About Macquarie

Select a country:
Australia	Indonesia	South Africa
Austria	Ireland	Sweden
Brazil	Japan	Switzerland
Canada	Korea	Taiwan
China	Malaysia	Thailand
France	Netherlands	United Arab Emirates
Germany	New Zealand	United Kingdom
Hong Kong	Philippines	United States
India	Singapore

Home» Personal» Financial advice

Financial advice

Macquarie Private Wealth offers a broad range of financial advice 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

Personalised portfolio construction, investment selection and trade execution
Access to Initial Public Offerings (IPOs) and placements
Benefit from market leading equity research

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

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

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

Holistic investment advice, delivering a unique range of services to sophisticated investors and high net worth families
Providing wealth strategies, unique co-investment, IPO and institutional-style opportunities not available to retail clients
Combining smart service, proactive performance and discerning decision making, to create a market-leading private bank experience

Contact us

Service

1800 806 310

Speak to your
financial adviser

Sales

1800 789 789

More contact details

Aged care planning – Macquarie Private Wealth

A simple, integrated policy that pays out as you need it

Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice contained in this website and before making any investment decision we recommend that you consider whether it is appropriate to your situation and seek appropriate financial, taxation and legal advice. We recommend that you read our Financial Services Guide before deciding whether to obtain financial services from us. If an offer document is available for a product referred to on this site, you should read it before making any investment decision. Information on this website is intended for residents of Australia only.

Except for Macquarie Bank Limited (MBL) (Australian Credit Licence (ACL) 237502) ABN 46 008 583 542, any Macquarie entity referred to on this page is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). That entity’s obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise.

Macquarie Private Wealth’s and Macquarie’s stockbroking and strategic wealth management services are provided by Macquarie Equities Limited ABN 41 002 574 923 ("MEL") participant of Australian Securities Exchange Group, Australian financial services licence No. 237504, No 1, Shelley St, Sydney NSW 2000.

Macquarie’s portfolio management services are provided by Macquarie Private Portfolio Management Limited ABN 26 089 987 388 (“MPPM”) Australian financial services license no. 237506.

Macquarie Private Bank (MPB) is a division of Macquarie Bank Limited ABN 46 008 583 542, AFSL number 237502. Macquarie Private Bank's services are available exclusively to investors who meet the criteria of ‘wholesale client’ under the Corporations Act and any other criteria that MPB may impose.

Financial advice

Benefits of financial advice

Stockbroking

Strategic wealth management

Cash management

Portfolio management

Private bank

Contact us