ANZ Private

We offer three investment services, depending on the needs of our clients. From a fully managed portfolio to a more hands on approach, it’s your choice.

You can enjoy the ease and convenience of our Discretionary Investment Management Service. Your Private Banker will work with you to identify the right investment strategy for you, and once agreed, our award-winning investment management team will manage it on your behalf.

We stay in touch to make sure your portfolio continues to meet your personal and financial goals. You’ll also receive regular reporting and access to your portfolio online, making it easy to keep on top of your investments.

You can make your own decisions on investments using our Trading Service, and then we execute these decisions for you. We’ll also keep you up to date on new investment opportunities as they come to market.

If you choose to hold your investments in custody with us, we provide a comprehensive administration service that includes income collection, tax deduction, regular reporting and end-of-year tax summaries.

Below are some suggested websites to help with your stock selection decisions:

You have the flexibility to select your own asset allocation, including asset classes and weightings. You can also benefit from our decision-making and asset class management expertise.

For more information about what it means to be a wholesale investor, please contact us.

ANZ Investments is New Zealand’s largest private sector funds management and KiwiSaver scheme provider—. We manage more than $35 billion— in investments for over 650,000 investors throughout New Zealand. Our award-winning investment management team has more than 20 investment professionals and collectively over 300 years of experience.

We take an active approach to investing, which means we use our experience to monitor local and global markets and aim to select high quality investments that we believe will perform strongly over the long run.

If a loan is part of your plan to build wealth, we can help. We can structure lending solutions from the simple to the complex to help you achieve your goals.

Whatever your situation may be, we can put together a personal home loan solution to suit you. Your Private Banker will work with you to identify the best option to fund your home loan, and help you get mortgage free faster.

Whether adding to your investment property portfolio, restructuring your existing loans, or financing a new venture using the equity in your existing properties, your Private Banker will work with you to identify and arrange the most appropriate funding solution.

Your time is precious, so we’ve got a dedicated team to look after your day-to-day banking and transactional needs. Our Private Client Services team, based in New Zealand, is here to provide a premium end-to-end service that complements the relationship you have with your Private Banker. 

Enjoy the benefits of an ANZ Private Current Account, which gives you the flexibility to bank the way that suits you best. 

We offer an extensive range of credit cards to suit different needs, including cards that reward you with cash or Air New Zealand Airpoints, as well as our Platinum cards. We also offer an ANZ Visa Debit card that you have the option to personalise through MyPhoto card**. 

When you need assistance with international transactions you’ll have access to our full range of international banking services, including:

• Foreign exchange transactions
• Foreign currency accounts

As well as the services of your Private Banker you’ll have access to all of your accounts through ANZ Internet Banking, ANZ Phone Banking and the ANZ goMoney mobile app. Our Private Client Services team can set up all of your digital banking services so you can enjoy the convenience of round-the-clock access.

Banking online and over the phone is even easier with our step-by-step guides and videos. Check out our guides to easier online banking and discover the full range of features at your fingertips.  

Portfolio View is a visual dashboard that gives you an overview of your portfolio at a glance, and if you want more information you can run a range of portfolio reports. You can also view other investment information including market updates, weekly snapshots, fund fact sheets and video content such as profiles of companies we invest in.

If you’d like help getting set up, or have any questions on how to use any of our digital banking services, give us a call on 0800 500 588 (Monday to Friday 8.30am – 5pm).

**There are some restrictions around which image you may upload if you don't choose one of our gallery images. See our full MyPhoto image criteria.

We give you access to our full range of specialist expertise, offering tailored solutions to suit your unique situation. 

Insurance is an important part of effective wealth management, and we have a range of solutions to help – from our life and living insurance, specialised business and agribusiness solutions, to a range of general insurance.

Even if you’ve already made arrangements, it’s important to regularly review your circumstances to ensure you have the right coverage in place to ensure you, your family and your lifestyle are protected.

Your Private Banker can refer you to a specialist Insurance Adviser to talk about your insurance needs.

Our migrant clients benefit from a team of dedicated Private Bankers located throughout New Zealand. We also have the only dedicated Asian Private Banking team in the country, who can work with you in your preferred language to help with all your financial needs.

Through our established partnership with Immigration New Zealand, we help you meet the requirements for the Investor and Investor Plus categories. Our team is focused on helping you establish and manage an appropriate investment portfolio, and help you settle in New Zealand successfully.

We also run ongoing events throughout the year giving you the opportunity to build your social and business networks.

Managing a family’s existing needs, while preparing the next generation to become custodians of its legacy, comes with many complex challenges - all of which we can help you navigate, both confidentially and discreetly.

We already work with many of New Zealand’s highest net worth families in a direct capacity, in partnership with their Family Office, or as part of a wider group of professional advisers. Our approach is to build lasting relationships by working with you to understand your family’s unique situation.