Financial Planning
AIB’s strategic partners can provide expert advice and assistance with the following;
- Life Insurance
- Income Protection
- Keyperson Insurance
- Buy/Sell insurance*
*Our in-house legal services can also assist in the provision and drafting of Buy/Sell Agreements.
Other Services Include
- Wealth Management Solutions - specialising in Superannuation
- Estate Planning & Asset Protection
- Retirement Planning
- SMSF's
- Trust Deed Reviews
- Death Binding Nominations
- Corporate Superannuation Plans for Business Owners
- Reviewing retail superannuation products
- Industry funds
- UK Pensions & USA IRAs / 401(k)