Protect

Securing the future through strategic risk management

ANZ Private Bank will help you secure the future with integrated, effective risk management strategies.

Too often we neglect the importance of protecting ourselves and our loved ones against life’s uncertainties. Sometimes the problem is simply the collection of various insurance policies over time that can leave you under–insured.

As an ANZ Private Bank client your personal advisory team will conduct a complete review of your risk protection, give advice on superannuation and retirement and ensure your estate planning addresses your financial complexities.

Superannuation and retirement planning

• Financial strategy
• Access to local and international taxation advice through strategic partners
• Self managed superannuation and administration.

Financial risk management

• Interest rate
• Equity
• Foreign exchange.

Estate planning and asset protection

• Will preparation
• Testamentary discretionary trusts
• Powers of attorney
• Family trust succession planning
• Asset protection strategies
• Superannuation death benefit planning
• Trustee services.

Personal risk management

• Life cover
• Key man insurance
• Income protection insurance
• Disability insurance
• Commercial insurance
• Trauma insurance
• General insurance.