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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, personalised 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, and recommend options to help you make the most of your savings.

Call us today

0800 269 238 (0800 ANZ ADVICE)

How we’ll work with you

  • Personalised 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.

  • Follow-up
    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.

What's next?

Talk to an ANZ financial adviser

0800 269 238

(0800 ANZ ADVICE)

Weekdays, 8:30am - 5pm

   

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

An ANZ financial adviser will, on request and free of charge, provide you with his or her disclosure statement prepared under the Financial Advisers Act 2008. Call 0800 269 238 to request a copy.

ANZ New Zealand Investments Limited is the issuer and manager of the ANZ KiwiSaver Scheme, the ANZ Default KiwiSaver Scheme and the ANZ Investment Funds. Important information is available under terms & conditions. Download the guide and product disclosure statement.