What we offer

Financial advice on your terms, when and how you want it

Our services

Personal financial advice is tailored for you and can address various aspects of your financial wellbeing, including:
 
  • Finding the right personal insurance protection for your needs
  • Sorting your superannuation to minimise fees, maximise tax benefits, and invest for your future
  • Savings and investment plans to build your wealth, and
  • Transitioning to retirement.
We take into account your whole life picture, goals and needs to create a plan and help you make confident financial decisions, big or small. We can recommend a range of financial products from our Approved Product List (scroll down this page to view our current APL).

Our fees for personal advice start from $600 plus GST. Your first meeting with a financial planner is complimentary and obligation-free, so you can decide if it’s right for you before committing.

View our Personal Advice Financial Services Guide for more info including pricing.
Our experienced consultants can provide a quote for AIA life insurance, answer any questions you may have about what it covers, and help you with the application. Unlike a financial planner, they can’t give you personalised advice tailored to your needs, so you must decide for yourself how much cover you need. This is general advice only and is no cost to you.

View our General Advice Financial Services Guide for more info.

No matter where you’re at, we can help you take that next step:

Want general advice on AIA insurance?

Call us on 1800 417 788 or register online and we’ll call you.

Want personal advice?

Call us on 1800 434 044 or start your journey online today

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 29 July 2025) is as follows: 

Superannuation, retirement & investments

  • Australian Retirement Trust
  • Australian Super
  • Australian Unity Lifeplan Investment, Education and Funeral Bonds
  • Challenger Guaranteed Fixed Term Annuity
  • Challenger Lifetime Annuity
  • Colonial First State FirstChoice Wholesale
  • Futurity Education Bond
  • HESTA
  • Resolution Life Investment Growth Bond
  • Resolution Life Lifestream Guaranteed Income Annuity
  • Vanguard Super and Vanguard Personal Investor

Insurance

  • Acenda Insurance
  • AIA Priority Protection
  • Australian Retirement Trust (Group Insurance)
  • Australian Super (Group Insurance)
  • Colonial First State (Group Insurance)
  • HESTA (Group Insurance)
  • NEOS Protection
  • OnePath OneCare
  • TAL Accelerated Protection
  • Vanguard Super (Group Insurance)
  • Zurich Wealth Protection

     

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 29 July 2025) is as follows: 

  • Australian Retirement Trust
  • Australian Super
  • Australian Unity Lifeplan Investment, Education and Funeral Bonds
  • Challenger Guaranteed Fixed Term Annuity
  • Challenger Lifetime Annuity
  • Colonial First State FirstChoice Wholesale
  • Futurity Education Bond
  • HESTA
  • Resolution Life Investment Growth Bond
  • Resolution Life Lifestream Guaranteed Income Annuity
  • Vanguard Super and Vanguard Personal Investor

  • Acenda Insurance
  • AIA Priority Protection
  • Australian Retirement Trust (Group Insurance)
  • Australian Super (Group Insurance)
  • Colonial First State (Group Insurance)
  • HESTA (Group Insurance)
  • NEOS Protection
  • OnePath OneCare
  • TAL Accelerated Protection
  • Vanguard Super (Group Insurance)
  • Zurich Wealth Protection

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 29 July 2025) is as follows: 

  • Australian Retirement Trust
  • Australian Super
  • Australian Unity Lifeplan Investment, Education and Funeral Bonds
  • Challenger Guaranteed Fixed Term Annuity
  • Challenger Lifetime Annuity
  • Colonial First State FirstChoice Wholesale
  • Futurity Education Bond
  • HESTA
  • Resolution Life Investment Growth Bond
  • Resolution Life Lifestream Guaranteed Income Annuity
  • Vanguard Super and Vanguard Personal Investor

  • Acenda Insurance
  • AIA Priority Protection
  • Australian Retirement Trust (Group Insurance)
  • Australian Super (Group Insurance)
  • Colonial First State (Group Insurance)
  • HESTA (Group Insurance)
  • NEOS Protection
  • OnePath OneCare
  • TAL Accelerated Protection
  • Vanguard Super (Group Insurance)
  • Zurich Wealth Protection

Discover more about Financial Wellbeing