Finding the freedom to travel more often? Providing your children with a great start in life? Or building wealth and security for your retirement? Speaking with an ANZ Financial Planner can help you start living the life you want.
From ways to protect your lifestyle to new investment ideas, your adviser will help you discover your financial potential. We’ve helped more than 150,000 Australians, so you know we can provide personalised and transparent advice.
Plan for a better financial future
Financial advice is about enjoying life, now and in the future. Tell us where you want to be and we’ll create a roadmap to help you get there.
Pay off debt and set up a budget
Protect your income and lifestyle
Get started with investing
Buy a home or investment property
Send children to school
Manage a change in family or personal circumstances
Live the life you deserve
When your key focus is working hard to establish yourself financially, we can help you understand ways to potentially achieve even more.
Grow your super
Protect your assets and capital
Manage a redundancy
Invest an inheritance
Pay off your home sooner
Prepare for retirement
Advice for small business owners
Have a small business? We can show you ways to potentially maximise the rewards of your hard work.
Reduce the financial implications from the loss of key people
Explore ways to protect your income and lifestyle
Manage the sale or transition of your business to your family
How it works
1. Getting started
Before your first complimentary appointment with an ANZ Financial Planner, we’ll ask you to complete an Advice Ready form. We also recommend you bring detailed information on your income, expenses, assets and debts.
2. Your first appointment
Your adviser will focus on understanding your current situation and goals. They’ll determine the scope of the advice you need and discuss the process of developing a tailored financial plan, including fees.
3. Your second appointment
Every step of the way, your adviser will walk you through your tailored plan and explain the recommended strategies to help you towards your goals. They'll make sure you're comfortable with your financial plan before moving forward.
4. Flexible support
Your financial plan will be implemented once you’re comfortable with it. After that, you can get advice from ANZ Financial Planning as you need it – whether it’s to review your plans, or to help you stay on track as your financial circumstances change.