Alex Jamieson launches Australia's first next-gen AI enabled financial advisory
Announcement posted by Invigorate PR 06 Mar 2026
One of Australia's most trusted and respected financial advisers, Alex Jamieson, has officially launched Jamieson Private Wealth, marking a major evolution in premium financial advice for Australians seeking clarity, confidence and long-term wealth creation.
The launch is the culmination of years of financial expertise, deep market research and the adoption of cutting-edge technology designed to monitor both local and international markets for emerging opportunities, trends and insights.
Jamieson Private Wealth builds on the strong reputation established by Alex Jamieson Financial Planning, with the new firm created to meet the growing demand for highly personalised, sophisticated wealth advice in an increasingly complex global environment.
"This has been years in the making," Jamieson said.
"Jamieson Private Wealth represents a new level of advice, one that combines human expertise with intelligent technology to deliver clearer insights, smarter decisions and better long-term outcomes for clients."
A new benchmark location for a next-generation advisory firm
Jamieson Private Wealth is headquartered at 130 Little Collins Street, located at Suite 401, one of Melbourne's most respected business addresses and a new global benchmark in strata office architecture, design, amenity and sustainability.
The location reflects the firm's positioning at the intersection of modern professionalism, innovation and long-term thinking.
"Our environment matters," Jamieson said.
"We wanted a space that reflects the calibre of advice we provide, considered, future-focused and built to last."
Comprehensive financial planning under one licence
With its own Australian Financial Services Licence (AFSL), Jamieson Private Wealth offers fully integrated, end-to-end financial planning solutions, ensuring investments and strategies are managed with the highest levels of care, compliance and professionalism.
The firm's expertise spans retirement planning, investment management, tax optimisation, estate planning and risk management, all delivered through tailored strategies designed to evolve with each client's life and goals.
Retirement planning built around real lives
Jamieson Private Wealth helps clients build secure, fulfilling retirements through personalised strategies that balance growth with protection.
From superannuation optimisation to income stream planning, each strategy is designed to support the lifestyle clients have worked hard to achieve, without unnecessary risk or complexity.
Investment management driven by insight and discipline
The firm's investment approach combines deep market insight with disciplined portfolio construction, focusing on diversification, risk management and tailored asset allocation.
Every portfolio is actively monitored using advanced technology and data-driven analysis to ensure it remains aligned with each client's objectives, values and time horizon.
Smarter tax strategies for stronger outcomes
Jamieson Private Wealth designs compliant, forward-thinking tax strategies to help clients retain more of what they earn.
By identifying efficiencies across income, investments and structures, the firm ensures clients' wealth works harder, without adding unnecessary complexity or risk.
A modern approach to private wealth
What sets Jamieson Private Wealth apart is its integration of innovative tools with personal advice. Advanced digital platforms and analytical systems provide clients with clarity, transparency and control, while regular, in-depth reviews ensure strategies remain responsive to changing markets and life circumstances.
"Financial plans shouldn't be static," Jamieson said.
"They should evolve as markets change and as people's lives change."
A clear process, built on trust
Jamieson Private Wealth operates under a simple, structured six-step process designed to give clients confidence from the first conversation. Transparency around process and fees is a cornerstone of the firm's philosophy, reinforcing long-term trust and informed decision-making.
Setting a new standard in private wealth advice
With the launch of Jamieson Private Wealth, Alex Jamieson is setting a new benchmark for personalised, technology-enabled financial advice in Australia.
"Our role is to help clients make sense of complexity," Jamieson said.
"When people have clarity, they make better decisions and that's how real wealth is built."
About Alex Jamieson
Alex Jamieson is one of Australia's most trusted and respected financial advisers and the founder of Jamieson Private Wealth, a Melbourne-based advisory firm delivering sophisticated, personalised financial advice to individuals, families and business owners.
With decades of experience across financial planning, investing and retirement strategy, Alex is known for combining deep technical expertise with a disciplined, long-term approach to wealth creation and protection. His advice is grounded in rigorous research, responsible investing principles and the intelligent use of technology to monitor local and global markets for opportunities, risks and emerging trends.
Alex holds his own Australian Financial Services Licence (AFSL) and is widely regarded for his integrity, clarity and commitment to helping clients make confident, informed financial decisions. He specialises in retirement planning, investment management, tax optimisation, estate planning and risk management, tailoring every strategy to reflect each client's goals, values and stage of life.
Jamieson Private Wealth represents the evolution of Alex's advisory career delivering next- generation wealth advice built on experience, insight and trust.