Need for advice - Investments & advice

Need for advice

An ANZ Private Wealth Adviser offers you more than their own knowledge and expertise - they also offer you the support, strength and resources of ANZ, a bank with decades of experience, a global network of contacts and an enviable record of financial performance.

When to see an adviser

If you're thinking about the future and the chance to enjoy the good things in life, you may be wondering:

"Am I saving enough?"
"Am I putting my money in the right place?"
"Is my money earning the interest that it should be?"

You may also be asking yourself some of those "What if?" questions:

"What if I get sick and can't work?"
"What if I lose my job?"
"Who's going to pay off my debts if I die suddenly?"

That's when you need professional financial advice, from someone who's going to consider your financial dilemmas and can help you to come up with astute, well thought-out solutions that work for you.

How ANZ can help

ANZ Private Wealth Advisers can help when you:

need a strategy to help you to achieve your financial goals
have changes in your personal circumstances or are about to have changes, eg starting a new job, leaving your employment, marriage, children, receiving an inheritance or buying a home
want to know how much you'll need for retirement to support the lifestyle that you currently enjoy
are thinking about investing long term, but are not sure how to start
have insured your home, car and health, but haven't insured your income
have insufficient existing life insurance to protect your family
are retiring and need to ensure that your nest egg works hard for you.

The longer you delay your financial planning, the harder it can be to achieve your long-term goals and future prosperity. So the sooner you see an ANZ Private Wealth Adviser the better.

More information

For more information or to arrange an appointment with an ANZ Private Wealth Adviser:

Call 0800 ANZ ADVICE (0800 269 238)

Enquire online

Visit your nearest ANZ branch

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.