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Don't DIY When It Comes To Your Finances
ANZ Bank
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DIY strategies may work for wall-papering your lounge room or making a garden bench, but when it comes to your finances, professional advice can make all the difference to your financial future.
Most banks and lenders offer financial planning services, such as the ANZ Financial Planners who are available to ANZ customers and members of the public. The team of ANZ Financial Planners can help in a range of areas, from planning for your retirement and rolling over your superannuation, to helping you with a plan to invest and build on your wealth.
According to the ANZ website, there is a five step process involved in having an ANZ Financial Planner assist you. Firstly they want to determine the state of your current finances, which means they may require any combination of pay slips, superannuation statements, home loan and credit card statements, insurance policies and information on any of your current investments.
Once they have established your current situation, an ANZ Financial Planner will create a strategy and develop a plan for you to meet your financial goals. The third step in the process is when an ANZ Financial Planner provides you with recommendations of the specific ways that you can meet your financial goals.
Once you are happy with the recommendation provided by an ANZ Financial Planner, the next step is to implement the plan. Finally, they help you to review your strategy and make any changes needed for you to achieve your financial goals.
The five-step process involved with using an ANZ Financial Planner makes a lot of sense, but there is a downside to using their service. Working for ANZ, these financial planners have a duty to recommend only ANZ products, for example home loans, personal loans and credit cards. This means that you could limit your finances to only those products and therefore miss out on a range of products and financial solutions provided by other lenders.
Professional advice is recommended when it comes to planning for your financial future, but you should bear in mind that an independent financial broker may be able to offer unbiased advice and provide you with access to a host of solutions from a wide range of lenders.
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