Make the most of your finances with an A-Z Review®
An A-Z Review® is a complimentary one-on-one session with one of our banking specialists, who can explore your current financial situation and your goals for the future in order to identify a solution that may suit you.
Whether you're looking to make your day-to-day banking easier, buy a new house or reach a financial savings or investment goal sooner, we could provide ways to tailor your personal finances to help you prepare for the future.
|Your A-Z Review® involves three easy steps|
1. Finding out what’s important to you
2. Reviewing your banking style
3. Identifying a solution to suit you
|A-Z Review® in action|
To find out how an A-Z Review® has helped other people have a look at these real life examples.
Live today and set yourself up for tomorrow
By referring the customer to Michelle, an ANZ Senior Personal Banker, we were able to talk with her about her current situation, her aspirations and needs for the future, including retirement.
“We thoroughly discussed her current financial situation during her
The customer was in her mid fifties and through the conversation we also discussed her superannuation and investments, along with her plans for retirement. We suggested a Financial Planner could further assist by helping her develop a strategy to ensure that when retirement did come, she would be financially ready to live the life she wanted.
The customer could not thank us enough for the advice she had received and said that as a doctor, people assumed that she knew it all. For the first time in her life, she felt financially empowered and felt it was going to make a great deal of difference to her.
Kathryn Graves, ANZ Senior Personal Banker
Preparing for the unexpected
Carol’s old car needed replacing which is what drove her to visit us. Stephanie, an ANZ Specialist not only helped Carol with her new loan but also encouraged her to have an
During the conversation they uncovered that Carol’s home loan insurance had also expired, leaving her and her children in a potentially vulnerable position.
Following her A-Z Review®, not only did Carol have a new car on the road, financed with a new loan, she also had an everyday bank account and insurance to cover the unexpected, helping to ensure financial security for her and her children.
“I’d never really thought about things until now. With four kids I’ve just been so busy. I can’t thank you enough!” Carol comes in more regularly now – after all, she’s got a new car!
Stephanie Ong, ANZ Specialist
Easing the pressure
By offering Laura an A-Z Review® when she contacted us about being late with her mortgage repayments, we were able to consolidate her credit card and personal loan debts, making her home loan repayments easier.
Laura arrived for her A-Z Review® eager to make things right. In fact, she was so keen that her financial goals were mapped out and ready to share. Through consolidation we were able to make the repayments easier and significantly shortened the timeframe of her home loan, which was one of her major goals. We’re pleased to say that last time we saw Laura she was considerably less stressed knowing she was set up to enjoy the best the future presented.
Myomi Abott, ANZ Personal Banker
Not 100% happy with his current bank, Jim was prompted to use the ANZ Small Business Locator Tool to find a Specialist in Geelong. Understanding that Jim’s personal finances are closely linked to his business, we took a holistic approach for this A-Z Review®.
Through completing an A-Z Review® we were able to suggest a business banking solution including new funding, insurance, credit card and Asset Finance. Jim also accepted our recommendation to meet with an ANZ Personal Banker, who provided him with a plan to suit his personal banking needs as well.
Carmen Croce, ANZ Small Business Specialist
|Frequently Asked Questions|
What are the benefits to me?
Do I need to go into a branch to do this?
Who will have this conversation with me?
What sort of things will we discuss?
What are the outcomes?
How long does it take?
What do I need to bring?
How is this different to Financial Planning?
What if I am not currently an ANZ customer?
How much does it cost?
What if English is my second language?
Book your A-Z Review®
®A-Z Review is a registered trademark of Australia and New Zealand Banking Group Limited (ANZ) ABN 11 005 357 522.