Our services - Investments & advice

Our services

An ANZ Private Wealth Adviser can make a real difference to your financial wellbeing. But remember, they are simply there to advise - you still make all the decisions. The difference is that you'll be more financially informed when you make them.

ANZ Private Wealth Advisers provide financial advice on a broad range of issues affecting the way you live today and the way you want to live tomorrow.

What's on offer?

Once they've met with you, your ANZ Private Wealth Adviser will draw up a plan.

This may be:

a Full Financial Plan, providing recommendations for investments, wealth protection and insurance - even general tax and estate planning information
an Investment-Only Plan, providing advice on specific products
a Personal Risk Management Plan, covering insurance options and recommendations.

Whichever you choose, the advice 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 Private Wealth Adviser will:

help you to identify possible opportunities for tax efficiencies and increased capital growth
implement your plan for you
be available to advise you as your needs change
review your investment and insurance portfolio regularly to help ensure it continues to deliver the best results for you
supply you with a quarterly magazine, which includes informative market commentary and performance reports on all the managed funds offered through ANZ Wealth.

Your ANZ Private Wealth Adviser can help you to plan for your future lifestyle in areas such as:

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.