When did you last take a close look at Macquarie Wrap?

Should you take another look at Macquarie Wrap? We think so.

Something Old

Since inception in 1999, Macquarie Wrap has offered solutions designed to help you demonstrate the value of advice:

Solutions designed to help you demonstrate the value of advice
Enables the business of running a scalable and profitable financial advisory practice   Provides solutions that support your business model rather than assume or prescibe what this should be   Provides breadth of choice to help you meet your client's objectives and expectations, whatever these might be   Delivers solutions and tool that are intuitive, integrated and easy to use   Delivers solutions and tools that help you engage with your clients and reinforce the value of advice

Have we been successful in delivering solutions that help you and your clients achieve life objectives? Our track record for excellent service delivery and innovative platform technology speaks for itself. Independent research house, Wealth Insights rated Macquarie Wrap first for overall service in 2011, making it the only platform to be rated in the top two for five consecutive years.1

Something New

Macquarie Consolidator Series

Launched in May 2011, Macquarie Consolidator Series of Investment, Superannuation and Pension Accounts offers a full service platform solution at a value for money price.  Our Consolidator series has achieved close to $1 billion in funds under administration since launch.

Consolidator series offers:

  • competitive administration fees

    Administration fees start at 0.49 per cent for Investment Consolidator and 0.59 per cent for Super and Pension Consolidator

  • capped administration fees

     Fees are capped on balances greater than $2.5 million, which means that the most your client will pay in administration fees is $3,290 (Investment Consolidator) or $3,890 (Super and Pension Consolidator).

  • no entry fees, exit fee or separate trustee fees

  • broad investment choice

    Choose from more than 600 managed investments, all CHESS-settled ASX listed securities, term deposits and from a panel of margin lenders.

  • no hidden or additional administration fees

    Consolidator Series offers an all inclusive administration fee structure, which means that there are no hidden or additional administration fees levied to access core platform functionality, including the broad investment menu or to include a fully integrated cash hub account.

Macquarie Wrap Online

In August 2011, we launched the updated Macquarie Wrap Online, offering:

  • streamlined website navigation and a new look and feel, designed to improve usability

  • a client centric approach to portfolio transacting enabling multiple transactions across different asset classes to be created from within a single screen

  • an online application utility

  • an upgraded secure end client portal, Clientview, to enable end investors to quickly and easily review their portfolio information online.

We have also recently launched Macquarie Access, our Macquarie Adviser Services secure adviser portal, aimed at providing you with a consolidated view of your clients' accounts across Macquarie Wrap, Macquarie Cash Solutions and Macquarie Life.

Key Contacts

Wrap contacts in your area

Find out further information about the Macquarie wrap account, please email or phone the Macquarie representative in your state.

> Request a call from a Macquarie Wrap BDM

NSW / ACT |  QLD / NTVIC / TAS | SA | WA

 New South Wales / Australian Capital Territory

Heath Ueckermann

Heath Ueckermann

Business Development Manager
P: 02 8237 7694
heath.ueckermann@macquarie.com

Danny Orlando

Danny Orlando

Business Development Manager
P: 02 8237 7133
danny.orlando@macquarie.com

Daniel Werner

Daniel Werner

Business Development Manager
P: 02 8232 0588
daniel.werner@macquarie.com

 Queensland / Northern Territory

Mark Smith

Mark Smith

Business Development Manager
P: 07 3233 5182
mark.smith@macquarie.com

Sterling Grant

Sterling Grant

Business Development Manager
P: 07 3233 5229
sterling.grant@macquarie.com

 Victoria / Tasmania

Tom Sutton

Tom Sutton

Business Development Coordinator
P: 03 9635 8456
tom.sutton@macquarie.com

 

 South Australia

Joshua Kent

Joshua Kent

Business Development Manager
P: 08 8203 0245
joshua.kent@macquarie.com

 Western Australia

Sian Jones

Sian Jones

Business Development Manager
P: 08 9224 0689
sian.jones@macquarie.com

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