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Financial advice

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

Getting financial advice

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. A financial adviser can help you gain clarity on your financial goals and timeframes, provide a reality check, understand your attitude to investment risk, and recommend options to help you make the most of your savings.

Speak to your financial adviser

Or contact us on 0800 736 034 and we'll put you in touch with one.

How a financial plan can help you

Having a financial plan can help you achieve your goals. A good financial plan should help you:

  • Identify your financial goals and timeframes 
  • Identify your tolerance for risk 
  • Align your spending with your goals 
  • Track your progress 
  • Consider ways to make the most of your money 
  • Be more confident with your money

A financial adviser can help you put together a financial plan. They 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, they’ll complete a risk profile so they can recommend investment solutions that you’re comfortable with, and that match your tolerance for investment risk.

ANZ New Zealand Investments Limited ('ANZ Investments') is the issuer and manager of the OneAnswer KiwiSaver Scheme, OneAnswer Multi-Asset-Class Funds and OneAnswer Single-Asset-Class Funds (together the 'schemes').

Important information is available under terms & conditions. Download the guide and product disclosure statement.