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Business owners

Whether you run a business or plan to sell one, we can support you with lending, investment solutions and estate planning.

We can also offer advice for a range of personal and business needs, including risk management.

Smiling business woman

How we help you

Our business owner clients often seek assistance with wealth protection, personal investment strategies and establishment of a family foundation.

By gaining a clear understanding of your business and determining your risk appetite, we can act as a trusted adviser assisting with professional and personal risk exposure. Our focus is on protecting assets, planning business succession, and protecting family wealth – as well as offering investment strategies related to the proceeds of a future sale of your business.

Business owners who have already sold their business and are seeking advice and investment strategies are catered for via our life-changing events segment

Tailored services to build your solution


Investment strategy

We work with you to help grow your wealth through domestic and global opportunities. We offer managed equity portfolios, diversified discretionary investments and yield enhancement.



Family wealth strategy

From inheritance to estate planning, we offer insights into family succession and intergenerational wealth transfer, helping your children buy their first home, educating them on how best to invest, and supporting you to leave a legacy for your family. 



Debt-driven strategies

We can assist with optimising your personal and business financial position by lending against a range of assets, helping you to manage your cash flow.



Family Business Australia

ANZ is the exclusive national banking partner of the Family Business Association. FBA is the peak body for family businesses in Australia, providing tailored education programs, networking opportunities, and expert events, all specifically designed to support family businesses to succeed and thrive across generations.

ANZ is committed to supporting family businesses in Australia and is proud to partner with the Family Business Association. 

Learn more about ANZ Private

Become a client

Contact us to discuss a tailored approach to wealth management.

Request a call back

Financial Services Guide (PDF 2.2MB)

Information provided is general in nature only and does not take into account any person's personal needs, circumstances or objectives. ANZ recommends that you read the applicable Product Disclosure Statement or offer document before deciding to acquire or hold any product. Fees, charges and eligibility criteria apply.

ANZ Private Bankers are representatives of Australia and New Zealand Banking Group Limited ABN 11 005 357 522 (ANZ), the holder of an Australian Financial Services Licence.