Our private wealth management approach

ANZ Investments is one of New Zealand’s largest fund managers, managing more than $30 billion for investors throughout New Zealand. 

ANZ Investments’ experienced investment management team has a focus on long-term performance and follows a consistent and disciplined process for managing investments. 

We offer different investment approaches, depending on your needs. From a fully managed portfolio or fund to a more hands-on approach - it’s your choice.

Enjoy the ease and convenience of our Discretionary Investment Management Service or ANZ Investment Funds, this means:

• Your Private Banker will work with you to identify the right investment strategy for you, and once agreed, our investment management team will manage it on your behalf.
• We stay in touch to make sure your investment continues to meet your personal and financial goals.
• You’ll also receive regular reporting and access to your investment online, making it easy to keep on top of your investments.

Make your own decisions on investments using our Trading Service, and then we execute these decisions for you, this means:

• Your investments will be held in custody with us.
• We provide a comprehensive administration service that includes income collection, tax deduction, regular reporting and end-of-year tax summaries.

For more information to help with your stock selection decisions:

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

Whatever your situation may be, we can put together a 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.

Many of our clients are principals in the professional services or medical industries, so we understand the complexities of buying into partnerships or practices. Your Private Banker will work with you as you transition to ownership and assist you with a funding package that meets your needs.

Your Private Banker will work closely with your Business Manager to ensure your personal and business facilities complement each other, providing you with a comprehensive solution to meet all your banking needs.

We offer an extensive range of credit cards to make everyday purchases easy. From cards that reward you with cash or Airpoints™, to the exclusive privileges of our Platinum cards.

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, provides a premium end-to-end service that complements the relationship you have with your Private Banker.

Enjoy the benefits of an ANZ account, which gives you the flexibility to bank the way that suits you best. We also offer an ANZ Visa Debit card with 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 your accounts through the ANZ goMoney app, Internet Banking, and Phone Banking. Our Private Client Services team can set up all 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, which show you the full range of features at your fingertips.

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 wealth management. We work with trusted insurance partners to find solutions that can help financially protect your loved ones and your assets. We also work with a specialist insurance provider for business and agribusiness.

Even if you already have insurance, it’s important to regularly review your circumstances to ensure you have the right level of cover in place.

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

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.

Our team is focused on helping you establish and manage an appropriate investment portfolio and assist you in settling in New Zealand successfully. We run ongoing events throughout the year giving you the opportunity to build your social and business networks.

By working very closely with Invest New Zealand and Immigration New Zealand, we can help you meet the requirements for the Active Investor Plus Visa – New Zealand’s equivalent to a golden visa.

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.

ANZ has a strong presence in Asia and we can leverage our connections to assist our migrant clients as needed.

Typically our clients have either:

• At least $1.5 million to invest
• Significant lending with a personal annual income of $400,000 or more—.