Stability from Australian Investment & Insurance Group

Your family financial planner

Being open to advice is a great start

Welcome to Australian Investment & Insurance Group

At Australian Investment & Insurance Group (AIIG) our team assists people like you to make decisions about their future.

The relationships we maintain with our clients help them feel confident about their financial security now and in the future. We take the time to listen and understand what’s important to you.

We look at your situation and provide you with a solution. We do this by providing advice across all life stages by using strategies for investments, superannuation, insurance, mortgages, retirement and aged care.

As your family financial planner we are very approachable and enjoy meeting people to see if we are in a position to help. We love to support those who are open to advice, from starting out right through to retirement. Whatever stage of life you are in, ‘stability’ is the key.

Our Process

Our financial planning process involves developing strategies to help you manage your financial affairs allowing you to build and protect wealth, enjoy life and achieve financial security. Typically we use a process of setting your goals with you, and then we work out what you need to do to achieve those goals.

Financial Advice

Australian Investment & Insurance Group is not tied to any provider of products or services. This ensures that all our clients receive the most appropriate advice with respect to their goals, objectives and financial requirements.

So how do we help with your goals?

We have been assisting people just like you achieve their financial goals since 1994. We develop a strategy and research and analyse product options suitable for your personal situation to enable you to reach your savings or income goals. We then communicate these options to you in a straight forward conversation all supported by written documentation.


Laying the foundations

Create strategies around:

  • Growing your superannuation
  • Self managed superannuation
  • Investing for growth
  • Investing for income
  • Planning for retirement
  • Transitioning to retirement
  • Centrelink
  • Aged care
  • Estate planning

Accelerating wealth

Invest in assets:

  • Managed funds
  • Shares
  • Property trusts
  • Income & fixed interest investments
  • Direct property

Protecting what you have

Set-up personal and business insurances:

  • Why do I need personal insurance
  • Income Protection Insurance
  • Life Insurance
  • Total & Permanent Disablement
  • Trauma / Recovery / Crisis Insurance
  • Keyperson Insurance
  • Business Insurance

Obtaining finance

Loan types we can help with:

  • Home Loans
  • Construction Loans
  • Investment Loans
  • Personal Loans
  • Car and Asset Finance Loans

Meet Our People

We are very happy to introduce you to our team of experienced financial advisors and enthusiastic support staff, all of whom are committed to helping you achieve your financial goals.

Steven Wood

Senior Financial Planner &
Authorised Representative
Dip. Fin Services. and Dip. Finance and Mortgage Broking Management

Warren Halfpenny

Senior Financial Planner &
Authorised Representative
Dip. Fin Services and Dip. Financial Planning

Ann-Marie Caruana

Administration Support

Lucy Simeone

Office Manager

For Advisers

If you are interested in progressing your career as a Financial Planner and have been looking for a place to thrive, we would love to hear from you.

Strategic Alliances

As a part of our service, we have referral relationships with like-minded businesses regarding specific services. This is to ensure you’re being looked after in all aspects of the financial planning process.

These businesses are experts in: General Insurance, Wills & Estate Planning & Accounting & Tax Advice

Feel free to chat with us if you would like to hear more about or, be placed in contact with one of these businesses.

Accounting & Tax Advice

Wills & Estate Planning

General Insurance