We can help you get ready.

We’re living longer and staying more active in retirement — which means we also need to save more. An ANZ Financial Planner can help you work out how much you’re likely to need for retirement, then suggest practical strategies to help you achieve that lifestyle.

The right advice can help you:

  • Relax, confident you can afford a great retirement lifestyle
  • Get ready to work less and enjoy life more
  • Make the most of your assets
  • Maximise the value of your business

The importance of being prepared.

For most of us, compulsory superannuation payments won’t be enough to deliver the lifestyle we’re looking forward to. The sooner you act to boost your super savings, the more you’re likely to have when you retire. And with super rules constantly changing, professional advice can make a big difference.

How the right advice can help you:

  • Set a retirement income target that you can achieve
  • Navigate complex super rules
  • Manage risk to protect your assets and investments
  • Work less while boosting your super with a Transition to Retirement strategy

Prepare for retirement - $430K minimum superannuation balance for a comforatable retirement

Things to think about

  1. Make sure you have enough

    With clear retirement goals, you can help ensure your savings will last the distance.

  2. Ease into retirement

    A transition to retirement strategy could help you work less and boost your super at the same time.

  3. Maximise business value

    If you’re a business owner, an ANZ Financial Planner can help you get maximum benefit from the value you’ve worked so hard to build.

Sources: Association of Superannuation Funds of Australia, Australian Taxation Office. Find out more.

 

Find out more about ANZ financial advice

Online check-up

Use our Wealth Health Check to explore your money goals and priorities, then identify areas where you can take action now.

In-branch review

Ensure you’re making the most of your money, with a complimentary A–Z Review® at your local ANZ branch.

Find out more.

Financial advice

An ANZ Financial Planner can help you create a personalised strategy to help you achieve your goals in the future while still enjoying life today.

Find out more.

Important information Show more

Source:  ASFA Retirement Standard, March 2013.  For further information on the standards, including the definitions of modest and comfortable lifestyles, and the calculations of their respective household budgets, visit the ASFA website

The ANZ Wealth Health Check tool offers general information for you to think about. It is not financial advice and you should not make any decisions about financial products based on this information. Because we haven’t had the chance to consider your individual situation, you need to consider whether the information provided by the tool is right for you after considering your objectives, financial situation and needs. Before choosing any financial products, we recommend you talk to a professional adviser and read the Product Disclosure Statements or Terms and Conditions. 

ANZ Financial Planners are representatives of Australia and New Zealand Banking Group Limited ABN 11 005 357 522, the holder of an Australian Financial Services License.

Conditions: $19.95 will apply for the 1st trade up to $5,000 and each subsequent trade under $18,000 for that month.  For full details, visit www.etrade.com.au/brokerage.

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This information is of a general nature and has been prepared without taking account of your personal needs, financial situation or objectives. Before acting on this information, you should consider whether the information is appropriate for you having regard to your personal needs, financial circumstances or objectives. You should read the ANZ Financial Services Guide, ANZ Smart Choice Super and Pension Product Disclosure Statement and Additional Information Guide before deciding whether to acquire, or to continue to hold the product. 

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