Aje Advice

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Albury, NSW
Aje Advice

Advice on your terms. Build a confident and secure future.

30/08/2026

Aje Advice is 2 🥳🎈

Last Friday marked two years since we founded Aje Advice.

We still pinch ourselves that we get to live out our passion of building meaningful relationships and supporting our local community with their financial planning through advice, on your terms.

Thank you to our family, friends, clients and referral partners - we couldn’t do it without you.

James and Amy.

📷 Flashback from our 1st birthday celebrations at

25/08/2026

Investing Hereafter.

Plan today for your future.

If you’ve been put off by the complexities of everything involved in retirement planning, let our expert financial advisers support you so you can make strategic financial decisions about your future.

Feel confident every step of the way as we work closely to identify your priorities so you're achieving your retirement goals.

Invest in your retirement.

Book an appointment with James or Alex.
[email protected].

www.ajeadvice.com.au

19/08/2026

Focused on finals.

Last weekend was the last round of the 2026 Home and Away season for Thurgoona Football Netball Club

With several teams taking part in the final series, starting this weekend at the ‘MCG of the bush’, Sandy Creek Reserve, we wish them good luck as they give it their all.

We’re proud of our commitment to support local clubs as they come together for a shared love of sport and community involvement.

We’ll be cheering from the sidelines 🎉

www.ajeadvice.com.au

📷 Thurgoona FNC.

13/08/2026

Advice on your terms.

At Aje Advice, when you meet with us for the first time, we schedule an initial meeting that is designed to determine the best service offering for your wants and needs.

We have three different servicing offerings based on outcome of our initial assessment:

> Educational meetings
This service offers flexibility and cost-efficiency, allowing you to schedule meetings as needed
to suit your financial goals, with a focus on achieving your short-term goals and not a
long-term commitment.

> Strategic planning
This service helps to tailor a plan best suited to your financial needs, and where you may
require some specialised strategic advice.

> Continuous guidance
This service includes ongoing review meetings to support you through your financial journey
and is designed for long term sustainable growth.

Find out more: www.ajeadvice.com.au/new-client-process

www.ajeadvice.com.au

06/08/2026

Take the next step.

It’s never too early – or too late – to plan and achieve your retirement plans.

Whether you're years away from retirement or just months away, James, Director / Adviser, can help you prepare every step of the way.

Leveraging James’s expertise, he’ll help you navigate the complexities of retirement planning, superannuation contributions, investment risk and asset management so you can plan in confidence.

Contact James, Director / Adviser
[email protected].

www.ajeadvice.com.au

29/07/2026

A head start this new financal year.

Get the very best advice, planning and solutions to reach your financial goals.

We provide advice for a range of areas, including: Aged Care, Financial Education, Planning for Retirement, Self Managed Super Funds, Superannuation and Tax Planning.

Meet on a quarterly, half yearly or an annual basis.

Plan for the future with Aje Advice, on your terms.

Contact us at [email protected].

www.ajeadvice.com.au

21/07/2026

Passionate about providing exceptional service.

For over 15 years, Alex has been dedicated to working in the financial services industry, bringing extensive experience in Client Service Administration, Paraplanning and since 2018, as a Financial Adviser.

She understands that no two financial journeys are the same and is passionate about educating clients and building financial literacy to achieve financial goals.

Alex can help you create a personalised plan that supports you to make informed decisions about your financial future.

Contact Alex, Senior Financial Adviser [email protected].

www.ajeadvice.com.au

16/07/2026

Secure your financial future.

Superannuation is key to saving for your retirement.

Whether you contribute to superannuation personally, through your employer or through your own business, we'll help you tap into the advantages of investing in super.

We'll help plan to meet your retirements needs so your well positioned for the future lifestyle you desire.

Get superannuation advice today, on your terms.

Contact us at [email protected].

www.ajeadvice.com.au

13/07/2026

Build towards the life you want.

Make informed decisions about your financial future by creating a plan today.

Our services include:

▪️ Financial education
▪️ Retirement planning
▪️ Ongoing support

Start building strategies for lifelong investment with our experienced financial advisers.

Find out more at www.ajeadvice.com.au

25/06/2026

Transitioning to a new chapter.

We support local families transitioning their loved ones into aged care.

It’s a significant milestone that involves both emotional adjustment and practical planning.

James has the expertise and accreditation to support you in navigating the process and required assessment steps.

Aged Care Financial Planning explores the best options, so you can get back to focusing on what really matters; family.

Contact James, Director / Adviser at [email protected].

www.ajeadvice.com.au

Address

566 Kiewa Street
Albury, NSW
2640

Website

http://ajeadvice.com.au/

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