Strategic Wealth Management

Our approach

Our Wealth Management advisers take a holistic view of your circumstances and future goals to identify your unique needs and aspirations. Once we have a complete picture of your current position as well as your short, medium and long term objectives, we will work with you to implement the most effective strategies to help you achieve your financial goals.

One of the most critical stages of developing a strategic plan for your future, is to ensure that you stay on track to meet your goals. We accomplish this by offering periodic reviews of your progress. Through regular consultation we are able to not only ensure that you stay on track, but also can modify your goals and objectives when your circumstances change. 

Our Wealth Management advisers can help you build and accelerate your wealth with a comprehensive range of tailored solutions and strategic advisory options. These include wealth accumulation, retirement and asset protection strategies, allowing you to access a broad range of investment opportunities both domestically and internationally. We don't just offer our clients Macquarie products and solutions, we source a wide range of solutions both from within Macquarie and from other leading providers within Australia and around the world.

Our financial advisers form lasting relationships, working with you to develop a tailor made plan and then keep it on track, year after year. The ultimate measure of our success is the achievement of your goals: that’s what drives the recommendations we make, and the decisions we take.

How we develop a strategic financial plan

1. Identify your objectives

Setting clear goals is imperative to ensure that you enjoy the lifestyle you want now and in the future. Our experienced team can help you to set realistic objectives and develop a plan to achieve them.

2. Design a strategy and structure your portfolio

Structuring your assets wisely can make a sizeable difference to your long and short term financial future. Getting the balance of your portfolio right may help you simplify your transactions and manage your tax position.

3. Optimum asset allocation

The right mix of cash, fixed interest, shares and property in your portfolio is crucial to success. We work closely with you to identify a range of assets that will balance your attitude towards risk with the need to meet your objectives.

4. Hand picked investments with proven results

We extensively research a diverse range of investment opportunities before presenting you with a final selection in your personalised strategic financial plan.

5. Stay on track and take the right actions

Our core commitment is to help our clients’ meet their goals. However, we also understand that life changes. Your goals today may not remain the same in the future. The complex regulatory framework of financial markets is also constantly changing. By periodically reviewing the progress towards your goals, as well as keeping abreast of the regulatory changes we can take insightful and decisive actions to help you stay on track.

Services

We offer a range of advice services to help you reach your financial goals:

• Investment management
• Retirement planning
• Estate planning
• Superannuation and pension funds including Self Managed Superannuation Funds
• Full service stockbroking
• Portfolio administration
• Cashflow management
• Lending solutions and Mortgage broking
• Income and wealth protection

Things to consider

There are a range of things that you need to consider before you get started, or should discuss with your adviser.

1. Your financial goals

• What are your short, medium and long term financial goals?
• Are you looking to generate income, achieve long term capital growth or diversify your investment portfolio?
• Do you have specific savings goals that you are working towards, such as building a deposit for a home or investment property or are you looking to maximise your wealth for retirement?
• Or are you simply ready to retire?

2. Your financial circumstances

• What are your current income and taxation levels?*
• What investments or assets do you have and how are they structured?
• What regular expenses or loan repayments do you need to meet?

3. Your risk profile

• What level of risk suits you?
• Are you comfortable with short term investment fluctuations? Do you prefer the security of long term or low risk investments?