Financial advice
Macquarie offers a broad range of advisory services, investment opportunities and financial solutions
Benefits of financial advice
- Financial advice gives you the confidence to make informed investment decisions and manage risk
- Our advisers take a disciplined approach to investing and tailor advice to your individual needs
- Choose from one of our many Macquarie Private Wealth financial advisers or an independent financial adviser located across Australia
Stockbroking
- Personalised portfolio construction, investment selection and trade execution
- Access to Initial Public Offerings (IPOs) and placements
- Benefit from market leading equity research
Strategic Wealth Management
- Our advisers take a holistic view of your circumstances in developing a strategic plan for future
- We can build and accelerate your wealth with a range of tailored solutions
- Our advice covers investment and debt management, estate planning, retirement, superannuation and wealth protection
Private banking
- Holistic investment advice delivering a unique range of services to sophisticated investors and high net worth families
- Access to institutional-style co-investment opportunities not available to private retail clients
- Offers a team based advice solution that combines highly experienced advisers with dedicated Client Service Coordinators
Cash management
- Successful cashflow management is one of the keys to wealth creation
- Invest in your choice of a term deposit, at call account or fixed interest securities
- Diversify or balance your portfolio with fixed interest solutions
Portfolio management
- A range of solutions available to help you execute and manage your portfolio
- Choose from simple administration services through to a comprehensive financial management solution
- Access to a dedicated team of portfolio managers to help you reach your financial goals
Contact us
Service
1800 181 883
or
Speak to your
financial adviser
financial adviser
Sales
1800 789 789
Did you know?
Macquarie Equities Limited (Macquarie Private Wealth) was awarded Money Management/CoreData Dealer Group of the Year for 2009 in the non-bank category.