Our fees - Private Bank

Our fees

Your initial meeting with ANZ Private Bank - 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 Securities Markets Act 1988, which is available on request, free of charge.

More information

For more information on ANZ Private Bank service fees:

Contact an ANZ Private Banker

Enquire online

Full details of all products, including fees, terms and conditions, investment statements (where applicable) and lending and eligibility criteria, is available from your Private Banker together with your Private Banker's personal disclosure statement prepared under the Securities Markets Act 1988, which is available free of charge.

A copy of the Bank's General Disclosure Statement and the Bank's Disclosure Statement prepared under the Securities Markets Act 1988, is available on request from any ANZ branch, free of charge.