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    • Priority Protection

      Priority Protection provides a selection of cover options to cater for a broad range of insurance needs.
    • Priority Protection For Platform Investors

      The Priority Protection for Platform Investors product provides your clients with a selection of plans to cater for all their life insurance needs.
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      Our science-backed health and wellness program. Keep your business growing with AIA Vitality.
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      Health insurance that gives back. myOwn offers your clients up to 70% back on extras from recognised providers up to annual limits with AIA Vitality bundled so they can be rewarded for healthy habits.
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    • Specialist Partners

    We’ve partnered with experts from across the financial planning industry to give you the tools to nurture your business.

    • Business Services
    • Technology

    CASHFLOW AND BUDGETING

    your spending coach

    Your Spending Coach will help you create a personal money management program that adds value to your business and to your clients.

    Download your customisable budgeting tool.

    ESTATE PLANNING

    norman waterhouse

    Norman Waterhouse provides a personal, empathetic and professional service in the areas of Will preparation, succession planning, personal asset management and estate administration.

    The following case studies highlight how Testamentary Trusts can be of benefit.

    • Case Study 1: Married Couple Case Study 1: Married Couple
    • Case Study 2: Divorce Case Study 2: Divorce
    • Case Study 3: Retired Couple Case Study 3: Retired Couple
    • Introduction to Testamentary Trusts Introduction to Testamentary Trusts
    • Asset Protection in Testamentary Trusts Asset Protection in Testamentary Trusts
    • Income Splitting with Testamentary Trusts Income Splitting with Testamentary Trusts

    HIGH PERFORMANCE COACHING

    In order to increase profit, it’s not only important to improve practice management strategies but also human performance strategies. Two of the biggest issues that advisers face is staff and lack of time. Imagine each person having an extra 1-2 hours productivity per day with less effort. Next Evolution Performance focuses on enhanced performance, productivity, mindset and energy levels.

    To assess how productive you and your business are, download the High Performance Checklist. To find out more about Next Evolution Performance visit their website.

    HUMAN RESOURCES

    F3P is a cloud based solution that offers 40+ Future of Financial Advice (FOFA) compliant, customisable human and industrial relations documents, along with best practice HR tools and advice for financial planners. Download a brochure or visit f3p.com.au to learn how F3P can maximise your people performance starting from just $20 per week.

    MARKETING

    SRS Coaching and Consulting help financial advice businesses successfully market themselves so they can attract and retain the clients they want.

    Download the Marketing Checklist to build and grow your business.

    Know Risk was created by the Australian and New Zealand Institute of Insurance and Finance (ANZIIF) to reduce the level of underinsurance and non-insurance for individuals and small business. It spans all classes of insurance and aims to improve insurance knowledge and risk management planning amongst consumers. Know Risk encompasses articles, checklists, videos, social media and newsletters and is suitable for consumers of all ages. View it at www.knowrisk.com.au or on Facebook at www.facebook.com/knowrisk.

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    Copyright 2017, AIA Group Limited and its subsidiaries. All rights reserved. AIA Vitality is available with eligible Priority Protection and Priority Protection for Platform Investors products issued by AIA Australia Limited (ABN 79 004 837 861, AFSL 230043). This information is of a general nature only and has been prepared without taking into account factors like your objectives, financial situation or needs. Before making any decision you should consider the appropriateness of the information, having regard to these factors. Before purchasing such products, view the PDS and terms and conditions available at www.aia.com.au and consider if it’s right for you. The content of this information is current as at 20 January 2017 and may be subject to change.
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