Financial advice
Macquarie Private Wealth offers a broad range of financial advice services, investment opportunities and financial solutions
Benefits of financial advice
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Financial advice gives you the confidence to make informed investment decisions and manage risk
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Our advisers take a disciplined approach to investing and tailor advice to your individual needs
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Choose from one of our many Macquarie Private Wealth financial advisers or an independent financial adviser located across Australia
Stockbroking
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Personalised portfolio construction, investment selection and trade execution
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Access to Initial Public Offerings (IPOs) and placements
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Benefit from market leading equity research
Strategic wealth management
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Our advisers take a holistic view of your circumstances in developing a strategic plan for future
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We can build and accelerate your wealth with a range of tailored solutions
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Our advice covers investment and debt management, estate planning, retirement, superannuation and wealth protection
Cash management
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Successful cashflow management is one of the keys to wealth creation
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Invest in your choice of a term deposit, at call account or fixed interest securities
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Diversify or balance your portfolio with fixed interest solutions
Portfolio management
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A range of solutions available to help you execute and manage your portfolio
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Choose from simple administration services through to a comprehensive financial management solution
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Access to a dedicated team of portfolio managers to help you reach your financial goals
Private bank
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Holistic investment advice, delivering a unique range of services to sophisticated investors and high net worth families
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Providing wealth strategies, unique co-investment, IPO and institutional-style opportunities not available to retail clients
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Combining smart service, proactive performance and discerning decision making, to create a market-leading private bank experience