No matter where you’re at, we can help you take that next step:
Our services
Just want life or health insurance?
- We can provide a quote for AIA life insurance and help you with the application.
- This is called General Advice and is no cost to you.
- We can refer you to our Health team for a quote on AIA health insurance with AIA Vitality.
- View our General Advice Financial Services Guide for more info.
Interested in financial advice that takes into account your personal goals, needs and objectives?
- We’ll guide you with personal advice that’s tailored to you.
- We can recommend a range of financial products from our approved product list (scroll down this page to view our current APL).
- This is called Personal Advice and comes with an advice fee, starting from $600 plus GST.
- View our Personal Advice Financial Services Guide for more info including pricing.
Why wait? Start today and take the first small step towards protecting and investing in the life you want.
Affordable, reliable, straightforward advice in your best interests – that’s personal
Personal advice can address various aspects of your financial wellbeing, including finding the right insurance protection for your needs, sorting your superannuation, and savings and investment plans to build your wealth. We take into account your whole life picture to create a plan and help you make confident financial decisions, big or small.
Here’s a snapshot of the types of personal financial advice we can offer:
Starting out
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.
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.
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.
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 9 January 2023) is as follows:
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 9 January 2023) is as follows:
Superannuation, retirement & investments
- AIA Investment Growth Bonds
- AIA Lifestream Guaranteed Income Annuity
- Australian Retirement Trust
- Australian Unity Lifeplan Investment and Funeral Bonds
- Challenger Guaranteed Fixed Term Annuity
- Colonial First State FirstChoice Wholesale
- Colonial First State FirstWrap
Insurance
- AIA Group Insurance Cover (insurance within super)
- AIA Priority Protection
- Australian Retirement Trust (insurance within super)
- MLC Life Insurance
- OnePath OneCare
- TAL Accelerated Protection
- Zurich Wealth Protection
