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  • What we offer

    Advice on your terms, when and how you want it

    Our Services

    You can take steps to improve your financial and personal wellbeing 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.

    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.

    • STARTING OUT
    • YOUNG SINGLE, COUPLE OR FAMILY
    • MIDDLE-AGED SINGLE, COUPLE OR FAMILY

    Life and income protection advice

    We can help ensure you have the right level of cover, explain what you‘re covered for, and tailor it for you.

    Consolidating multiple superannuation funds

    Multiple super accounts means multiple fees. We’ll help you bring your super together to minimise your overall fees.

    Savings and investment advice

    Investing starts with understanding why you want to invest, your goals, your timeframe and your appetite for risk.

    Health insurance check

    We’ll refer you to our health insurance experts to help you check if your health insurance provides the right cover for your needs.

    Life and income protection advice

    We can help ensure you have the right level of cover, explain what you‘re covered for, and tailor it for you.

    Consolidating multiple superannuation funds

    Multiple super accounts means multiple fees. We’ll help you bring your super together to minimise your overall fees.

    Savings and investment advice

    Investing starts with understanding why you want to invest, your goals, your timeframe and your appetite for risk.

    Health insurance check

    We’ll refer you to our health insurance experts to help you check if your health insurance provides the right cover for your needs.

    Superannuation rollover and investment advice

    We can help set up your super or personal investments in an easy to manage way, and to help build wealth for your future.

    Education savings and investing advice

    We can help you plan, save and invest for your kids’ education.

    Estate planning and wills

    We can help make sure your financial affairs are in order, and that your assets will be distributed according to your wishes.

    Life and income protection advice

    We can help ensure you have the right level of cover, explain what you‘re covered for, and tailor it for you.

    Consolidating multiple superannuation funds

    Multiple super accounts means multiple fees. We’ll help you bring your super together to minimise your overall fees.

    Savings and investment advice

    Investing starts with understanding why you want to invest, your goals, your timeframe and your appetite for risk.

    Health insurance check

    We’ll refer you to our health insurance experts to help you check if your health insurance provides the right cover for your needs.

    Superannuation rollover and investment advice

    We can help set up your super or personal investments in an easy to manage way, and to help build wealth for your future.

    Education savings and investing advice

    We can help you plan, save and invest for your kids’ education.

    Estate planning and wills

    We can help make sure your financial affairs are in order, and that your assets will be distributed according to your wishes.

    Investment portfolios, withdrawals and transfers

    Invest your funds to align with your needs and objectives. We can also assist with withdrawals and transfers of your funds.

    Bonds, managed funds investments

    We can help you put an investment plan in place to assist in building wealth for your future.

    Superannuation contributions

    We can help you assess what kinds of contributions to superannuation are appropriate for your situation.

    Superannuation withdrawals

    We can help you assess if making lump sum or regular withdrawals is appropriate to support your needs and objectives.

    Spouse superannuation contributions

    If your partner is unemployed, a low-income earner, or working part-time, adding to their super could benefit you both financially.

    Withdraw and contribute to superannuation as a couple

    There are various ways spouses can equalise and maximise their super. We can advise how and if it’s suitable for you.

    More about our services

    Personal Risk Insurance Advice


    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?

    • We can help ensure you and your family have the right level of cover – we’ll explain what you‘re covered for, and tailor it for how you want to live.
    • You don’t want to pay higher premiums than necessary, or for cover that you don’t need – we’ll help make sure you’re getting bang for your buck.
    • We work with a wide range of insurance providers, and will recommend the most suitable product/s for you.

    Superannuation advice


    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?

    • We can help consolidate your super if you have more than one account, check your super is performing well, and make sure you’re not paying too much in fees.
    • Consolidating your super means you stop paying multiple admin fees.
    • We can review your superannuation portfolio to ensure it is working hard for your retirement.
    • We can also advise what additional contributions to super may be required to get you on track with your long term savings goals.

    Investment planning advice


    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:

    • Opening a short-term annuity or incorporating term deposits into your wealth strategy.
    • Investing in a managed fund or investment bond.
    • Transferring your investment/s to another product or platform.
    • Reviewing and enhancing your investment portfolio.

    Business Insurance


    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


    Pricing

    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.



    OUR APPROVED PRODUCT LIST

    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: 


    Superannuation & Investment

    • AIA Investment Growth Bonds
    • Australian Unity Lifeplan Investment Bond
    • Colonial First State FirstChoice Wholesale
    • Colonial First State FirstWrap
    • Australian Retirement Trust (superannuation only)


    Insurance

    • AIA Group Insurance Cover (insurance within super)
    • AIA Priority Protection
    • MLC Life Insurance
    • OnePath OneCare
    • Australian Retirement Trust (insurance within super)
    • TAL Accelerated Protection
    • Zurich Wealth Protection

    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.

    Who we are

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    Who we are

    About us

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    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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