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Welcome to AIIB Financial Services

Financial Planning and Risk Advisers

since 1988
02 9683 7233

AIIB HEAD OFFICE

aiib@aiib.com.au

Level 1, 26 Ross Street
Parramatta NSW 2150

PO Box 110
Parramatta NSW 2124

02 9683 7166

FAX

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02 4969 8370

AIIB NEWCASTLE OFFICE

aiib@aiib.com.au

Ground Floor, 16 Heddon Road
Broadmeadow NSW 2292

PO Box 110
Parramatta NSW 2124

02 4969 7216

FAX

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Talk to us today about how we can help you with your Insurance needs.

Financial Planning is an umbrella term that encompasses many different disciplines including:

AIIB Financial Services role is that of Financial Mentor and we work with you to ensure your personal and financial goals are achieved through the development and implementation of a comprehensive financial plan.

We are qualified to provide the knowledge, research and advice and to choose the best solutions and products for your specific financial and lifestyle needs.

By continually reviewing your changing financial and lifestyle situation AIIB Financial Services ensure your objectives will be achieved within a constantly altering financial environment.

We are able to access an extensive range of products to you in your Financial Plan. The products include:

  • Direct Shares
  • Unit Trusts (listed & unlisted)
  • Managed Funds
  • Tax Effective Investments
  • Superannuation Funds (incl. Self Managed & Corp./Bus. Super)
  • Corporate/Business Superannuation
  • Retirement Pensions
  • Personal Protection Insurances
  • Business & Key Person Insurances
  • Referral to Mortgage and Asset Finance Specialists

AIIB FINANCIAL SERVICES PRODUCTS

AIIB FINANCIAL SERVICES

By dealing with AIIB Financial Services, you benefit from our broad range of services that include:

  • Design a Personal Financial Plan
  • Asset Accumulation Planning
  • Direct Share investments
  • Wealth Protection Strategies
  • Gearing - to leverage growth
  • Taxation Planning
  • Pre Retirement Planning
  • Post Retirement Planning
  • CentreLink Benefit Planning
  • Estate Planning
  • Investment Portfolio Management
  • Salary Packaging Advice
  • Business Succession Planning
  • Debt Management