ANZ New Zealand

The ANZ website contains the following categories:

Financial Advice

When to see an ANZ Financial Adviser

When to see an ANZ Financial Advisor

Everyone can benefit from good financial advice, whether you already have money to invest, you want help to start an investment programme or you need to protect the income that will provide you with future investment funds.

So the sooner you see an ANZ Financial Adviser the better. The longer you delay your financial planning, the harder it can be to achieve your long-term goals and future prosperity. Contact an ANZ Financial Adviser near you.

An ANZ Financial Adviser can help when:

  • You need a strategy to help you to achieve your financial goals
  • Your personal circumstances have changed or are about to change, eg starting a new job, leaving your employment, marriage, children, receiving an inheritance or buying a home
  • You want to know how much you'll need for retirement to support the lifestyle that you currently enjoy
  • You've been thinking about investing long term, but are not sure how to start
  • You've insured your home, car and health, but haven't insured your income
  • Your existing life insurance isn't sufficient to protect your family
  • You're retiring and need to ensure that your nest egg works hard for you.

 

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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