ANZ New Zealand

What to expect at your appointment*

It’s a two-way process.

Your appointment with an ANZ Financial Adviser will depend on whether you want a comprehensive financial plan, an investment-only plan, or a risk plan.

The stages you will work through are:

Discovery

An ANZ Financial Adviser will take the time to get to know you and understand your current financial position as well as your aspirations.

Strategy

Using the information gathered, your ANZ Financial Adviser will develop a financial strategy based on your individual needs, then structure a financial plan to help meet those needs.

Recommendations

You will be provided with a written report that outlines your current position, a recommended financial strategy and details of any applicable fees.

Implementation

Once the plan is 'fine-tuned' to your satisfaction and approval, your ANZ Financial Adviser can help you implement it.

Review

As your life changes, it may be necessary to review your plan and make the necessary adjustments, so your strategy stays on track.

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.