Jamieson Private Wealth

Jamieson Private Wealth AJ Financial Planning is an innovative and creative Financial Planning firm located in Sourh Yarra in Melbourne, Victoria

The purpose of this page is to educate, motivate and support our clients in their pursuit for wealth creation. The firm prides itself on crafting an unparalleled strategic blue-print, to help guide their clients through the financial maze of life towards their financial goals. AJ Financial Planning is passionate about helping people achieve a better tomorrow - and not just financially.

20/03/2026

Hear Alex’s thoughts on the current market volatility on Chanel 10 news tonight at 6pm!

Tune in to Channel 10 News tonight to see Alex give his latest thoughts on the volatility of the markets.
20/03/2026

Tune in to Channel 10 News tonight to see Alex give his latest thoughts on the volatility of the markets.

05/03/2026
There’s something special about a warm summer evening in Melbourne—sunset over the city, a jazz band playing, cocktails ...
05/03/2026

There’s something special about a warm summer evening in Melbourne—sunset over the city, a jazz band playing, cocktails in hand, and great company. A lovely night spent with a small group of clients on the rooftop of our new Lt Collins St office.

With more young Australians increasingly turning to AI for investment advice, it was great to see Alex share some words ...
25/11/2025

With more young Australians increasingly turning to AI for investment advice, it was great to see Alex share some words of wisdom- reminding users ther it’s not easy to tell when AI responses are based on incorrect or outdated data.

To read more, please click below.

A Queensland survey has found nearly half of respondents aged between 18 and 34 have confidence in the accuracy of AI-powered financial advice, with 31% turning to the likes of ChatGPT for investment recommendations.

Excited to be moving to our new office at 130 Little Collins St today. These beautiful meeting rooms are awaiting your n...
20/10/2025

Excited to be moving to our new office at 130 Little Collins St today. These beautiful meeting rooms are awaiting your next chat with Alex. See you soon.

Featured in Onya Magazine, Alex warns Aussie parents to think twice before gifting shares to their kids.Such a move can ...
24/09/2025

Featured in Onya Magazine, Alex warns Aussie parents to think twice before gifting shares to their kids.
Such a move can trigger Capital Gains Tax and affect Age Pension entitlements under Centrelink’s gifting rules.
So before handing over investments, it’s worth checking out the article below.



With the cost of living rising and many adult children struggling to get ahead, it’s natural for parents to want to help, often by gifting assets like shares. Leading financial expert and founder of respected advisory AJ Financial Planning, Alex Jamieson is warning older Australians that gifting s...

This breakdown from BCA Research had us laughing — part insight, part comedy, but actually a handy way to look at Trump'...
18/09/2025

This breakdown from BCA Research had us laughing — part insight, part comedy, but actually a handy way to look at Trump's potential deal-making style. Worth a read if you want a mix of learning and giggles.

Discover the 7 key principles behind BCA Research’s macro investment approach—data-driven, independent, and designed to uncover market turning points.

Hello from Brisbane, QLD!This week, I’m catching up with some of our lovely AJ Financial Planning clients in the Sunshin...
24/07/2025

Hello from Brisbane, QLD!
This week, I’m catching up with some of our lovely AJ Financial Planning clients in the Sunshine State.

Creating the perfect office setup on the road can be challenging, but I’ve recently found the ideal portable screens that make it easy to monitor every aspect of the market wherever I go.

The skyline view isn’t bad either!

01/07/2025

It was a pleasure speaking with ABC Darwin about how recent developments in the Middle East are influencing the Australian stock market.

In this inverview we explored which sectors have historically been positively or negatively impacted during times of geopolitical tension.

🔗 To hear the full interview, click the link below:

Great to speak with ultra106five on market volatility and where investors can look for opportunities.
17/06/2025

Great to speak with ultra106five on market volatility and where investors can look for opportunities.



Listen to Market Volatility Alex Jamieson by ultra106five on

Address

401/130 Little Collins Street
Pyalong, VIC
3000

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61390770277

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