment asset classes, both in the domestic and international markets. This allows us to find the investment options that we believe are appropriate for your overall financial position in complex marketplace.
3.
Licensed
AJ Financial Planning holds our own Australian Financial Services License.
4.
Select Investments
AJ Financial Planning offers clients passive and active investment strategies depending on their specific needs and objectives.
5.
Expert Team
The team is lead by Alex and he holds a Bachelor of Business and a Master of Financial Planning.
He is a member of the Association of Financial Advisers Association and holds the Fellow Chartered Financial Practioner designation from this Association of Financial Advisers.
6.
Portfolio Management
At AJ Financial Planning, we can actively manage our clients’ portfolios for both superannuation and non-superannuation.
Media
For years now, Alex has been a sought after expert for his thoughts and opinions on the financial marketplace. He writes articles for leading industry magazines and has spoken at major investment expos around the country. AJ Financial Planning is proud to have Alex leading our team, and appreciates the invaluable knowledge and experience he shares with the team and our clients.
Here are just a few samples of AJ Financial Planning founder Alex’s media expertise over the years!
Press & Media Features
Research & Education
To be the best in the game, we constantly need to seek the latest information and constantly evolve.
AJ Financial Planning’s team travel the world to seek the latest ideas, economic outlooks and research, which we then apply to the investment and financial planning advice we give to our clients. Essentially seeking out some of the brightest minds that we feel will add value to our client’s advice that they would receive. For more information on our latest trips, thoughts and research.
In addition to this, we also engaged with leading experts such as the prestigious global team at Ned Davies Research and BCA Research, to provide our firm with latest and cutting edge insights on the Macroeconomic landscape, Fundamental opportunities, and the Technical and Sentimental indicators which should be capitalised on in the investment markets.
In addition to this group we also engage with Refinitiv to provide us, we can access to live and leading information from over 50 different financial analysts on fundamental analysis of shares and insights on economic data and outlooks.
Finally, with our fixed interest reach of the portfolios, we utilise the insights from Bond Adviser to provide insights and opportunities within the fixed interest area of the market.
The firm under our obligations with our AFSL has the following CPD policy. To view this policy please click here.
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