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Financial advice tips and guides

Make the most of your finances to give you and your family a better future. Choose from a category below to learn what you need to reach your life goals.

Latest articles


End of Financial Year advice

This tax-return season, Australians will have to take into account a global pandemic that was already impacting the economy on 1 July 2020 and continued to do so for the next 12 months.



So you've come into some money

Coming into a large sum of money can, of course, be exciting, but it’s also something that requires additional planning to help make your money last.



How to help your kids buy a home

Gifts, loans, partnerships and guarantors, there are numerous ways to help your kids get on to the property ladder. Here are some of the considerations to be made before you lend a helping hand.  


The basics


ANZ Annual Global Market Outlook 2021

Long-term outlook remains cloudy but 2021 provides rays of optimism.



Financial advice FAQs

Financial advice can help you identify and achieve your financial goals. Read more as we answer your most commonly asked questions.



Five questions to ask a financial adviser

The first meeting with a financial adviser can feel daunting but you can get the most out of it with these five questions from ANZ’s Financial Adviser, Kon Mavrikios.


What does a financial adviser do?

Whether you want to save for a house or invest your money, a financial adviser can develop a tailored and practical plan for your needs.


Is it worth paying for a financial adviser?

What is a financial adviser, and who are they for? Learn why it might be worth paying an adviser to help you reach your financial goals.


How much does a financial adviser cost?

When choosing a financial adviser, the price of their services may be one of the biggest factors in your decision.



How to invest during volatile times

In periods of uncertainty the best investors know how and why to stay the course. These are our top tips for investing in times of volatility.



What are your investment options?

Learn about your investment options and what you should consider before investing.  


Is property the right investment for you?

When it comes to entering the property market it's important to take the emotion out of it, and ensure the move aligns with your overarching financial goals.


Should you invest during a recession?

Just as farmers consider the seasons when deciding on what crops to plant, sensible investors factor in economic cycles when making investment decisions.


How well does your portfolio stack up?

2021 offers you an opportunity to review your portfolio and ensure your investments are working as hard as you are to meet your goals.


How to invest money: getting started

Build your wealth, fund your children’s education or create a nest egg for retirement. Investing could maximise your money.


Real stories


What our customers say: Darrell & Myra

Darrell and Myra, from Queensland, sought financial advice from ANZ six years ago - and haven't looked back since. 



What our customers say: Anne & Manuel

A health scare compelled Anne and Manuel, from WA, to seek out financial advice to help plan for their retirement.



How Maggie managed her lotto win

How would you deal with sudden wealth? Maggie Kerr couldn’t believe her luck when her Lotto numbers came up. Read her story.  

Your children


How to invest for your children's future

Investing on behalf of your children can give their financial future a head start, but what are the best ways to save and invest for them?



Budgeting for private school

With tuition fees on the rise, the earlier a family prepares for private schooling fees, as well as associated extras, is crucial to avoid financial disruptions.


Your personal finances


Financial advice for your 30s

Once you hit your 30s, it’s advisable to rethink youthful spending habits and start managing your money in a more mature manner.


Planning for retirement


How to make the transition to retirement

Have a plan in place so that when the time comes to retire, it’s as seamless as possible. Here are our tips to help get you there. 



Protecting your retirement plan

Planning for retirement can seem like a daunting task. But when broken down into manageable steps, you’ll find it’s a lot more achievable.



Downsizing to support retirement

Downsizing may provide an opportunity to tap into accessible money, which if handled well, could support a more comfortable retirement.


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.

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Learn more about ANZ Financial Advice

Enjoy the lifestyle you want now and in the future. An ANZ Financial Adviser can develop a tailored financial plan to help you get there.

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