ANZ’s online wealth management tools provide customers with the ability to track, manage, and plan their financial goals conveniently. These digital tools help you monitor investments, budget effectively, and make informed decisions about your finances from anywhere.
Register and Log In to ANZ Internet Banking
To access online wealth management tools, ensure you are registered for ANZ Internet Banking. Use your ANZ ID and password to log in securely. Once logged in, navigate to the “Wealth” or “Advice & Planning” section to access available tools.
If you are not registered, sign up through the ANZ website by providing identification, contact information, and account details.
Explore the Wealth Management Dashboard
The ANZ wealth management dashboard consolidates your financial information in one place:
- View your investment portfolio performance and holdings.
- Track your superannuation accounts and balances.
- Monitor bank accounts, credit cards, and loans.
This comprehensive overview provides a snapshot of your financial position, helping you plan effectively.
Use Financial Planning Tools
ANZ provides a variety of planning tools to assist with short-term and long-term financial goals:
- Budget Planner: Track income and expenses to manage day-to-day finances.
- Goal Tracker: Set and monitor financial objectives such as savings targets or investment milestones.
- Retirement Planner: Estimate your superannuation growth and retirement readiness.
These tools are user-friendly and allow you to simulate different scenarios for better financial decision-making.
Monitor Investments and Portfolio Performance
ANZ online tools allow you to:
- View detailed investment performance metrics, including returns and asset allocation.
- Track dividends, interest income, and capital gains.
- Analyze risk levels and adjust your portfolio accordingly.
Regular monitoring helps you optimize your investment strategy and maintain alignment with your financial goals.
Access Educational Resources
ANZ’s online wealth management tools include educational resources to improve financial literacy:
- Articles and guides on investment strategies and risk management.
- Interactive calculators for savings, superannuation, and loans.
- Advice tips from ANZ financial experts on planning and managing wealth.
These resources empower you to make informed decisions and take control of your financial future.
Secure Your Wealth Management Account
Maintaining security is essential when using online wealth management tools:
- Always access ANZ services through the official website or app.
- Use strong, unique passwords and enable two-factor authentication.
- Monitor account activity for unusual transactions and report them promptly.
Summary: Best Practices for Using ANZ Online Wealth Management Tools
- Log in securely to ANZ Internet Banking.
- Use the dashboard to track accounts, investments, and overall financial health.
- Leverage planning tools for budgeting, savings, and retirement planning.
- Monitor investments regularly and adjust strategies as needed.
- Utilize educational resources for informed financial decision-making.
- Follow security best practices to protect your financial data online.
By following these steps, you can effectively manage your wealth online with ANZ tools, making informed decisions to achieve your financial goals.