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.

Have your investments managed for you

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.

Manage your own 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:

• New Zealand Stock Exchange (NZSX)
• NZX Debt Market (NZDX)
• Australian Securities Exchange (ASX)
• ANZ Economics and markets research

Wholesale investment services

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.

A proven investment approach

ANZ Investments is New Zealand’s largest fund manager^disclaimer, with over NZ$28 billion in funds under management. Our award-winning investment management team has more than 20 investment professionals and collectively over 250 years of experience.

We take an active approach to investing, which means we continually monitor the markets to identify what we believe are the best opportunities to optimise your portfolio. Our active investment management approach is designed to deliver superior investment returns than a particular index or market over the long term.

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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.

Personal home loans

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.

Investment property loans

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.

Commercial property loans

If direct commercial property is an attractive investment option for you, we can help fund your first and subsequent purchases. We can also help refinance your commercial property at competitive rates.

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Your dedicated Private Banker is on hand to help you manage all your needs, from everyday transactions to international banking services and more.

Day to day banking

As an ANZ Private client you’ll enjoy the benefits of an ANZ Private Current Account. With no monthly account or transaction fees, this account gives you the flexibility to bank the way that suits you best.

Everyday spending

We offer an extensive range of credit cards to make everyday purchases easy. From cards that reward you with cash or Air New Zealand Airpoints, to the exclusive privileges of our Platinum cards. We can assist you through your application to make the process simple.

We also offer an ANZ Visa Debit card that you have the option to personalise through MyPhoto card. Find it easily in your wallet and make purchases using funds from your everyday or savings account.

International banking services

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
• Foreign exchange hedging

24-hour access

As well as the services of your Private Banker you’ll enjoy the convenience of round-the-clock access to all your accounts via phone, internet, our goMoney mobile app and mobile wallets.

ANZ also has conveniently located ATM facilities in New Zealand and around the world (some service charges may apply).

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

Life and general insurance

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.

Migrant investors

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.

Family Office

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.

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