The more involved your financial situation is, the more you may need from your ANZ Financial Planner. For this reason, ANZ offers Prime Access, a premium level of service for those customers who want a deep, ongoing relationship with their planner.
Through ANZ Prime Access you will have priority access to an ANZ Financial Planner. You will also receive proactive reviews of your financial plan, and additional information and education on your investments and any significant market events that may affect your investment portfolio.
Some of the key benefits of ANZ Prime Access are:
As an ANZ Prime Access member you will have priority access to your own personal ANZ Financial Planner. Depending on the complexity of your financial plan, you may wish to have a higher level of engagement with your planner. ANZ Prime Access allows you to determine the types and regularity of contact that suits you best.
Like all plans your financial plan is only effective if it is implemented and reviewed regularly. Your ANZ Financial Planner will proactively review your financial plan (on at least an annual basis), plus send you comprehensive reporting on the performance of your investment portfolio and key recommendations for your financial plan moving forward.
Changes in your lifestyle, income and the investment markets can impact your financial plan. Your ANZ Financial Planner will discuss these changes with you and work to modify your financial plan (if required), to help you reach your financial goals.
Sometimes changes occur in financial markets or in Government legislation that can affect your investments. As an ANZ Prime Access member you will be contacted by your planner when significant events occur that could impact your investments. It's all about keeping you informed and in control of your financial future.
ANZ Prime Access members can access a range of discounts on competitive banking, insurance and wealth management products. Up to four family members are also eligible to access a select range of these discounts.
For more information on the discounts available under ANZ Prime Access Member Benefits, refer to the Member Benefits brochure available from your ANZ Financial Planner.
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