How it works

Find out how easy it is to improve your financial wellbeing

5 STEPS TO FINANCIAL WELLBEING

Our goal is to be clear, transparent and there for you throughout your journey - so we have 5 simple steps to your financial wellbeing.

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.

STEP 1: Initial Call

Our advice assistants will ask you questions to understand the type of advice that may be best suited to your needs:
- General advice (we will then direct you to digital self service).
- Personal advice from an accredited AIAFW financial planner (continue to Step 2).

Approx. time: 10 mins

step 2: BOOK A COMPLIMENTARY APPOINTMENT

We’ll match you with a financial planner and book an appointment at a time that suits you.
Next, we’ll ask you to complete an online form via our secure customer portal to help us better understand your situation and goals.
A financial planner will meet with you to discuss your objectives and needs, and the options that may be available to you. They will also explain our fees should you wish to receive personal, tailored advice.
This is all complimentary and obligation-free.

Approx. time: 60-90 mins

STEP 3: TAILORED ADVICE AND RESEARCH

Now that you’ve got the lay of the land, if you decide you want to receive tailored advice, we’ll send you an engagement letter detailing the advice fee which is payable after we deliver the advice recommendations.
This will be a scaled fee depending on the complexity of advice you need.
If you accept the engagement letter, we will conduct research and start to prepare your personalised advice document – this document will detail your current financial situation, your life, health and wellbeing goals, and our advice recommendations.

Approx. time: 2-4 weeks for research and preparation of advice document

STEP 4: ADVICE APPOINTMENT

You will receive straightforward advice, tailored to your objectives and needs.
Your financial planner will walk you through your advice document, the options available, and explain why each recommendation was made in your best interest.
They will then discuss next steps and how the advice may be implemented.

Approx. time: 60 mins

STEP 5: MOVE FORWARD WITH CONFIDENCE

Now that you’ve received and understand your advice document, the next step is up to you.
If you want to proceed with that advice, then we can help you implement it so you can move forward with confidence.
You can come back at any time if you need / want more advice in the future – we’ll be here.

GET STARTED

Take the first step towards enhancing your financial wellbeing today.

Call us on 1800 434 044 or register online and we’ll call you.

We understand that financial planning might not be what you’re after right now and maybe you just want the protection and peace of mind that insurance can provide.

For simple life insurance cover via AIA Australia to protect you if you become seriously ill or injured

Interested in AIA Health insurance that rewards you?

If financial planning isn’t for you right now but you are interested in simple life insurance via AIA Australia (ABN 79 004 837 861, AFSL 230043), you should consider the appropriateness to your circumstances and read the relevant Product Disclosure Statement (PDS) before acquiring or continuing to hold the product. AIA Australia has prepared a Target Market Determination which describes the class of consumers that comprise the target market for this product. The Target Market Determination can be sourced at www.aia.com.au/tmds.

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Call Us - 1800 434 044

How it works

5 STEPS TO FINANCIAL WELLBEING

complimentary

consultation

STEP 1: Initial Call

step 2: BOOK A COMPLIMENTARY APPOINTMENT

STEP 3: TAILORED ADVICE AND RESEARCH

STEP 4: ADVICE APPOINTMENT

STEP 5: MOVE FORWARD WITH CONFIDENCE

GET STARTED