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What our customers say: Darrell & Myra

March 2021

Article |  1-minute read

Darrell, 58 and Myra, 63, from Queensland, sought financial advice from ANZ six years ago - and haven't looked back since. 

"My superannuation policy was going backwards instead of forwards.”

Six years ago, Darrell and Myra found themselves in a bit of a spot. Their super, like their future, was going backwards.

“Our super was basically a DIY situation...we had no structured plan.”

The couple had always done their own investing, and while they’d had occasional professional advice, they had no structured plan.

It was around then that they sought help from an ANZ Financial Adviser. It all began with a meeting at their local ANZ branch to understand the couple’s circumstances, clarify their financial goals and the level of risk they were prepared to take.

“We were somewhat financially literate, but we soon found out how illiterate we were when it came to finances.”

After three meetings, a plan was developed with a restructured superannuation policy and an investment portfolio.

“The financial advice we received was very personalized, unique to our particular circumstances and lifestyle."

Myra and Darrell describe their financial adviser as a financial coach and continue to have an annual review with her. She encourages them to learn more and feel empowered.

"We think we got a far better return on our investment by having an adviser, than trying to do it ourselves.”

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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