Investing - Investments & advice

Investing

Finding the most effective way to structure your investments can often be challenging. An ANZ Private Wealth Adviser can help to determine the right options for you.

With ANZ, you choose how much you want to be involved in managing your portfolio. For peace of mind, we offer a comprehensive portfolio management service. This means we:

provide comprehensive portfolio reports on your investments and their performance
help you to take care of all the investment paperwork, which makes things like completing your tax return as simple as possible
monitor and re-balance your portfolio regularly to help make sure your asset mix matches your chosen profile as markets move and investments change in value.

Alternatively, you may find that once you've established your portfolio, you only need to review it occasionally, such as once a year.

Starting an investment portfolio

Starting an investment portfolio is an investment in your future. Whether you want to supplement your income to improve your lifestyle or save for retirement, it's important to start planning now.

Getting started is the hardest, but most important, step.

Investment options

There are many investment options available:

investing directly in cash
investing in shares and property
using a managed fund to invest in a combination of asset classes.

An ANZ Private Wealth Adviser can help to determine the most effective way to structure your investments.

Terms and fees apply. Your ANZ Private Wealth Adviser will discuss your choices before you implement your investment and the fees associated with this service.

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.