Macquarie Adviser Services

Overview

Supporting you and your business

Macquarie Adviser Services supports your business with a quality range of products and services that drive business efficiency, while helping you grow and protect your clients’ wealth.

It’s all about delivering a great client experience

You can rely on Macquarie Adviser Services and our adviser and client services team to provide exceptional service with genuine care. 

We pride ourselves on being: 

• proactive, willing and solution focused 
• respectful, knowledgeable, understanding and helpful when servicing any client, in any situation
• easy to deal with – making information easily available online, being readily available to answer client queries and keeping clients informed until a query is resolved
• always respectful of the relationship that clients have with their adviser.

 

Solutions for you and your clients

Solutions for advisers

Macquarie Wrap

Offers you the choice, flexibility and features that you need to efficiently manage your clients’ portfolios.

Macquarie Adviser Services technical team, MAStech

The people with the answers, MAStech provides you with superior technical support.

Macquarie Practice Consulting

Works closely with advisers and brokers to deliver immediate improvements in the areas of marketing, human resources, and business planning.

COIN

Innovative financial planning software that integrates and automates the financial advice process and powers practice efficiency

Solutions for clients

Macquarie cash solutions

Australia’s leading cash manager with the features you need and service you can rely on to manage and monitor your clients’ cash flow and cash investments.

Mortgage solutions

Flexible and comprehensive mortgage solutions for your client’s lifestyle and wealth creation needs.

Macquarie Life

Provides you with a high level of service and innovative products and solutions for your insurance needs.

Training and support

As well as providing expertise through our Business Development Managers, who focus on the strategic aspects of your business, our Training and Relationship Managers provide tailored training and support. 

It is one thing to consider a new product or service for your clients, but it is the implementation of that product or service in your practice that really matters. Our Training and Relationship Managers get to know your business and your people, providing you with tailored training and support to improve your back-office efficiencies.