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AIIB Financial Services Pty Ltd

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AIIB Financial Services Pty Ltd

Overview:

Welcome to AIIB Financial Services

Financial Planning and Risk Advisers

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

   Investment
   Insurance
   Superannuation
   Retirement Planning
   Debt Planning
   Taxation
   The use of Legal Structures

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.

AIIB FINANCIAL SERVICES PRODUCTS

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

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

History:

AIIB is an Australian owned financial services provider. The company commenced operations based in Parramatta NSW in 1988 and in Newcastle NSW in 2005.

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