Macquarie Private Office

Macquarie Private Office

Macquarie Private Office is a comprehensive service for individuals with demanding and complex personal and professional lifestyles.

Through a project management approach, we act as a catalyst to ensure the facilitation of all initiatives, from the administration of our client’s day-to-day financial affairs to the implementation of complex wealth solutions. By project managing key areas of advice with a range of external professional service providers, we can deliver a comprehensive oversight of your personal finances.

Our strategy is to measure your personal and financial goals against key indicators. Using these indicators, we monitor the progress of these agreed milestones through regular consolidated reporting – enabling you to keep up-to-date with your financial position.

This co-ordinated approach across the financial, accounting and legal disciplines enables you to remain in control.

Essentially, we are working for you as your team. Your private office.

How we can help you

Demands on your time can come from a number of areas - work, family or personal pursuits.

These demands may affect your ability to manage your financial affairs. Multiple relationships with a variety of professional service providers can further limit the amount of free time you have.

Macquarie Private Office works with you to reduce the amount of time you need to spend on your financial affairs, giving you the time to enjoy the freedom this brings.

As a team of specialists, we provide you with more than just investment opportunities. Macquarie Private Office manages the administration of your everyday financial affairs through to the implementation of complex wealth solutions. A co-ordinated approach across financial, and external accounting and legal disciplines enables you to remain in control.

With greater control of your personal finances, Macquarie Private Office offers you:

• More time to devote to family, friends and personal pursuits
• Security in knowing your financial affairs are being centrally managed
• The ability to capitalise on investment market opportunities as they arise

 

How we work

Macquarie Private Office is a comprehensive service for clients that have demanding personal and professional lives, coupled with complex financial needs. With one point of contact, you receive the dedicated service you deserve.

Through a project management approach, we aim to solve and help implement all your financial initiatives, responding to your changing priorities and market conditions.

Our unified approach underpins our commitment to service excellence. By project managing key areas of advice with a range of external professional service providers, we can deliver a comprehensive oversight of your personal finances. The areas of advice we believe are critical to achieving your personal and financial goals include:

• Lifestyle goal management
• Cashflow management
• Portfolio management
• Taxation management
• Debt management
• Estate planning and asset protection
• Risk management

The Macquarie Private Office’s strategy is to measure your personal and financial goals against key indicators. Using these indicators, we monitor the progress of these agreed milestones and provide you with a high degree of transparency and accountability.

This transparency is delivered through regular consolidated reporting – enabling you to keep up-to-date with your financial position.

Not only can you be confident that your wealth management strategy is on track, you can see it working.

 

The team

The team has access to resources within the Macquarie Group allowing it to draw on research, banking and insurance services, and provide clients with access to innovative investment solutions. The team accesses high quality external research and coordinates advice provided by external professional service providers across the financial, accounting and legal disciplines. This provides you with streamlined and coordinated advice combined with a highly personalised service.

This service is tailored to help you achieve your personal and financial objectives by delivering robust solutions. As your priorities change, so will the composition of the dedicated team we assign to your affairs - whether you are planning on starting a business, or reviewing your estate plan, we will coordinate the appropriate service providers available within and outside of Macquarie.

The Macquarie Private Office team is comprised of the following roles:

Relationship Manager
The Relationship Manager is primarily responsible for finding, exploring and managing relationships with external professional service providers such as accountants and lawyers. Their aim is to foster relationships so that Macquarie Private Office can develop a better understanding of external parties who are important to meeting your needs.
Strategic Wealth Manager
The Strategic Wealth Manager is responsible for discovering your needs and objectives. They work closely with the Portfolio Manager to provide advice and develop strategies around each of the key advice areas. The Strategic Wealth Manager also coordinates advice from professional service providers to manage your lifestyle goals, cashflow, taxation, debt, estate planning, asset protection, and risk.
Portfolio Manager
The Portfolio Manager works with the Strategic Wealth Manager to provide advice, focussing on portfolio management. The Portfolio Manager utilises Macquarie's research, as well as external research to construct and review your personalised portfolios, and implement the most appropriate investment strategy for you.
Client Project Manager
The Project Manager works with the Strategic Wealth Manager and Portfolio Manager to develop and implement initiatives relative to the agreed goals as part of your project plan. They are integral in the coordination and reporting of the key advice areas, working with you to ensure all your financial needs are looked after, and that our services are performed to high standards.
Client Service Manager
The Client Service Manager works with the Project Manager to assist with the implementation of your project plan, the execution of your strategies, and to perform any other additional tasks. They help with administration support in order to provide a seamless service and quality experience for you

 

NSW Team

Each member of the Macquarie Private Office advisory team has more than 10 years experience in the wealth management industry gained from working with high net worth clients, each with their own unique financial situations.

Jeffrey Wrightson	Michael Clayton	Chris Forrest
Heath McLaren	Michael Foster	David Turnbull
Mark Aranjo	Emma Brickacek	Nina Kazmierczak
Anna Shaw	Lucette Thompson	Katherine Davis

 

VIC Team

John Brown	Andrew Pearce	Martin Roche
Paul Guthrie	Sarah Zhou	David Pope