We sat down with Financial Planner Sam Kelly to learn what drives him, his tips for managing the rising cost of living, and how he keeps his physical, mental and financial wellbeing in balance.

Umesh Panta is a Senior Financial Planner with AIA Financial Wellbeing. He cherishes close ties to his community through volunteering and values his ability to help improve people’s wellbeing in small but significant ways.

AIA Financial Wellbeing has a fantastic team of financial planners ready to help our customers improve their financial wellbeing with tailored advice that considers personal and financial goals. We sat down with Senior Financial Planner Amanda Jones, to find out more about what fuels her, how she looks after her own wellbeing, and what she has learned from more than 20 years in the industry.

They say every great journey begins with a single step — and yours is just beginning. Here’s how to get on the path to financial freedom at the same time.

The idea of insuring against loss of income is one that has clear value. But many of us neglect to insure our most valuable asset – our income. Income protection could be the answer – so how does it work?

Cash flow is often an issue if you’re self-employed. So understandably, making regular super contributions and paying insurance premiums may not be a high priority.