ANZ Financial Planners - My industry

ANZ Financial Planners

At ANZ we understand the unique needs faced by owners of a financial planning practice. As a result, we have developed a specific range of benefits to support your business and personal goals.

The ANZ Financial Planning Package offers financial solutions to assist:

Succession planning - allowing equity purchasers to borrow against future cash flows.
Purchase of an additional financial planning business.
Acquisition of business assets e.g. commercial premises.
Refinance existing practice debt.
Grow the practice without the need to use property assets as security.

Key Features & Criteria include:

Loans of up to 60% of the value of the practice or the value of an owners equity share.
Minimum average $300,000 of fee income per equity owner is required.
Membership of an industry body is required.
Principle and interest repayment terms up to 7 years, interest only up to 2 years.
Available to independent AFS license holders and authorised representatives of AFS holders.
Tripartite Agreement (with the dealer group), external due diligence and valuation requirements may apply.
Practices greater than 12 months old, Principals must have a minimum 5 years financial planning experience.

To find out more about the ANZ Financial Planners Package:

read our ANZ Financial Planners Fact Sheet (PDF 298kB)
read our ANZ Financial Planning Application and Checklist (PDF 52kB)
complete an online enquiry form and an ANZ Relationship Manager will contact you
download the ANZ Financial Planning Borrower's Application Form (PDF 114kB), complete the form and follow the instructions and an ANZ Accredited Relationship Manager will contact you regarding your application for finance.

Credit facilities are available to applicants who meet our credit assessment criteria. Fees and charges apply. Full details of relevant terms and conditions available on request.

Any advice does not take into account your personal needs and financial circumstances and you should consider whether it is appropriate for you.

ANZ recommends you read the Product Disclosure Statement and the Financial Services Guide (PDF 208kB) before acquiring the product.

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