AJ Financial Planning

Financial and Investment Planning

Melbourne, Victoria



About AJ Financial Planning

AJ Financial Planning is an innovative Financial Planning firm located in the heart of Melbourne, Australia. The firm prides itself on crafting an unparalleled strategic blue-print, to help guide their clients through the financial maze of life towards their financial goals. AJ Financial Planning is passionate about helping people achieve a better tomorrow - and not just financially. As such the firm is committed to making a positive change to their clients, society, the environment and the footprint it leaves behind.

We became a B Corp because we have been committed to changing peoples financial lives for the better. As a natural extension of this we as a firm are also committed to a sustainable business model. We believe that our organisation is a market leader in our field and by becoming a B Corporation will hopefully inspire other business to join this movement.








The Change We Seek®

By being a B Corporation we seek to inspire other businesses to embraces sustainable business practices and continue the movement towards a better tomorrow for our future generations.

What makes us a better company?

B Impact Report

Certified since: 

April 2013

Company Score

Median Score*



The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.



The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.



The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).



The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.



The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

Overall B Score

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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