Security Alert

Financial Planners - Banking for your business

Financial Planners

At ANZ we understand the unique needs faced by owners of a financial planning practice. As a result, we have developed a specific range of benefits to support your business and personal goals.

The ANZ Financial Planning Package offers financial solutions to assist:

succession planning - allowing equity purchasers to borrow against future cash flows
purchase of an additional financial planning business
acquisition of business assets e.g. commercial premises
refinance existing practice debt
grow the practice without the need to use property assets as security.

Key features and criteria include:

loans of up to 60% of the value of the practice or the value of an owners equity share
minimum average $300,000 of fee income per equity owner is required
membership of an industry body is required
principal and interest repayment terms up to 7 years, interest only up to 2 years
available to independent AFS license holders and authorised representatives of AFS holders
Tripartite Agreement (with the dealer group), external due diligence and valuation requirements may apply
practices greater than 12 months old, principals must have a minimum 5 years financial planning experience.

To find out more about the ANZ Financial Planners Package:

Telephone icon Call 0423 028 080 to speak to the National Manager, Simon Wrigley

Read our ANZ Financial Planners Fact Sheet (PDF 298kB)
Read our ANZ Financial Planning Application and Checklist (PDF 52kB)
Complete an online enquiry form and an ANZ Relationship Manager will contact you
Download the ANZ Financial Planning Borrower's Application Form (PDF 114kB), complete the form and follow the instructions and an ANZ Accredited Relationship Manager will contact you regarding your application for finance.
Contact an ANZ Accredited Relationship Manager (PDF 88kB) near you who is specially trained to provide finance solutions for financial planners.

Credit facilities are available to applicants who meet our credit assessment criteria. Fees and charges apply. Full details of relevant terms and conditions available on request.

This product/service is generally suitable for businesses with turnover of $5 million to $40 million.

You need Adobe Reader to view PDF files. You can download Adobe Reader free of charge.