When you’re building a future with your clients, who you’re with matters


We're with Macquarie

At Macquarie, we believe it’s who you share your life with that matters. And that includes the uniquely personal relationship your clients have with you, their trusted adviser.

We’ve developed a short film to encourage Australians to talk to their local financial adviser about how to grow their future.

Watch the film, or learn more about how we’re encouraging Australians to talk to you.

 


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Our solutions

 

The relationship you build with your clients deserves to be supported by over 50 years of experience and a commitment to the advice profession.

Cash management solutions

Our Cash Management Account and Cash Management Accelerator Account offer you and your clients award-winning functionality to enable control, transparency and speed. 

Macquarie Wrap

Our platform offers simpler, more powerful ways for you to manage your clients’ money. That way, you can focus on what’s valuable – building deeper connections with your clients.

Talking to your clients

Macquarie’s cash management solutions

Macquarie’s cash management solutions

Make the Macquarie Cash Management Account the centre of your clients’ wealth ecosystem and they will benefit from transparency, detailed reporting and zero account keeping fees.

Macquarie’s Wrap platform

Macquarie’s Wrap platform

With Macquarie’s Wrap platform, your clients will enjoy the flexibility, transparency and support that comes with housing all your investments in one place.

Solutions for clients with less complex needs

Solutions for clients with less complex needs

Consolidator II Engage offers your clients with less complex needs access to a right-sized investment menu. Enjoy simple fees and access to a menu of cash, term deposits, insurance* and SMAs.

“The uniquely personal relationship you build with your clients deserves the support of over 50 years of experience.”

Cameron Garrett
Head of Wealth Solutions
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More information

Learn more about how we’re talking to clients

Contact us

Monday to Friday 8am – 7pm (Sydney time)

1800 025 063

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Additional information

This information has been prepared by Macquarie Bank Limited AFSL and Australian Credit Licence 237502. It is provided for the use of licensed and accredited brokers and financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.

Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237 492 RSEL L0001281 (MIML) is the operator of Macquarie Investment Manager, Macquarie Investment Manager II, Macquarie Investment Consolidator, Macquarie Investment Consolidator II and Macquarie Investment Accumulator; and is the Trustee of the Macquarie Superannuation Plan.

Funds invested on your behalf by MIML are not deposits with or other liabilities of Macquarie Bank Limited or any other entity of the Macquarie Group and are subject to investment risk, including possible delays in repayment and loss of income and capital invested. None of Macquarie Bank Limited, MIML, or any other member of the Macquarie Group guarantees any particular rate of return or the performance of the investments, nor do they guarantee the repayment of capital.

This information is provided for the use of licensed and accredited brokers and financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.
 

Target Market Determinations are available at our Design and Distribution hub.