Niche solutions

About niche solutions

Macquarie Private Wealth has a team of advisers who specialise in providing advice in niche market segments.

Our advisers can provide you with tailored advice and investment solutions that focus on different asset classes such as equities and strategies to manage your super, cash or debt. We focus on the specific needs of clients in niche markets and understand the individual nature of their goals and objectives.

With a diverse range of skills and experience, our advisers can assist professionals in the following industry segments: 

• Aged care services
• Information Technology
• Medical
• Sports

Aged care services

Wealth management and advisory services for aged care providers

With the Australian population living longer, the aged and community care sector is facing greater challenges than ever before. Not only are there increased expectations from the community for a wider range of quality services, but also the challenges faced by church, charitable and community based organisations in managing financial performance.

Macquarie Private Wealth offers a team of specialist wealth management advisers who are dedicated to advising and servicing clients in the aged care services industry. By working closely with you, our team can assist you in establishing an investment strategy that reflects your organisation’s strategic direction and delivers outcomes for your members and stakeholders.

Key features

Wealth management and investment solutions
Our team has access to a diverse range of services and investment solutions. In addition to financial advice, we can also offer our clients cash solutions that may provide growth, protection and convenient transaction capabilities as well as managed funds opportunities.

Transparency
With transparency across your investment strategy, you will be able to track investment performance and activity, and easily measure outcomes against appropriate benchmarks.

Ownership
Through direct beneficial ownership of assets, you will have access to relevant information and control of your investment strategy

Service and Reporting
Regular reporting and interaction with aged care services’ boards allows for appropriate board engagement with their investment interests

Who might this suit?

Church, charitable and community based organisations operating in the aged care service sector as well as Not-For-Profit organisations that require a wealth management and advisory service.

To find out how Macquarie Private Wealth can assist you, please contact us on 02 8232 6598.

Information technology (IT)

Wealth management strategies for professionals in the IT industry

Macquarie Private Wealth can provide strategic financial advice and investment services to equity holders and senior executives of the IT industry. We understand that IT professionals have specific needs and work in an industry that is constantly evolving and changing at a rapid pace.

Planning and managing your wealth is critical to meeting your financial and lifestyle goals, now and in the future. Our specialist advisers work closely with IT professionals who may have little time to manage their financial affairs due to working across many time zones and constant travel to achieve their goals.

Macquarie Private Wealth can offer innovative financial solutions for IT professionals who are innovative by nature including:

• Diversify your excess cash flows and equity away from business related risks
• Provide personal wealth management services (focusing on Australian and international equity exposure)
• Offer business succession planning investment advice
• Employ a strong risk management framework

Next steps

1. We meet with you as an initial consultation where we assess your current financial situation and future goals
2. We enter a discovery phase that allows us to investigate further details relating to your current financial situation such as existing structures, cash flows, risk attitudes, current assets and other professional relationships
3. You are presented with a strategy paper which is a tender document detailing where Macquarie Private Wealth may provide value and includes fee details relating to the initial and ongoing service
4. On your acceptance, we implement our recommended strategic advice and provide ongoing reviews to suit your changing needs and circumstances

To find out how Macquarie Private Wealth can assist IT professionals for NSW please call 02 8232 8814 or Victoria on 03 9635 8522.

Medical

Financial solutions tailored to the medical professional.

At Macquarie Private Wealth, we have a team of specialist financial advisers who focus on tailored advice for clients in the medical profession.

With more than 40 years collective experience working with doctors and medical specialists, the team understands the industry and the issues that medical professionals may face.

A financial adviser will assess your financial and lifestyle goals and coordinate a team of financial specialists in the investment, tax, accounting, property, banking and legal professions to implement a tailor made financial plan.

Where it is considered relevant, you may be referred to external professionals for advice for tax and estate planning. This will ensure you are provided with an end-to-end solution for your financial needs.

Our medical professionals’ tailored service includes:

• Identify and quantify your financial and lifestyle goals
• Understanding and managing cash flow for budgeting and lifestyle planning
• Developing a portfolio management approach that incorporates a range of investments including direct securities, managed funds, superannuation and full service stockbroking
• Addressing your lending requirements including home, business and investment loans
• Understanding what level of protection you require including life insurance, income protection and critical illness insurance
• Focus on taxation management including annual tax returns and reporting, salary packaging and appropriate investment structures
• Reviewing wealth transfer plans including wills, succession planning and asset protection

To find out how Macquarie Private Wealth can assist the needs of medical professionals, please call (02) 8232 9759.

Keeping those in sport financially fit

Macquarie Private Wealth has a team of specialist advisers who focus on the specific needs of clients in the sports industry. We understand the individual nature of professional sports and provide a customised consultation process and advisory service for our clients.

There may be a lot of uncertainty in a professional sports career, so there is a need to start planning for the future as soon as possible. We work closely with sports professionals and understand that the peak of wealth accumulation may come much earlier in your career than other professionals. Macquarie Private Wealth can help you to start saving early and investing carefully to help make your current financial success remain throughout your life.

Our team has advised professionals across a broad range of sporting disciplines and understands the wealth management needs of those competing and the financial requirements post- career. As a client, you will enjoy:

• A comprehensive wealth management service for sports professionals and affiliated associations
• Strategic advice to help you plan, create, manage and protect your wealth now and in the future
• Access to a specialist adviser who will work with you to understand your financial, lifestyle and career goals and develop a personalised investment strategy

Our advisers provide extensive advice including:

• Identify and quantify your financial, lifestyle and career goals now and for the future
• Understand your current and expected income and identify potential income gaps and develop strategies to cover them
• Consider a range of investments that can assist with your financial security including equities, managed funds, superannuation and cash solutions.
• Implement a cash flow strategy to cover for future lifestyle needs as well as cover expenses, both planned and unexpected.
• Review individual financial positions to better understand lending requirements including investment and home loans or business and personal loans.
• Consider insurance solutions tailored to your needs and to protect your family’s future through estate planning as well as contract insurance, life insurance and income protection.