CommBank and AIA

We believe financial wellbeing supports your overall wellbeing. That’s why we’ve partnered with AIA, who have more than 50 years’ experience protecting the lives of millions of Australians.

AIA aims to help Australians lead healthier, longer and better lives. Through our partnership, CommBank can refer customers to AIA Financial Wellbeing to seek financial advice.

They have access to a range of financial options and providers, with fees for a financial plan starting from $660 (including GST), and CommBank doesn’t receive a commission for referring you to AIA.

What is financial advice?

Financial advice is information and education to help you achieve your financial goals. This is provided by a qualified professional so you can feel confident in making decisions that support your financial wellbeing.

Your goals may vary depending on your needs and life stage, such as:

  • Protecting your income, lifestyle and family with the right insurance
  • Building your wealth
  • Saving for a first home
  • Maximising your super
  • Planning for retirement
  • Managing an inheritance
  • Seeking peace of mind for the future

How financial advice can help you

AIA Financial Wellbeing are dedicated to providing financial advice that meets your needs and concerns. 

Protect what matters 

  • Ensure you have the right level of cover, understand what you’re covered for, and tailor your cover to meet your needs for:
    • Life Insurance
    • Income Protection
    • Total and Permanent Disability (TPD) and
    • Trauma (Critical Illness)
  • Review your health insurance to ensure it provides the right cover for your needs

Build your wealth

  • Multiple super accounts means multiple fees. Get help to bring your super together to minimise your overall fees
  • Get help to assess what kinds of contributions to superannuation are appropriate for your situation
  • Put an investment plan in place to assist in building wealth for your future

Plan for retirement

  • Set up a retirement strategy to meet your financial goals
  • Plan your transition to retirement
  • Access your retirement benefits and set up regular income streams
  • Access government benefits

How it works

An AIA Financial Wellbeing team member will talk to you to understand your financial situation, your needs and discuss how financial advice may benefit you. 

Start your journey with an obligation free call 

Call 1800 430 999 between 8:30am - 5:30pm (Syd/Melb time), Monday to Friday and start your journey with AIA Financial Wellbeing today. 

Start your journey

Financial advice the way you want it, when you need it

  • Meet your way

    • Chat to your AIA Financial Wellbeing Planner via online video, by phone or in person 
  • No hidden costs

    • Fees start from $660 including GST
    • Fees depend on complexity of advice  
  • Decisions big or small

    • Get advice that helps you with today’s financial decisions, or a long-term financial plan – depending on what you need

FAQs

Things you should know

  • The examples provided are for illustrative purposes only. This website may contain general advice. It does not take account of your objectives, financial situation or needs. You should consider whether the information is appropriate for you, having regard to your objectives, financial situation and needs before you act on the information. Also, before you make any decision about whether to acquire a financial product or any other product, you should read the relevant Product Disclosure Statement or, where applicable, supporting product documentation. You should also consider talking to a financial planner to assist you in this process. 

    Before you make any decision about whether to acquire financial advice services from AIA Financial Wellbeing, you should read the Financial Services Guide issued by AIA Financial Wellbeing, available on their website.

    This website has been prepared by Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (Commonwealth Bank). AIA Financial Wellbeing is operated by AIA Financial Services Pty Limited ABN 68 008 540 252 AFSL 231109 (AIA Financial Services), a subsidiary of AIA Australia Limited ABN 79 004 837 861 AFSL 230043 (AIA Australia). Commonwealth Bank has a referral arrangement with AIA Financial Wellbeing to provide advice to Commonwealth Bank customers on life insurance and simple wealth needs across a range of financial solutions from different providers. AIA Financial Wellbeing, AIA Financial Services and AIA Australia are not part of the Commonwealth Bank Group and Commonwealth Bank does not guarantee and is not responsible for the financial advice provided by AIA Financial Wellbeing, the performance of products recommended by AIA Financial Wellbeing or the obligations of AIA Financial Wellbeing, AIA Financial Services and AIA Australia. 

    Commonwealth Bank does not receive any commissions from AIA Financial Wellbeing for referring you.

    Links or references to material on external sites are provided for your convenience only and inclusion does not represent endorsement of the external providers.