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

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.

What's next?


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

ANZ New Zealand Investments Limited is the issuer and manager of the ANZ KiwiSaver Scheme, the ANZ Default KiwiSaver Scheme, the OneAnswer KiwiSaver Scheme, the ANZ Investment Funds, the OneAnswer  Multi-Asset-Class Funds and the OneAnswer Single-Asset-Class Funds.

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

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.