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Home» Personal» Financial advice» Benefits of financial advice» Getting started

Getting started

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Getting started

Getting started

There are a number of factors you should consider when seeking financial advice.

Financial goals and objectives

What do you want to achieve from a lifestyle and financial perspective? Is it long-term wealth accumulation, saving for retirement or protection for the family?

Investment horizon

What is your timeframe to achieve your goals and objectives? Are there likely to be any major events taking place which may alter this plan?

Assets

Where are all of your assets held? Are your assets in multiple accounts or one single account? Can you take better control of them as well as monitor any developments more easily?

Liabilities

It may be possible to consolidate any debts or repay interest on margin/investment loans.

Speak to a financial adviser who can consider these factors to help you meet your individual goals and objectives.

Find out more about:

Getting started

Don't know where to start?

> Request an appointment

Contact us

Service

1800 806 310

Speak to your
financial adviser

Sales

1800 789 789

More contact details

Looking for advice?

You can receive an obligation-free consultation with a Macquarie Private Wealth financial adviser.

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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 ABN 46 008 583 542 (MBL), 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 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.