Specialist services - Private Bank

Specialist services

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 Bank specialist services:

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.