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AIA Financial Wellbeing

Your new advice partner for insurance, superannuation and wealth.

AIA Financial Wellbeing are different because they offer affordable, reliable, straightforward advice to
help you make better financial decisions (big or small) so you have confidence you’re on the right track. AIA Financial Wellbeing also look at your bigger life goals, because they want you to live a healthier, longer better life.

OUR APPROACH TO ADVICE IS DIFFERENT

AIA Financial Wellbeing are the place to go for great-value financial advice that considers your whole life – and the bigger picture.

Affordable

Flat fees from as little as $400 to $3,300 (excl GST) with no ongoing fees and no charge for your first appointment.

Affordable

Flat fees from as little as $400 to $3,300 (excl GST) with no ongoing fees and no charge for your first appointment.

Reliable

Qualified financial planners from one of Australia’s largest life, health and wellbeing specialists – with five to 20+ years’ experience.

Reliable

Qualified financial planners from one of Australia’s largest life, health and wellbeing specialists – with five to 20+ years’ experience.

Straightforward

Advice that’s easy to understand – your way: through AIA Financial Wellbeing’s financial wellbeing portal, over the phone, face to face or via video call.

Straightforward

Advice that’s easy to understand – your way: through AIA Financial Wellbeing’s financial wellbeing portal, over the phone, face to face or via video call.

Big or Small

Go to AIA Financial Wellbeing to help you make today’s financial decisions, big or small. You can feel confident you’re on the right track.

Big or Small

Go to AIA Financial Wellbeing to help you make today’s financial decisions, big or small. You can feel confident you’re on the right track.

of Australians who received financial advice in the past year* agreed that planning their financial future made them feel more secure.

*Financial advice: what consumers really think, August 2019, Report, Australian Securities & Investments Commission.

of Australians who received financial advice in the past year* agreed that planning their financial future made them feel more secure.

*Financial advice: what consumers really think, August 2019, Report, Australian Securities & Investments Commission.

What we offer

You can take steps to improve your financial situation at any time in your life. At AIA Financial Wellbeing, they’ll guide you with advice that’s tailored to you.

Sort your super

Superannuation advice, including;

  • Consolidating multiple funds
  • Moving and investing your super
  • Contributions – including salary sacrifice, spouse contributions, concessional and non-concessional contributions
  • Withdrawing your super
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Sort your Super

Superannuation advice, including:

  • Consolidating multiple funds
  • Moving and investing your super
  • Contributions – including salary sacrifice, spouse contributions, concessional and non-concessional contributions
  • Withdrawing your super
Save & invest

Save and invest for the future – outside super. Savings and investment advice, including:

  • Opening a term deposit or short-term annuity
  • Investing in managed funds or investment bonds
  • Transferring your investment/s to another product or platform
  • Reviewing and enhancing your investment portfolio
  • Savings and investing for your kids’ education
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Save & invest

Save and invest for the future – outside super. Savings and investment advice, including:

  • Opening a term deposit or short-term annuity
  • Investing in managed funds or investment bonds
  • Transferring your investment/s to another product or platform
  • Reviewing and enhancing your investment portfolio
  • Savings and investing for your kids’ education
Plan for the unexpected

With the right life, income and health insurance options:

  • AIA Financial Wellbeing may refer you to their health insurance experts to check your health insurance provides the right cover for your needs
  • Life and income protection – tailored cover
  • Business insurance, including buy-sell agreements and key person cover
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Plan for the unexpected

With the right life, income and health insurance options:

  • We’ll refer you to our health insurance experts to check your health insurance provides the right cover for your needs
  • Life and income protection – tailored cover
  • Business insurance, including buy-sell agreements and key person cover

HOW OUR ADVICE PROCESS WORKS

Initial call

A general discussion about the type of advice you may need.
 10 mins

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Initial call

A quick, general discussion about the type of advice you may need.

 10 mins

Book a complimentary appointment

Complete an online form to help AIA Financial Wellbeing better understand your situation and goals.
A financial planner will meet with you to discuss your fact find form and explain the range of solutions available to you. This appointment is free with no strings attached.
60 – 90 mins

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Book a complimentary appointment

Complete an online form to help us better understand your situation and goals.
A financial planner will meet with you to discuss your fact find and explain the range of solutions available to you. This is all free with no strings attached.

60 – 90 mins

Tailored advice and research

AIA Financial Wellbeing will send you an engagement letter detailing the advice fee.
They will conduct research and prepare your personalised advice document – outlining your current financial situation; your life, health and wellbeing goals; and AIA Financial Wellbeing’s advice recommendations.
2 – 4 weeks

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Tailored advice and research

We’ll send you an engagement letter detailing the advice fee.
We will conduct research and to prepare your personalised advice document – outlining your current financial situation; your life, health and wellbeing goals; and our advice recommendations.

2 – 4 weeks

Advice appointment

Your financial planner will walk you through your advice document and the options available.
60 mins

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Advice appointment

Your financial planner will walk you through your advice document and the options available.

60 mins

Move forward with confidence

The next step is up to you. If you want to go ahead, AIA Financial Wellbeing will help you implement your advice.
And remember – you can come back at any time if you need more advice in the future.

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Move forward with confidence

The next step is up to you. If you want to go ahead, we’ll help you implement your advice.
And remember – you can come back at any time if you need more advice in the future.

Call an AIA Financial Wellbeing financial planner to discuss your advice needs on 1800 434 044 or visit aiafinancialwellbeing.com.au

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Important Information

Your Wills Pty Ltd ACN 616 590 606 (‘Your Wills/We/Us’) is not an agent or a related entity of AIA Australia Limited ACN 004 837 861 (‘AIA Australia’), or any of its subsidiaries or its affiliates. Your Wills distributes insurance and financial products and services as an authorised representative of AIA Financial Services Pty Limited ABN 68 008 540 252 AFSL 231109 (‘AIAFS’). We may receive and accept fees or payments from AIA Australia or AIAFS. We do not provide any financial, legal or other advice or recommendations as to the suitability of AIA Australia’s products for you. Any advice we provide will be general advice only and will be provided without considering your objectives, financial situation or needs. You should read the relevant product disclosure statement or other offer document and consider whether that advice is appropriate for your own objectives, financial situation and needs prior to making an investment decision about a financial product. We do not have an Australian Financial Services licence and are not representing directly or indirectly that we do. If you are unsure if AIA Australia’s products are right for you, you should obtain professional advice from a financial, tax, medical or health professional.

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 2207, Private Health Insurance Rules 2007 and the AIA Health Insurance Pty Ltd Fund Rules. The information on this website is current as at 1 October 2021 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. Eligibility for membership to the AIA Vitality program arises under, and is subject to, the AIA Vitality Terms and Conditions. AIA Vitality partners, benefits and rewards are subject to change at any time. Additional program partner terms and conditions may apply. For the most up-to-date information, view the AIA Vitality Terms and Conditions at aiavitality.com.au.