AIA Financial Wellbeing

AIA Financial Wellbeing We offer affordable, reliable, straightforward advice to help you make confident financial decisions, big or small.

Are you on track for the retirement you want? According to ASFA’s Retirement Standard Australian homeowners now need $63...
01/03/2026

Are you on track for the retirement you want? According to ASFA’s Retirement Standard Australian homeowners now need $630k (single) and $730k (couple) in superannuation at age 67 for a comfortable retirement.

Talking to a financial planner can make a world of difference. Our experienced team would love to chat about how we can help. Your first consultation is complimentary and obligation-free.

Call us on 1800 434 044 or get in touch via our website https://www.aia.com.au/en/financial-wellbeing

As 2025 draws to a close, we want to thank our customers for trusting us to support your financial wellbeing and wish ev...
16/12/2025

As 2025 draws to a close, we want to thank our customers for trusting us to support your financial wellbeing and wish everyone a happy and healthy festive season.

Our Personal Advice team will be here to take your calls as usual on 1800 434 044, Mon-Fri 8:30am-5:30pm AEDT except public holidays Christmas Day, Boxing Day and New Year’s Day.

Our General Advice team will be here to take your calls as usual on 1800 417 788, Mon-Fri 9:00am-6:00pm AEDT except public holidays Christmas Day, Boxing Day and New Year’s Day.

Learn more about us and how we can help you make confident financial decisions, big or small, on our website aia.com.au/financialwellbeing

To consolidate or not to consolidate – that is the question when it comes to your super. Making the right choice is impo...
09/11/2025

To consolidate or not to consolidate – that is the question when it comes to your super. Making the right choice is important as it can protect your benefits, boost your returns, and make your super work harder for your bigger financial goals.

That’s why we spoke to AIA Financial Wellbeing Planners in our latest article, where they share their insights on what to consider before making the move.
Read the full article and discover why rolling over your super is about more than just money: https://www.aia.com.au/en/financial-wellbeing/knowledge-hub/making-plans/why-rolling-over-your-super-is-about-more-than-money

06/10/2025

Here’s some advice for free 😊

This is general advice only and does not take into consideration your personal circumstances. For financial advice to suit your needs, head to our website to book a chat with one of our financial planners.

Applying for life insurance can feel overwhelming, especially when you reach the underwriting stage. But underwriting is...
10/09/2025

Applying for life insurance can feel overwhelming, especially when you reach the underwriting stage. But underwriting is what makes your cover truly yours, and understanding the process is key.

At AIA Financial Wellbeing, we know how important this step is, which is why we’ve detailed everything you need to know about underwriting in our latest article.

Read the full article and discover what underwriting is – and why it should matter to you: https://www.aia.com.au/en/financial-wellbeing/knowledge-hub/financial-planning-tips/what-is-underwriting

As 2024 draws to a close, we want to thank our customers for trusting us to support your financial wellbeing and wish ev...
18/12/2024

As 2024 draws to a close, we want to thank our customers for trusting us to support your financial wellbeing and wish everyone a happy and healthy festive season.

Our Personal Advice team will be here to take your calls as usual on 1800 434 044, Mon-Fri 8:30am-5:30pm AEDT except public holidays Christmas Day, Boxing Day and New Year’s Day.

Our General Advice team will be here to take your calls as usual on 1800 417 788, Mon-Fri 9:00am-6:00pm AEDT except public holidays Christmas Day, Boxing Day and New Year’s Day.

Learn more about us and how we can help you make confident financial decisions, big or small, on our website aia.com.au/financialwellbeing

Meet Chris, one of our Financial Planners. Chris enjoys playing golf and going to the gym, and helping clients achieve t...
10/09/2024

Meet Chris, one of our Financial Planners. Chris enjoys playing golf and going to the gym, and helping clients achieve their financial and wellbeing goals.
Want to know more about how we can help you with affordable, reliable, straightforward advice? Head to our website: https://www.aia.com.au/en/financial-wellbeing

Meet Ameet, one of our Financial Planners. Ameet enjoys getting out in nature and traveling to immerse himself in differ...
19/08/2024

Meet Ameet, one of our Financial Planners. Ameet enjoys getting out in nature and traveling to immerse himself in different cultures and cuisines. He also loves being able to make a positive difference in his clients’ lives and helping them achieve their goals.
Want to know more about how we can help you with affordable, reliable, straightforward advice? Head to our website: https://www.aia.com.au/en/financial-wellbeing/overview

Meet Charlie, one of our Financial Planners. He enjoys being fit and active, spending time with his family, and being ab...
30/07/2024

Meet Charlie, one of our Financial Planners. He enjoys being fit and active, spending time with his family, and being able to make a difference in someone’s life by offering advice that can help enhance their financial wellbeing.
Want to know more about how we can help you with affordable, reliable, straightforward advice? Head to our website: https://www.aia.com.au/en/financial-wellbeing

Address

509 St Kilda Road
Melbourne, VIC
3000

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+611800434044

Website

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