Financial advice

Whatever your goals, we can help you achieve them with financial advice tailored to your needs.

Getting financial advice

When it comes to investing, getting started can often be the hardest step. That’s why we offer free advice from our financial advisers.

Everyone can benefit from good financial advice. Whether you’re just starting out or you’re an experienced investor, it’s important to have a plan.

Our financial advisers can help you:

  • Gain clarity on your financial goals and timeframes.
  • Provide a reality check.
  • Understand your attitude to investment risk.
  • Recommend options to help you make the most of your savings.

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How we’ll work with you

Tailored advice

Our financial advisers will work with you, offering advice and recommendations that are designed around your individual financial situation, stage of life, and savings goals. If you’re looking to invest, we’ll complete a risk profile so we can recommend investment solutions that you’re comfortable with, and that match your tolerance for investment risk.

Clear, straightforward communication

Once they have a good understanding of your needs and goals, they’ll provide you with written advice setting out their recommendations. This explains what they’ve recommended and why.


Once your investments are set up, they’ll contact you each year to offer you an annual review. It’s a good opportunity to discuss your financial situation and to make sure your investments continue to meet your needs. Of course, you can also get in touch at any time.


Retiring or selling your business?

If you are thinking of selling your business or retiring, it becomes even more important to ensure that:

  • You are making the right choices for your money.
  • Your money can continue to work hard and grow during your retirement.
  • You have long-term plans, possibly including the next generation or generations.

Talk to an ANZ financial adviser

If you wish to speak to an external financial adviser, call 0800 736 034 and we’ll put you in touch with one.

Important information

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.

Our financial advice provider statement has some important information you should know about ANZ and our financial advice services. Please take the time to read it.