Explore your business’ current financial situation and goals for the future with an ANZ Business Specialist.
An A-Z Review is a complimentary one-on-one session with one of our business specialists. They'll explore your business’ current financial situation and goals for the future in order to identify a solution that suits your business.
No matter what stage your business is at, from start-up to expansion and maturity, at an A-Z Review we'll explore what's happening in your business and offer solutions based on your specific business needs. These could include:
Ways to make your cash flow more manageable
Loans to finance expansions, new equipment, property, etc
Savings accounts to earn interest on your business' money
Providing easier access to your business' money
Merchant services such as EFTPOS, FastPay and credit card facilities.
You can have an A-Z Review in branch, over the phone, or one of our Business Specialists can come to you. There's no cost and no obligation - and you don't even need to be an existing ANZ customer to benefit from this free, personalised review.
Your A-Z Review involves 3 easy steps:
Finding out what’s important to your business
Your A-Z Review starts with a discussion about your current financial position, priorities and goals for your business. For example, you may find you want to buy new equipment, earn interest on your business’ money or explore better ways of managing debt.
By knowing what’s on your horizon, we could identify where your current banking arrangements may work more efficiently to help you achieve your business goals, both now and in the future.
Reviewing your business banking style
We all form different banking habits over the years. But a few changes to the way you organise your money could make a real difference to your business when life throws surprises your way. We could make it easier to consolidate your banking, streamline your accounts or explore better ways of managing debt. And we may be able to help you avoid some of the fees you currently pay.
Identifying a solution to suit your business
Once your business goals and opportunities have been discussed, we will work with you to get your banking sorted and help you make the most of your finances.
By sitting with a Business Specialist and having an A-Z Review, you’ll be able to explore your current banking, consider your future goals and create an individual plan for your business. This one-on-one conversation will help you identify solutions that may suit your business better.
During your A-Z Review our Business Specialist will discuss your current and future business banking needs. If you require personal advice on matters such as building your savings and investment, preparing yourself for retirement or protecting you and your family, we can organise a time that is convenient for you to meet with an ANZ Financial Adviser.
We can organise for a Business Specialist to visit you, or you are welcome to come in to your local branch. An A-Z Review is a personalised service and is available at any of our branches throughout New Zealand. If it is more convenient, we can also organise for a Business Specialist to conduct your review over the phone. To book an appointment, you can book online, visit your local branch or contact a local Business Specialist.
We understand that every business is unique. We have ANZ Business Specialists available in most branches.
We will discuss your business’ current financial situation; including products you have with us and with other financial institutions, your plans for the future and ways to optimise your business banking.
This one-on-one conversation will help you identify solutions that may suit your business better. Following your A-Z Review you will have an individual business plan based on your current banking and future goals.
The review is straightforward, and should help you with your next financial decisions and provide you with the information you need to move your business forward. Your conversation should take approximately 20-40 minutes.
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.
This material is for information purposes only. Its content is intended to be of a general nature, does not take into account your financial situation or goals, and is not a personalised financial adviser service under the Financial Advisers Act 2008. It is recommended you seek advice from a financial adviser which takes into account your individual circumstances before you acquire a financial product. An ANZ Authorised Financial Adviser will, on request and free of charge, provide you with his or her disclosure statement prepared under the Financial Advisers Act 2008. If you wish to consult one of ANZ's financial advisers, please contact us on 0800 269 296.