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With ANZ, you choose how much you want to be involved in managing your portfolio. For peace of mind, we offer a comprehensive portfolio management service. This means we:
- Provide comprehensive portfolio reports on your investments and their performance.
- Help you to take care of all the investment paperwork, which makes things like completing your tax return as simple as possible.
- Monitor and re-balance your portfolio regularly to help make sure your asset mix matches your chosen profile as markets move and investments change in value.
Alternatively, you may find that once you've established your portfolio, you only need to review it occasionally, such as once a year.
Terms and fees apply.Your Financial Adviser will discuss your choices before you implement your investment, and the fees associated with this service.
A copy of the Bank’s General Disclosure Statement, the Bank’s Disclosure Statement prepared under the Securities Markets Act 1988, and a Financial Adviser’s Disclosure Statement are available from a Financial Adviser, free of charge.
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