Make an appointment with an ANZ Financial Planner

Congratulations on taking the first step to being better off.

To help us understand what your needs are, please tick all the boxes that are relevant to you below.

Note: At least one box must be ticked or the "Other" box completed.

I want to:

protect my income if I cannot work due to illness or injury
pay off debts or leave money for my family if I become totally disabled, critically ill or died
invest tax-effectively for one year or longer
borrow to invest using home equity or a margin loan
invest for a specific goal ie. home deposit, children’s education
grow my super ie. regular or once-off contributions
rollover super from previous employment or redundancy
reduce working hours using super to supplement income
plan for my retirement ie. retirement income, access to Centrelink entitlements

Other:

Optional: Tick the amount that you have available to invest (include any equity in your home that you are willing to invest).

$0-$5,000
$5,000-$10,000
$10,001-$25,000
$25,001-$50,000
$50,001-$100,000
$100,000-$250,000
$250,001+