Our fees | ANZ

Your initial meeting with ANZ Private - where we discuss your financial goals and how we can help - is absolutely free. After that, we charge service fees depending on the advice and management services we provide and the types of investment you choose.

Fees summary

Once-only
implementation
fee

This fee covers the costs of setting up your portfolio.

The up-front "entry" fees that some investments charge are rebated back to you.
You don't pay any exit fees.

Ongoing
investment
management fee

An ongoing investment management fee for monitoring and managing your investment portfolio.

Indirect fees

Indirect fees such as brokerage rates apply.

However, we keep these to a minimum through our investment approach, which results in low turnover and therefore low transaction costs.

Reports

You'll be able to see details of all fees in the regular monitoring reports we send you, and in your ANZ Private Banker's disclosure statement, issued under the Financial Advisers Act 2008, which is available on request and free of charge by contacting your Private Banker.

More information

For more information on ANZ Private service fees:

Contact an ANZ Private Banker

Enquire online

Full details of all products, including fees, terms and conditions, investment statements (where applicable), lending and eligibility criteria, and your Private Banker's Authorised Financial Adviser disclosure statement prepared under the Financial Advisers Act 2008, are available on request and free of charge by contacting your Private Banker.

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.