ANZ New Zealand

Why should you choose an ANZ Financial Adviser?

There are four good reasons for talking to an ANZ Financial Adviser: qualifications, integrity, selection and reliability.

Qualifications and experience

All ANZ Financial Advisers hold, or are studying towards, a financial planning tertiary qualification. This may seem a fundamental requirement, but in New Zealand you don’t need a formal qualification to operate as a financial adviser. Our insistence on tertiary-qualified Advisers is an important distinction that sets us apart from many others in the industry.

Our Financial Advisers also offer many years of advisory experience within the banking and insurance field and in other reputable financial institutions. You can be sure you’re getting sound financial advice based on both knowledge and experience.

Integrity

All ANZ Financial Advisers are on salaries - which means they don’t earn commissions, or any other benefits, from the fund managers they recommend.

This means your Adviser can give you balanced advice and solutions that will help you to achieve your financial goals.

Please Note that ANZ may receive and retain brokerage and commission for investments we arrange on your behalf.

Selection

ANZ offers a range of investment opportunities as well as specialist financial services. While we can’t provide you with access to every investment product available, we do offer a comprehensive range of investment funds and services. As for insurance, we offer a selection from four carefully chosen leading insurance providers, so you can be sure that the product you select closely matches your requirements.

Reliability and size

When you work with an ANZ Financial Adviser as part of the ANZ group of companies, you work with one of Australasia’s largest companies with an international presence.

ANZ has been in New Zealand for more than 160 years and we intend staying around for a good many years to come. What’s more, because we’re part of a wider financial services organisation, you’ll have invaluable access (via your Financial Adviser) to the skills and expertise of other financial specialists within ANZ.

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.