Jamieson Private Wealth

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

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Alex share some words of wisdom- reminding users ther it’s not easy to tell when AI responses are based on incorrect or outdated data.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.

Nearly half of young Aussies turning to AI for financial advice 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 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 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.

Gifting Shares To Your Kids? Alex Jamieson Warns Aussie Parents To Think Twice Before Handing Over Investments - Onya Magazine 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's potential deal-making style. Worth a read if you want a mix of learning and giggles.

The BCA Way: 7 Steps to Smarter Macro Investing | BCA Research Discover the 7 key principles behind BCA Research’s macro investment approach—data-driven, independent, and designed to uncover market turning points.