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Once they've met with you, your ANZ Financial Adviser will draw up a detailed financial plan.
This may be:
- A comprehensive plan, providing recommendations for investment, wealth protection and insurance - even general tax and estate planning information.
- An investment-only plan, providing an investment strategy and specific product recommendations.
- A risk plan, covering insurance options and recommendations.
Whichever you choose, the advice you get will be specifically tailored for you, and any recommendations will be designed to help you achieve your financial goals while being consistent with your attitude to risk.
Once your plan is in place, your ANZ Financial Adviser will stay in touch and continue working with you to help you achieve your financial goals, using your financial plan as the guide.
They'll also keep you up to date on how your investments are performing, with regular statements from the fund managers. Plus, you'll receive a quarterly magazine, which includes informative market commentary and performance reports on all our funds.Contact an ANZ Financial Adviser.
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