Plan ahead for peace of mind

Less time at work means more time for the people and things you love. We can help you make the most of your super and investments — so you can travel the world, invest in your health, learn something new or volunteer for a cause. All without the stress of wondering whether your money will last.

The right advice can help you:

  • Relax, knowing you have a plan for the future
  • Be more confident your savings will last
  • Safeguard the financial security of your loved ones

Live the retirement you deserve

There’s more than one way to access your superannuation and investments — whether it’s a lump sum now, a regular income stream or a combination of both. Your ANZ Financial Planner can help you find the most effective strategy. 

How the right advice can help you:

  • Find the most effective way to access your savings 
  • Get the right balance between risk and return
  • Create an estate plan to care for your family

Things to think about

  1. Create a lasting income

    We can help create a personalised investment strategy balancing income and growth, with a level of risk you’re comfortable with.

  2. Make the system work for you

    We’ll help you navigate complex pension rules to earn more in retirement.

  3. Plan for your whole retirement

    As you move through retirement, your needs will change — and we’ll be there to help.

Find out more about ANZ financial advice

In-branch review

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

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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.

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Important information Show more

®A-Z Review is a registered trademark of Australia and New Zealand Banking Group Limited (ANZ) ABN 11 005 357 522.

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.

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