Jamie Pi

Vigeo Financial Solutions

Platinum
15 Yrs Experience
Keysborough, VIC 3173

Recent reviews

Vigeo Financial Solutions

31 Fiveways Boulevarde
Keysborough, VIC 3173

Opening hours

  • 9:00am – 2:00pm Saturday
  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 14
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.95
14 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"Jiaming helped us secure our first home loan. From the start, his knowledge and communication about the various loan products was outstanding and invaluable. He always explained the nitty gritty details clearly and effectively, and made sure we understood. He was also very quick at responding to our questions and available at all times. We both feel very confident in the advice Jiaming gave us for our needs. Exceptional!"

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jiaming was exemplary in his communication, support and professionalism. He consistently over-delivered and ensured that we felt at ease during the whole process. Without his assistance, clarity and honesty, there is no way we would have been able to secure our first home in the way in which we did. His knowledge of the market, entitlements, costs and applicable processes was remarkable. It was an absolute pleasure to work together with Jiaming and he will forever hold a special place in our memories."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always works really hard for me, Always gets me the best price and is constantly looking to see where he can save me money. Highly recommend!"

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jiaming in areas including, loan products, super funds and managing debts. Jiaming is always able to explain things to me clearly. Through Jiaming’s knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Jiaming’s full care and attention when needed"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jiaming has set me up for life. His extremely broad wealth of knowledge, skill and experience puts him a class above the rest in my opinion. Furthermore, Jiaming will always be available promptly and if not, will always call back in a timely manner. A +++ operator!"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent to deal with, knowledgeable and offers a friendly and very transparent service. Highly recommend JP to anyone. I feel he goes above and beyond for his clients"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Jamie’s for the last few years and no matter what questions I have he has always been amazing to deal with. It’s rare to find someone in this industry who is 100% all in but Jamie is just that. Not only with myself, but all clients. Have recommended him to many friends and family members and they have all been met with the same treatment!"

  • Superannuation
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jiaming has given me advice in areas including loan products, self managed super funds and managing debt. Jiaming was always able to explain things to me in a clear way. Through Jiaming's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Jiaming's full care and attention when I needed it. He has responded to me at all times of the day including whilst on holiday to make sure we got my home loan accross the line together. I have recommended him to numerous people all of whom have had the same experience. Couldn't speak more highly of the job he does"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Jiaming assisted me with updating my superannuation and life insurance which was out of date. He understood my situation and provided me with expert advise and was always available when I had any queries. I have complete faith and trust in Jiaming and highly recommend him and his team to anyone that needs assistance in this space."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am very grateful to have come across such a professional yet caring adviser. Jiaming is very knowledgeable and always up-to-date with the current trends. At the end of each interaction, whether it is in person, email or over the phone I am comfortable with the information I have received. He has looked after my investment and insurance needs whilst also considering my current and future financial position. I have no hesitation recommending Jiaming to family and friends."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2014

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2014

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
2003

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Financial Brokers Association of Australia (FBAA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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