Our ANZ Investment Specialists can provide you with an investment planning and discretionary investment management service.
Your ANZ Investment Specialist will meet with you in person to gain a good understanding of your needs. Based on that, we will devise an astute, personalised investment strategy that fits with your individual circumstances, financial goals and your attitude to investment risk.
We’ll implement your agreed investment plan for you, providing you with a comprehensive portfolio management service.
As part of our Investment Management Service, we will:
- monitor and re-balance your investment portfolio as markets move and investments change in value, so that your asset mix remains in step with your goals and chosen risk profile
- provide full reports on your investments and their performance
- help you take care of all the investment paperwork.
For more information or to arrange an appointment with an ANZ Investment Specialist:
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 the 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 and any Investment Specialist Disclosure Statement is available from an ANZ Investment Specialist, free of charge.