Advice on your terms, when and how you want it
You can take steps to improve your financial situation at any time in your life. At AIA Financial Wellbeing, we’ll guide you with advice that’s tailored to you.
Why wait? Start today and take the first small step towards investing in the life you want.
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.
SERVICE DETAILS
Do you have ‘rainy day’ savings to cover expenses if something happened to you? What if you fell seriously ill or suffered a permanent injury that prevented you from working?
This is the ‘peace of mind’ insurance which pays you a sum of money to cover expenses for you and your family should something happen.
HOW CAN WE HELP?
SERVICE DETAILS
Ever imagined what you’ll do when you retire? Have you thought about how you’ll pay for it?
Super can be your biggest asset aside from your home. A small change to your super today can have big impacts by the time you retire.
From what fees you’re paying and how many accounts you have, to where your super is invested, there are many ways to take your super up a gear and set you on the path to the retirement you want.
HOW CAN WE HELP?
SERVICE DETAILS
Ever tried investing directly? Heard friends or family talk about investing, but not sure where to start?
Whether you’re saving for your kids’ education, a new home, to build wealth, or support your lifestyle in retirement, investment advice can help.
Investing can start with a simple share, a managed fund (a bundle of shares within one fund managed by experts) or an investment strategy which involves a range of investments.
HOW CAN WE HELP?
Investing starts with understanding why you want to invest, your goals, your timeframe and your appetite for risk. We can help with:
SERVICE DETAILS
If you’re setting up or running your own business, it’s important you have the right protection in case something goes wrong.
HOW CAN WE HELP?
Our financial planners can tailor a plan to meet your needs.
For a full view of our services, check out our Financial Services Guide
Our advice fees are scaled depending on the complexity of advice you are seeking, starting from as low as $400 up to $3,300 + GST. If you direct us to make any amendments to your Statement of Advice then an additional fee may be charged.
For more information about our pricing, check out our FAQs.
You will have access to a range of product providers and advice from our qualified financial planners, ensuring that you are treated efficiently, honestly and fairly and provided quality advice that is tailored to your objectives and needs.
Your financial planner recommends products based on our Approved Product List (APL). We conduct the research to find a product that suits you. If there isn’t a product on our APL that’s appropriate for you, we have a process for considering other products that may be appropriate.
We review the products available on our APL from time to time, and the current APL (as at 1 December 2021) is as follows:
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.
