Manni Aujla

The Trustee for AIM Family Trust

Platinum

24 Yrs Experience

Chermside, QLD 4032

About Manni
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Manni is the Director, Founder, and Principal Financial Planner of AIM Retirement Planning, bringing over 25 years of experience to the financial services industry.

Since starting his career in 1996, Manni has worked with both medium and large financial institutions, including more than 15 years at one of Australia's largest superannuation fund. During this time, he has helped thousands of clients achieve their financial goals through clear, effective, and tailored strategies.

As a Certified Financial Planner and Aged Care Accredited Specialist, Manni holds a Bachelor of Commerce and a Graduate Diploma in Financial Planning. His deep expertise and client-focused approach ensure that individuals and families can navigate their financial journeys with confidence and clarity.

AIM Retirement Planning was founded with a clear purpose: to enhance the financial well-being of everyday Australians through affordable and cost-effective solutions.

We specialise in providing expert advice and personalised guidance to help you make confident decisions today that pave the way for a secure and successful financial future.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Redundancy
Aged Care
Tax Strategies
Wills & Estates

Our services are charged on a fee for service basis with an initial meeting at no cost.

5.00 August 2024

Manni has been my financial adviser for a number of years now. He provides excellent service and I have been very happy with the advice he provides regarding my superannuation and investments. He is very thorough in his work and working out what is best for my needs. I have no hesitation in recommending Manni and his services.

5.00 July 2024

We have used Manni's services for many years, both with Bridges and his previous employer. He has provided us with excellent service and advice in all aspects of our superannuation and investments and heading towards retirement. If we have an issue that has arisen and we need some advice, he always attends to any enquiries in a timely manner.

5.00 July 2024

I have been with Manni now for approximately 13 years when he worked for another employer. When he moved to Bridges, I chose to stay with him. He has continued to manage my financial affairs into my retirement such has my confidence in his ability to provide sound advice and ideas to maximize my retirement income. I would have no hesitation in recommending him to other people in my situation.

5.00 February 2023

I found Manni's support very sympathetic to my needs, both financially and holistically, which enabled me to feel confident in his advice. I wouldn't hesitate to recommend him to others.