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Financial advice as unique as you

Enjoy the lifestyle you want now and in the future, diversify your investments and plan for your children’s education. A tailored financial plan can help you get there.

Tailored financial advice to suit you

ANZ Financial Advisers recognise that every person is unique, which means we'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.

Is ANZ Financial Advice for me?

ANZ Financial Advice is best suited for complex wealth needs, specifically 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).

If meeting with a financial adviser isn't quite right for you, the ANZ Financial Wellbeing Program can help you get on top of your finances and plan for the future.

Why should I choose ANZ? 

Experience and expertise

You'll be matched with an adviser with expertise in the specific services you're interested in. All our advisers are accredited, experienced and trained to the required regulatory standards. 

No cookie cutter approach

Thorough and considered financial advice, with no hard sell and no bias to ANZ's financial products. 

Complimentary first meeting

Your first meeting is free of charge and without obligation. We'll take the time to understand your needs and financial situation, to quote how much tailored advice will cost.

What' can tailored advice include?

  • strategies to help you achieve your goals 
  • plans to protect your family, income and wealth
  • specific investment and product recommendations
  • projections of your wealth's potential growth
  • comparisons to other relevant products
  • alternative strategies 
  • transparent information about product and advice fees 

Real people, real success stories 

Darrell and Myra's story

“The financial advice we received was very personalized, unique to our particular circumstances and lifestyle. We think we got a far better return on our investment by having an adviser, than trying to do it ourselves.” 

Read more

Anne and Manuel's story

“We would have been lost without our financial adviser. He opened pathways we never knew existed. We're enjoying our lives and not having to worry about finances.”

Read more

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 strategies and 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.

How does it work?

Reach out

If you meet our eligibility criteria, 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

Meet with us

In your free initial appointment, we’ll discuss your values, goals, financial position, and what’s important to you and your family. We'll also provide an overview of our services and how we can best help you.

Approx. time: 1.5 hours for your appointment

Next steps

We’ll develop your tailored plan. We'll then present these recommendations and implement your plan, reviewing your progress as agreed with you. 

Approx. time: 6 weeks to develop our recommendations

Take the next step

Request an appointment with an ANZ Financial Adviser

If you meet our eligibility criteria, complete our financial advice form so we can understand your goals and arrange a consultation.

Get started today


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). 

Financial advice tips and guides

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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.

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