Have a plan

Having a financial plan can make it easier to save and achieve your goals. It’s a good idea for everyone, no matter your age, income or employment status.

A financial plan is more than just a budget. It should include savings and investments, insurance, planning for education, retirement and emergency situations, plus any other financial goals.

A good financial plan should help you:

  • identify your financial goals and timeframes, and whether they are realistic
  • consider ways to make the most of your money
  • identify your risk/return profile
  • be more confident with your money

And most importantly, it should help you achieve your financial goals!

The good news is a financial adviser can help you put together a formal financial plan to support your lifestyle goals.

Our ANZ Financial Advisers are ready and waiting to provide you with personalised advice regarding how to achieve your investment goals and make the most of being a KiwiSaver member. If you’d like to talk to a financial adviser, please contact us on 0800 269 238 (select option 3) or email us.

We advise you to seek financial advice before committing yourself to any investment decision. Using a financial adviser can’t prevent you from losing money, but it should be able to help you make better investment decisions.

Our ANZ Financial Advisers will provide you with a copy of their disclosure statement, prepared under the Financial Advisers Act 2008, on request and free of charge.

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