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  • AIA FINANCIAL WELLBEING

    A new approach to financial advice

    GET STARTED

    Discover how financial wellbeing can change your life

    Find out more

    WHAT’S YOUR FINANCIAL WELLBEING SCORE?

    Take our quick quiz to get your score and discover your
    financial wellbeing style.

    Take the quiz
    • AIA Financial Wellbeing

    • Get STARTED

    • Financial Wellbeing Quiz

    AFFORDABLE, RELIABLE, STRAIGHTFORWARD ADVICE


    We offer affordable, reliable and straightforward advice and solutions on insurance, superannuation and wealth. We consider your financial and personal wellbeing goals, to help you make confident financial decisions (big or small) – and lead a healthier, longer, better life.

    We listen to you first, to understand what you want from your life. Then we’ll advise, educate and guide you with advice that’s tailored to you.

    So don’t wait, start today and take the first small step towards investing in the life you want.

    complimentary

    consultation

    Your first meeting with a financial planner is free, no strings attached. 

    So don’t wait, start today and take the first small step towards investing in the life you want.


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    It is never too early to take charge of your financial wellbeing. I thank my lucky stars that I took that step many years ago. For me personally, it is so gratifying to see the plans that our customers put in place early, that really support their future dreams, but also assist when things don’t quite go to life’s script. At AIA Financial Wellbeing, our role is to support you to make the journey as easy as possible.

    Peter Tanner

    Executive Manager Advice


    ADVICE THAT GIVES YOU FINANCIAL CONFIDENCE, AT ANY STAGE OF LIFE

    Financial planning and advice can feel a little overwhelming and complicated.
    But it doesn’t have to be. Our advice is clear, easy to understand and in your best interest.

    mom and daughter

    We make complex advice, straightforward

    • clear language

    • avoid jargon

    • appropriate advice, well explained, and

    • easy to understand and implement.

    Access advice when and how you want it

    • video-call

    • over the phone

    • face to face

    • digital self-service, and

    • you can take steps to improve your financial situation at any time in your life.
    women with coffee cup
    family with piggy

    Holistic approach to your objectives

    • we consider your life, health and financial goals

    • advice to help you make confident financial decisions, and

    • guidance on the steps you can take to enjoy a healthier, longer, better life.

    Affordable

    • pay as you go

    • no hidden fees

    • complimentary, obligation-free first appointment, and

    • advice from $400 + GST depending on your needs.
    women with card
    family in nature

    Trustworthy and reliable

    • qualified, accredited financial planners

    • diverse approved product list, and

    • we’re owned by a life, health and wellbeing specialist with over 50 years’ experience and more than 3.8 million Australian customers.

    Who we are

    About us

    Who we are

    About us

    what we offer

    Our services

    How it works

    Steps to financial wellbeing

    Get in touch

    Contact us

    what we offer

    Our services

    How it works

    Steps to financial wellbeing

    Get in touch

    Contact us


    Copyright © 2022. AIA Group Limited and its subsidiaries or affiliates. All rights reserved. AIA Financial Services Pty Limited (ABN 68 008 540 252, AFSL 231109), trading as AIA Financial Wellbeing, provides financial advice services. AIA Health with AIA Vitality is issued by AIA Health Insurance Pty Ltd ABN 32 611 323 034, a registered private health insurer governed by the Private Health Insurance Act 2007, Private Health Insurance Rules 2007 and the AIA Health Insurance Pty Ltd Fund Rules. AIA Vitality, a personalised, science-backed program that supports members every day to make healthier choices, is available with eligible products issued by AIA Australia Limited (ABN 79 004 837 861, AFSL 230043) and AIA Health Insurance Pty Ltd. The information on this website is current as at 31 January 2022 and may be subject to change. It is general information only and is not intended in any way to be financial, legal, tax, health, medical, nutritional or other advice. You should consider your own personal circumstances and needs and view the relevant product documents, fact sheets, fund rules and terms and conditions before making a decision to acquire such products. If necessary you should obtain professional advice from a financial, tax, medical or health professional. Unless expressly stated, any views or expressions of opinion (including any video content) do not represent the opinion of AIA.
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