skip to log on skip to main content
VoiceOver users please use the tab key when navigating expanded menus

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

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

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.

Let's go

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). 

You might also be interested in


ANZ Annual Global Market Outlook 2021

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


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.



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.

© Australia and New Zealand Banking Group Limited (ANZ) ABN 11 005 357 522.

The views and opinions expressed are those of the author only and do not necessarily state or reflect those of ANZ. The information provided is general in nature only and does not take into account your personal objectives, financial situation or needs. Please consider its appropriateness to you before making any investment decisions. Past performance is not an indication of future performance. Any case studies are shown for illustrative purposes only, and are not a prediction of the actual outcomes you will achieve. ANZ recommends that you read the applicable Product Disclosure Statement or offer documentation and consider its appropriateness to you prior to making a decision to acquire or hold a financial product. Any investment is subject to investment risk, including possible repayment delays and loss of income and principal invested. Returns can go up and down. Information is current as at the date articles are written as specified within but is subject to change. ANZ and its related entities make no representation as to the accuracy or completeness of the information.