You could get some form of financial advice from just about anyone. But when it concerns the future wellbeing of you and your family you need to choose someone you know you can trust.

Well trained and experienced

ANZ Financial Planners have qualifications that meets the standards of Australia’s Australian Securities and Investments Commission and the Financial Planning Association, and also complete a formalised training and development program every year.
A plan tailored to you

A financial plan is developed specifically for you – to meet your individual needs and unique financial situation.

You will be fully involved and consulted every step of the way. It will be your decision to implement your plan and your ANZ Financial Planner can support you in doing so.

The advice will be presented in a way that is easy to understand and written in plain English.

More about how the financial planning process works.
Transparent

ANZ Financial Planners will provide clear and transparent information about the fees associated with the preparation and implementation of your personal financial plan.

Following your instructions to proceed, your ANZ Financial Planner will support you with the implementation of the advice provided to you.
The backing of a strong organisation

Choosing ANZ for your financial planning needs means you will get the full backing and support of ANZ and its resources.

  • Among the top 4 banks in Australia and New Zealand Banking Group Limited to 10 listed company on the ASX.
  • Provides a wide range of banking and financial products and services.
  • Voted World’s Most Sustainable Bank^.

^ Dow Jones Sustainability Index (DJSI) 2009, 2010

Hear what Mike has to say about the difference it makes to him being able to trust his ANZ Financial Planner, Lyn, on ANZ Digital TV.