Jamieson Private Wealth

Jamieson Private Wealth is a Melbourne-based financial planning firm led by planner Alex Jamieson. It provides personalised advice and financial strategies designed around each client’s circumstances and goals. The firm’s services include comprehensive financial planning, retirement planning, superannuation management, investment management, tax optimisation, estate planning and risk management. Its investment approach emphasises diversification, disciplined asset allocation and risk management, with portfolios tailored to clients’ goals, values and time horizons. Jamieson Private Wealth also uses digital tools and analytical insights, and conducts regular reviews to help clients adapt their plans as circumstances change.

The firm’s advice process begins with an initial consultation, followed by an agreed scope of work and a written Statement of Advice. Clients can implement recommendations themselves or engage the firm for ongoing support. Jamieson Private Wealth holds its own Australian Financial Services Licence and offers investment research reports, special research reports and market updates. Based at 401/130 Little Collins Street in Melbourne, the firm invites prospective clients to discuss financial strategies aligned with their needs and future plans.