Our team of experienced Investment Specialists will work with you to develop an investment strategy to help improve your financial wellbeing; one that reflects and responds to what you want in your future.
Each Investment Specialist only works with a small number of clients and you can expect them to provide straightforward investment advice and solutions. They will offer you more than their own knowledge and expertise – they’ll also offer you investment strategies that benefit from ANZ’s extensive resources and global reach.
How it works for you
Your first meeting will focus on understanding what you want to achieve. Your Investment Specialist will discuss your financial and lifestyle goals, your current and future income requirements, and your other financial requirements. They will also work with you to understand your personal attitude to the ups and downs of investment markets.
Using the information discussed at your initial meeting, they’ll work with other in-house teams to develop investment recommendations for you. Depending on your needs and goals, this may range from diversified investment funds to a fully managed investment portfolio.
Your Investment Specialist will meet you to discuss the recommendations and work with you to refine them if necessary. Once you’re comfortable, they’ll implement the recommendations on your behalf. The relationship won’t stop there - we’ll contact you each year to ensure your investments continue to meet your needs.
For more information or to arrange an appointment with an ANZ Authorised Financial Adviser:
Terms and fees apply. Your ANZ Investment Specialist will discuss your choices and the applicable fees before you implement your investment plan.
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.