Aje Advice Pty Ltd

Aje Advice Pty Ltd is a financial advisory firm based in Albury, founded by James and Amy, a local family. The firm brings over three decades of combined experience in financial advisory. James Ellis is a Director and Financial Adviser, having been a dedicated financial advisor since 2013. He holds a Bachelor of Business (2012) and a Diploma in Financial Services (2013), and earned his CFP accreditation in 2017. Amy Ellis is a Director and Client Service Manager, and has been part of the financial planning industry since 2007. Alex Kerry is a Senior Financial Adviser with 15 years of experience in the financial services industry.

Alex holds a Graduate Diploma in Financial Planning, has completed the ASIC Financial Adviser Exam, and is a member of the FAAA. Taylah Golding is a Client Service Officer who started her career in financial services in 2015. Aje Advice offers services including aged care advice, financial education, planning for retirement, self managed super funds, superannuation, and tax planning advice.

Albury clients preparing for retirement and seeking clarity on superannuation and wider financial planning feature prominently in feedback for this practice. James is named repeatedly, with reviewers describing his explanations as clear and concise, and several note that his thoughtful questions and thorough approach left them at ease and optimistic about their financial future. A recurring theme is the confidence clients gain from the process, with accounts describing how a structured plan for the retirement years replaced earlier worry.

Alex also earns mention for instilling confidence that financial futures are in capable hands, and the personal connection of a knowledgeable local business is a point that comes up often. The advice is described as professional and friendly, with clients expressing trust in the practice to manage their finances across their history and into the future. Consultations are characterised as informative, and the sense of reassurance that follows is a consistent thread. Superannuation guidance and broader financial consulting feature among the work described. The calm and confidence clients report after their meetings, particularly around retirement planning, stands out as the experience most consistently described.