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ANZ Financial Advice

Enjoy the lifestyle you want now and in the future. Spend more time with your family, discover new hobbies, or unwind in your holiday home. An ANZ Financial Adviser can develop a tailored financial plan to help you get there.

Request an appointment with an ANZ Financial Adviser

Why do I need financial advice?

Everyone wants to make the most of their money but we're all different - which means everyone's financial situation is different. It's great getting tips from family and friends, or through financial articles online - but what works for one person won't necessarily work for you.

That's why it helps to turn to a professional. ANZ Financial Advisers recognise that every person is unique, which means they'll take the time to understand your current financial position and specific needs - and deliver a tailored financial strategy that keeps you and your goals front of mind.

Who is it suitable for? 

ANZ Financial Advisers can help with complex wealth needs so if you have a combined household income of more than $250,000, or savings and investments of more than $500,000 (excluding your family home), an ANZ Financial Adviser can offer bespoke advice built on their expertise, helping you achieve your life goals.

If meeting with a financial adviser isn't quite right for you, we'd still like to support you to manage your money. The ANZ Financial Wellbeing Program can help you get on top of your finances and plan for the future.

Why should I choose ANZ? 

All our advisers are accredited, experienced and trained to industry standards. They keep your interests front of mind, so you'll only be recommended solutions that best suit your financial needs. 

No cookie cutter approach, no hard sell and no bias to ANZ's financial products. Our financial advice is thorough, considered, and informed by our experience and expertise. We'll work with you on your unique financial needs, helping to set you and your family up for the future.

Your first meeting with an ANZ Financial Adviser is free of charge and without obligation. You'll be matched with an adviser with expertise in the specific services you're interested in. They'll take the time to get to know you, your current financial situation and where you want to be. From there they’ll quote how much tailored advice will cost, based on your specific needs and the complexity of your situation. 

How valuable is financial advice?

Good advice comes in handy. But great advice - that's priceless. With ANZ Financial Advice, you're not getting advice centred on the short term, we focus on the bigger picture.

Financial freedom looks different to everybody. You might want to retire early to road trip across Australia. Or pay off your home loan quicker to be debt (and stress)-free. Or you may want to build wealth so you and your children can be financially independent. Whatever your goals, we'll work on a plan to help you get there. 

If you choose to go ahead after your first complimentary appointment, your bespoke plan will be thoroughly researched and detailed, helping you to achieve your goals.  We'll be transparent about how we've come to our recommendations, taking into account: 

  • strategies that suit your needs and goals 
  • your appetite for risk 
  • where to invest for the estimated best returns 
  • opportunities in the current market
  • research into fund managers - their insights, reports and recommendations  
  • protecting the wealth you've accumulated
  • types of investments available e.g. ethical funds, overseas investments, managed portfolios etc
  • projections of potential growth and returns 
  • comparisons to other key products
  • alternative strategies 
  • product fees 

What can an ANZ Financial Adviser help me with? 

Debt management 

Understand the difference between good and bad debt. Maximise the good to increase your wealth - and learn how to pay off the bad sooner. 

Personal insurance 

Take care of your family's financial wellbeing if the unexpected happens. Consider life or income protection insurance and gain peace of mind with the right cover in place. 

Superannuation

Get yourself set up with the right investment mix to increase your superannuation and enjoy the retirement you dream of.

Investment 

Tailored investment advice that suits your current financial situation, specific needs and where you want to be later in life. 

Retirement 

Understand your retirement income needs and make the most of what you have to see you through retirement comfortably.

Aged care 

Explore your options to make an informed decision for you or a loved one. Structure an aged care funding plan, consider tax implications and protect your investments.

What's the process?

Reach out

Complete our financial advice form so we can understand your goals. We'll be in touch within two business days for a consultation and to set up your appointment. 

Approx. time: 5 minutes to complete the form

Get started today

Meet with us

Your free initial appointment could last a few hours, depending on how complex your needs are. We’ll discuss your financial needs, cares and worries, the services which might suit you and costs involved.

Approx. time: 3 business days+, depending on availability

Next steps

We’ll develop your tailored plan in collaboration with our specialists and professional partners. We'll then present these recommendations and implement your plan, reviewing your progress as agreed with you. 

Approx. time: A minimum of 4 weeks to present our recommendations 

Having difficulties with the form?

If you can't complete the online form, call us on 1800 789 550 from Monday to Friday, 9am to 5pm (AEST). 

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ANZ Private Banking & Advice - Financial Services Guide (PDF 1MB)

ANZ Financial Advisers are representatives of ANZ, the holder of Australian Financial Services Licence number 234527.

This information is of a general nature and has been prepared without taking account of your personal objectives, financial situation or needs. Before acting on the information, you should consider whether the information is appropriate for you having regard to your objectives, financial situation and needs.