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Free financial planning for ANZ KiwiSaver members
12 August 2015
Free financial planning for ANZ KiwiSaver members
ANZ, New Zealand’s largest KiwiSaver provider, today encouraged more of its members to take advantage of its free financial planning services, following the release of a Government report showing almost half of people over 50 don’t know how they will reach their retirement goals.
A joint survey by the Commission for Financial Capability (CFFC) and the Financial Markets Authority (FMA) into how New Zealanders are planning for their retirements found that almost half of people aged over 50 had not yet figured out how they would reach their retirement goals, while four in 10 retirees had retired without a financial plan.
ANZ Wealth General Manager Products and Marketing Ana-Marie Lockyer said ANZ recognised the importance of good financial planning and offered free financial planning services to all members of its ANZ’s KiwiSaver schemes through ANZ Wealth Direct.
“This is a great service but, surprisingly, very few of our members take advantage of it,” Mrs Lockyer said.
“As a guide, we recommend that our members talk to a financial planner at age 40, 55 and when they retire but our members can consult a financial planner at any time.
“As the CFFC notes, people who have a financial plan tend to have a more comfortable retirement so it makes sense to get this advice.”
Mrs Lockyer said ANZ also offered some good online tools, including a risk profile questionnaire to help people work out their tolerance for investment risk. ANZ’s online KiwiSaver calculator also helped people to work out if they are saving enough to reach their retirement goals.
ends
ANZ Bank New Zealand Limited
Get on top of your money
ANZ has been helping New Zealanders get on top of their money ever since we opened for business in 1840. We were New Zealand's first bank and today we have a large network of full-service branches and ATMs, and talented people across the country.
We're passionate about helping our customers make their money work harder and equipping them to make better financial decisions. Whether it's travelling the world, buying a home, building a business, investing for the future or protecting their family's future, we use our financial strength and expertise to help make it happen.
Through our sponsorships, our Staff Foundation and thousands of staff volunteer hours each year, we support causes that make a difference to New Zealanders.
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