Our specialist services are designed to provide you with the information and support you need to manage the risks associated with achieving your goals. They include insurance and estate planning.
With access to approved insurers with world-class policies, your ANZ Private Banker has access to the best cover for your requirements. Our range of insurance options includes:
- fire and general insurance
- life insurance
- trauma/critical care insurance
- income protection insurance
- permanent and temporary disability insurance.
Estate planning provides a practical and flexible structure to help you manage your risks and protect your future. Your ANZ Private Banker will help you identify your options, which could include:
- ownership structures such as family trusts
- enduring powers of attorney
- tenants in common versus joint tenancy
- matrimonial agreements
- "on demand" loans.
For more information on ANZ Private's specialist services:
A copy of our Reserve Bank Disclosure Statement is available on this website or on request from any ANZ branch, free of charge. If you have a Private Banker, you can also request a copy of their Authorised Financial Adviser disclosure statement, prepared under the Financial Advisers Act 2008.
In providing this information, we have not taken into account your personal financial situation or goals. Terms and conditions, eligibility, fees, lending criteria and charges apply to the services listed.