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.
Insurance
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
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
- wills
- enduring powers of attorney
- tenants in common versus joint tenancy
- matrimonial agreements
- gifting
- distributing
- "on demand" loans.
More information
For more information on ANZ Private's specialist services:
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.
