Starting an investment portfolio, or growing your wealth through a managed fund, 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 can be the hardest, but most important, step. That’s where ANZ’s team of authorised financial advisers can help.
How we’ll work with you
Personalised advice - Our authorised financial advisers will work with you, offering advice and recommendations that are designed around your individual financial situation, stage of life and investment goals. If you’re looking to invest, we’ll complete a risk profile, so we can recommend investment solutions that you’re comfortable with, and that match your tolerance for investment risk.
Clear, straightforward communication - Once we have a good understanding of your needs and goals, we’ll provide you with written advice setting out our recommendations. This explains what we have recommended and why.
Follow-up - We’ll contact you each year to offer you an annual review. It’s a good opportunity to discuss your financial situation with one of our advisers and to make sure your investments still meet your needs.
Depending on your investment needs we have the following advice options:
An over the phone service, our Wealth Direct team can provide you with advice to help you achieve your financial goals.
Get started on the path to financial freedom now – talk to an ANZ Authorised Financial Adviser today.
For more information or to arrange an appointment with an ANZ Authorised Financial Adviser:
Terms and fees apply. Your ANZ Authorised Financial Adviser will discuss your choices and the applicable fees before you implement your investment.
A copy of ANZ Bank's General Disclosure Statement under the Reserve Bank of New Zealand Act 1989 is available on this website or on request from any ANZ branch, free of charge.
An ANZ Authorised Financial Adviser will, on request and free of charge, provide you with his or her disclosure statement prepared under the Financial Advisers Act 2008.