Elevate Your Financial Future with Our Expertise
At Jamieson Private Wealth, we specialise in crafting bespoke financial strategies tailored to your unique goals.
Led by renowned planner Alex Jamieson, our premium services empower you to achieve lasting financial success.
Personalised Financial Planning Tailored Just for You
Comprehensive Financial Planning Solutions
At Jamieson Private Wealth, we offer a range of financial planning services designed to meet your unique needs. Our expertise spans Retirement Planning, Investment Management, Tax Optimisation, Estate Planning and Risk Management. With our own Australian Financial Services License (AFSL), we ensure that your investments are managed with the utmost care and professionalism.
Retirement Planning Tailored to Your Future
We help you build a secure, fulfilling retirement through personalised strategies that balance growth and protection. From superannuation management to income-stream planning, we ensure your financial future supports the lifestyle you’ve worked hard to achieve.
Investment Management for Optimal Growth
Our investment approach combines deep market insight with disciplined strategy. We focus on diversification, risk management, and tailored asset allocation to maximise returns while preserving capital. Every portfolio is managed with precision to align with your goals, values, and time horizon.
Tax Optimisation for Increased Wealth
We design smart, compliant tax strategies to help you retain more of what you earn. By identifying efficiencies across your income, investments, and structures, we ensure your finances work harder for you — without unnecessary complexity.
Empower
Discover Our Unique Financial Planning Services
At Jamieson Private Wealth, we provide tailored financial strategies that meet your unique needs. Our personalised advice empowers you to achieve your financial goals with confidence.
A Tailored Financial Strategy Just for You
We take the time to understand your goals. From there, we design a personalised strategy that aligns every aspect of your finances - from wealth creation to protection.
Innovative Tools for Modern Financial Management
Leverage our cutting-edge financial tools for success. We utilise advanced technology and analytical insights to give you clarity and control. Our digital tools and data-driven processes ensure your investments and planning stay ahead in an ever-changing financial landscape.
Thorough Reviews for Informed Financial Decisions
Your plan isn’t static — it evolves with you. Through regular, detailed reviews, we track your progress, identify opportunities, and make proactive adjustments to keep you on course for lasting financial success.
The Jamieson Private Wealth Experience
Our Process
Two of the most common questions we are asked in an initial enquiry are “What is your process?” and “What do you charge?”.
Here’s our simple 6-step process to help you reach your financial potential:
Step 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.
Step 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.
Step 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.
Step 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.
Step 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.
Step 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.
Client Testimonials
Transforming financial futures, one client at a time.
Your Financial Future Starts Here
Contact us today to explore personalised financial strategies that align with your goals.