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What our customers say: Anne & Manuel

March 2021

Article |  1-minute read

A health scare compelled Anne, 74 and Manuel, 63, from WA, to seek out financial advice to help plan for their retirement.

“We would have been lost without our financial adviser.”

Anne and Manuel, a retired couple from Perth, always had a DIY approach to investing for their retirement. But two years out, Manuel discovered he had pancreatic cancer, so they called in the health specialists, as well as the financial experts.

Their ANZ Financial Adviser, Alan, knew just what to do when it came to bundling their superannuation, insurance money and paying off debts.

“He was so compassionate, and worked for our needs.”

All their meetings were scheduled around Manuel’s chemotherapy sessions, and when he wasn’t well, Alan went to them.

He took the time to get to know the couple, understand their goals and set about putting a tailored plan in place. In fact, he was able to help them far more than they originally thought possible.

“He opened pathways we never knew existed.”

Anne and Manuel believe that Alan has helped them accelerate towards their goals. They’ve now paid off their mortgage and are getting good returns on their investments.

“We're enjoying our lives and not having to worry about finances.”

ANZ's Financial Advisers can work with you to develop a plan as unique as you are to build your wealth. At ANZ, we are committed to helping Australians achieve their life goals and improve their financial wellbeing. Find out more and book an appointment

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