Focused on your needs

Tailored advice. Outstanding solutions.

Your Private Banker is your conduit for advice and personalised service. We can offer solutions and expertise from across ANZ to provide you with specialist advice on investments, insurance, philanthropy, lending and transactional solutions.

Protect

Protect your future with risk management strategies for a variety of life stages and circumstances.

There are no certainties in life, however your Private Banker can collaborate with you on strategies to minimise the impact of unforeseen events. We can develop a personal protection strategy that safeguards what matters most to you and those you care about. Even if you already have insurance in place we can re-assess it to ensure it is appropriate in the context of your life stage, career and future aspirations.

Looking further ahead, our estate planning lawyers can help you create a succession plan that reflects your wishes.

Invest

Preserve and grow your wealth over the long term.

Whether you are a sophisticated investor, new to the market, or simply time-poor, we can work with you to provide services ranging from advice to execution consistent with your preferences and risk profile.

Our approach to preserving and growing wealth is based on ANZ Private’s Investment Philosophy. The objective is consistent, reliable, long-term returns that use both global and domestic opportunities to deliver wealth preservation, income and capital growth.  It’s a strong foundation that underpins the advice provided by our wider team of specialists, including wealth and investment advisors, capital markets professionals and our dedicated Chief Investment Office (CIO).

In conjunction with our CIO team we offer clients access to our dedicated ANZ Global Markets specialists. With extensive local market knowledge and a network of professionals across the world, our global markets desk specialises in the needs of our clients, ensuring we deliver the best solutions possible across debt and foreign currency markets.

Borrow

Seize opportunities and pursue your aspirations with tailored strategies and structures.

If borrowing is part of your strategy, your Private Banker can provide you with access to capital using debt structures and strategies aligned to your requirements. Whether you are looking to invest in residential or commercial property, equities or lifestyle assets, we are skilled at lending to different entities across a range of asset classes to help you towards achieving your ultimate goals.

Transact 

Manage your money in the way that you want.

Life can be complicated enough, so in designing transactional services we aim for simplicity. Whether it’s international funds transfers, term deposits or day-to-day banking, you and your family can benefit from transactional services delivered by your dedicated Private Banking team.

International

Build a prosperous future in Australia for you and the people you care about.

We understand the complexities of being internationally mobile and we are experienced in helping people to establish a strong financial foundation in Australia.

Our dedicated team of specialists can provide market insights and advice to help you make informed decisions about your wealth and assist you with change and connectivity. We have Private Bankers who are fluent in multiple languages.

Significant Investor Visa

For foreign investors seeking to obtain permanent residency in Australia through the Significant Investor Visa (SIV) program, ANZ Private can provide you access to a range of professionally managed investments that comply with the SIV criteria. The SIV is part of Australia’s Business Innovation and Investment Program (BIIP). 

Give

Give with greater satisfaction and confidence.

Philanthropy is a personal journey into complex and often unknown territory. We can connect you with philanthropy specialists that can help you navigate this landscape and so grow your giving confidence. 

If you are already well into your giving practice, they can help you to enhance your approach and guide you towards giving with greater satisfaction and confidence.

CONTACT US

YOU MAY ALSO BE INTERESTED IN...

The trends shaping your retirement

Investment markets, public policy and healthcare innovation are changing expectations for our later years.

Find out more

Why & how to diversify your investments

This is the golden rule of managing risk, which is more real today than ever.

Find out more

Information provided is general in nature only and does not take into account any persons personal needs, circumstances or objectives. ANZ recommends that you read the applicable Product Disclosure Statement or offer document before deciding to acquire or hold any product. Fees, charges and eligibility criteria apply.

ANZ Private Bankers are representatives of Australia and New Zealand Banking Group Limited (ANZ), the holder of an Australian Financial Services Licence.