Saving and Investment Options

My saving and investment options

Answer the following questions to see our savings or investment options that may help you reach your goals.

Based on the information you enter, the savings and investment selector will suggest possible savings or investment options available to you through The National Bank. You can consider these options and decide which, if any, suit your circumstances.

1

Answer the questions below

1. How much do you have to deposit or invest initially?

I have $ to deposit or invest.

why do we ask this question?

2. How much can you save or invest on a regular basis?

I can save or invest $ Weekly Fortnightly Monthly Annually

Why do we ask this question?

3. How often will you need to access your money?

• I don't plan to access my money until I reach my goal.
  
  
• I plan to access my money once a month.
  
  
• I plan to access my money more than once a month.
  
  
• I don't know yet – I'd like some flexibility.

why do we ask this question?

4. What is your annual taxable income?

$48,000 or less $48,001 or more

why do we ask this question?

Start with the questions above.

Just three more questions to go.

Just two more questions to go.

Just one more question to go.

And you're done!

However you can adjust your answers at any time.

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2

See your saving and investing options with The National Bank

Start with any of the questions on the left.

Based on your 1 answer, you could consider 1 or more of the following

Based on your 2 answers, you could consider 1 or more of the following

Based on your 3 answers, you could consider 1 or more of the following

Based on your 4 answers, you could consider 1 or more of the following

Start by answering the questions on the left.

Each answer will generate savings or investment options for you to consider.

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No change

See below for more information on some of our other savings accounts and investments

The first three saving and investment options provided above are based solely on your answers to the questions on the left and should not be relied upon as giving investment advice tailored to your financial circumstances. If you require investment advice we recommend that you come into any National Bank Branch to discuss your circumstances with a Banking Consultant.

So what next?

Follow the links to learn more about the savings or investment options that have been suggested above.

When considering these options, please see the Investment Statements for The National Bank Call Fund, National Bank Term Fund and Term Deposits.

If you decide that an option is suitable for you, you can follow the links to apply for the savings account or investment. If you'd like to talk to anyone about how the above options can help you achieve your goals, email us, call us on 0800 18 18 18 or ask a staff member at any branch.

This material is for information purposes only. Its content is intended to be of a general nature, does not take into account your financial situation or goals, and is not a personalised financial adviser service under the Financial Advisers Act 2008. It is recommended you seek advice from a financial adviser which takes into account your individual circumstances before you acquire a financial product. If you wish to consult one of The National Bank's financial advisers, please contact us on 0800 18 18 18.

Interest rates, rates of return and fees are subject to change. Full details of all products (including applicable fees, terms and conditions) can be obtained from any National Bank branch. A copy of the Bank's disclosure statement under the Reserve Bank of New Zealand Act 1989 is available on this website or on request from any National Bank branch, free of charge.

All suggestions are based on the correct information being provided by you. This tool is not intended to provide tax advice and you should seek independent tax advice in relation to your own situation. For information on the applicable taxes on interest or PIE income refer to the Inland Revenue (IRD) website.

* ANZ Investment Services (New Zealand) Limited is the issuer/manager of The National Bank Call Fund and The National Bank Term Fund (Funds) and The New Zealand Guardian Trust Company Limited is the trustee. The National Bank of New Zealand, part of ANZ National Bank Limited is the distributor of units in the Funds. Units in a Fund do not represent deposits or other liabilities of ANZ National Bank Limited. An investment in a Fund is subject to investment risk, including possible delays in repayment and loss of income and principal invested. No member of the ANZ National Bank Limited Group, The New Zealand Guardian Trust Company Limited or any other person guarantees (either partially or fully) ANZ Investment Services (New Zealand) Limited or the capital value or performance of any products issued by those companies.