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ANZ Financial Planning - Investments & advice
ANZ Financial Planning
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.
Qualifications and experience
All ANZ Private Wealth 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.
ANZ offers many years of advisory experience in the banking and insurance fields and in other reputable financial institutions. You can be sure you're getting sound financial advice based on both knowledge and experience.
Reliability and size
When you work with an ANZ Private Wealth 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 to stay 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 ANZ Private Wealth Adviser) to the skills and expertise of other financial specialists within ANZ.
Selection
ANZ offers a range of managed funds which are manufactured and managed through the ING joint venture. While we can't provide you with access to every investment product available, we do offer a broad range of investments.
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.
Our relationship with ING (NZ) Holdings Limited
ANZ National Bank Limited has an exclusive relationship with ING Insurance International B.V (ING Group) where we've set up a joint venture company ING (NZ) Holdings Limited.
This company is responsible for manufacturing and managing the majority of the managed funds offered through ANZ Wealth. The Bank owns 49% of this company and ING Group owns 51%.
More information
For more information or to arrange an appointment with an ANZ Private Wealth Adviser:
Call 0800 ANZ ADVICE (0800 269 238)
A copy of the Bank's General Disclosure Statement and the Bank's Disclosure Statement prepared under the Securities Markets Act 1988, and a Private Wealth Adviser’s Disclosure Statement is available from a Private Wealth Adviser, free of charge.
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