Saving Is a Good Start.
Growing Your Wealth Takes a Plan.

Many people save consistently, setting money aside month after month. While saving is important, relying on savings alone may not always keep pace with long-term financial goals.

Over time, factors such as inflation, lifestyle changes, and longer life expectancy can affect the real value of money. This is why long-term wealth planning focuses not just on setting money aside, but on how money is structured to grow over time.

This is where a disciplined, long-term approach becomes important.

Our Belief in Long-Term Wealth Planning

We adopt a Disciplined Approach to Long-Wealth Planing.

Discipline Over Prediction

We believe long-term wealth is built through discipline, not by trying to time markets. Our approach focuses on consistency and staying invested through different market conditions.

Structure Creates Clarity

We believe structure brings confidence to decision-making. By planning investments deliberately and diversifying thoughtfully, we help clients stay aligned with their long-term goals over time.

We believe guidance matters most over the long term. Our role is to provide perspective as circumstances change, helping clients stay focused on what matters rather than short-term noise.

Guidance With Perspective

How This Long-Term Wealth Plan Works

AIA Wealth Venture is a long-term wealth planning solution designed to help individuals build their wealth through regular investing, professional fund management, and a structured approach that encourages staying invested over time. It is designed for those who are comfortable committing to a long-term plan and want a more structured way to grow their wealth beyond saving alone.

You invest regularly over an
8-year period

Your contributions are invested into professionally managed funds

The plan includes built-in bonuses, such as welcome and long-term bonuses, to support consistency and commitment

After the contribution period ends, your investment can remain invested to continue growing over time

Disciplined Stewardship, Trusted at Scale.

Our approach to long-term wealth planning is grounded in disciplined stewardship. We actively manage investments with a long-term horizon, focusing on risk management, consistency, and delivering value for policyholders across different market conditions.

Market Leadership & Scale

AIA is a market leader in Singapore’s ILP fund space, with assets under management of approximately S$16.2 billion as of 31 October 2025, reflecting long-standing trust from policyholders and investors.

How Investments Are Managed

Investments are actively managed with a focus on risk management, diversification, and staying invested over the long term. This approach is designed to adapt to changing market conditions while remaining anchored to long-term goals.

The chart shows historical income and return figures against selected peers, based on data as of the dates shown.

Competitive Track Record

Start a Wealth Planning Conversation

Includes structured bonuses of up to 35% on annual premiums, designed to support long-term commitment and consistency.

Frequently asked questions

Is this approach right for me?

This may be suitable if I have a stable income and I’m thinking seriously about planning my wealth over the long term. It’s designed for those who are comfortable with commitment and prefer a structured, guided approach rather than short-term investing.

How long do I need to commit for?

Long-term wealth planning works best when time is allowed to do its work. This approach is structured around an initial contribution period, with the flexibility to remain invested beyond that to support longer-term goals.

How does this fit with my existing savings or investments?

This approach is often used as part of a broader financial picture. An advisor can help me assess how it complements my existing savings, CPF, or investments, rather than replacing them entirely.

How do I get started?

The first step is simply a conversation. By understanding my goals, time horizon, and overall financial situation, an advisor can help me decide whether this long-term approach is suitable before I make any decisions.

INFORMATION IS UPDATED AS OF 20 MAY 2024. “CO ORGANISATION” is an authorised representative of AIA Financial Advisers Private Limited (AIA FA) (Company Registration No. 201715016G).

This is not the official website of AIA Financial Advisers Private Limited (AIA FA) (Company Registration No. 201715016G) Nothing on this website should be regarded as an offer or solicitation to sell insurance products in any country to any person to whom it is unlawful to make such an invitation or solicitation in such a country.” Terms of Use. (1) All trademarks, service marks, trade names, product names, icons and logos of AIA and AIA FA are owned by AIA and may not be used without prior written permission from AIA. (2) All AIA products and services referred to in this website (or linked thereto to the website) known as www.coadvisory.com are offered only in countries where such products and services may lawfully be offered by AIA Singapore and the materials on the said Organisation Website are not intended for use by persons located in or resident in, countries that restrict the distribution of such materials. (3) Neither the Organisation Website nor the link to the products or services on AIA’s corporate website should be regarded as an offer to sell or a solicitation to buy any insurance product or other products or services of AIA and AIA FA in any country to any person to whom it is unlawful to make such an invitation or solicitation in such country. (4) No warranties regarding non-infringement of third party rights, security, accuracy, fitness for purpose, merchantability or freedom from computer viruses in the Organisation Website or the AIA corporate website (linked thereto) are given by AIA and AIA FA.