Training and support

Respecting your relationship with your clients

We recognise the importance of the relationship you have with your clients.

That’s why we will always try to contact you in the first instance. And we will not directly promote our products to your clients.

We consider you a partner, and we provide you with the products and services you need to build trusted long-term relationships with your clients.

Business Development Managers can help you:

• implement a cashflow management strategy
• grow your client value, and the value of your business
• segment your client base
• provide presentations to educate your clients
• improve your business performance.

Strategic advice

Macquarie Business Development Managers (BDMs) support you and your business by sharing ways to make Macquarie’s products even more effective for you and your clients.

Training and Relationship Managers can help you:

• integrate a cashflow management system into your office
• train and educate your staff on how to use the system
• streamline and provide greater business performance
• provide ongoing support.

Tailored assistance

Our Training and Relationship Managers (TRMS) are skilled in servicing advisers and their staff. When you start using Macquarie’s products, your TRM will ensure that you and your staff have had the training required. Once up and running, your TRM will work with your team to identify systems and workflow improvements that can enhance the effectiveness of your business. To learn more about what you can expect from your TRM, speak us today.

Rapid response phone lines

Each month we field around 20,000 telephone calls from financial advisers. We aim to answer your call within 20 seconds. Plus, we don’t use a ‘press 1 for service’ phone system, so you will always speak to a real person during office hours - 8am to 7pm Sydney time, Monday to Friday.