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Financial advisers
Everything we do is to support you – so you can spend less time on admin, and more time with clients.
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Business woman standing outside Macquarie Julia
A smarter product ecosystem is just the beginning
"I have absolute confidence in Macquarie’s ability to keep us ahead of the technology curve."
Our platform evolution is here
We’ve launched some simpler, more powerful ways to help you manage your clients’ money. It’s all part of our multi-year platform evolution.
Forms and tools
Access the tools and resources you need efficiently and seamlessly – forms, offer documents and performance reporting.
Macquarie Consolidator II - Engage
Consolidator II Engage offers clients with less complex portfolios access to a menu of cash, term deposits, insurance and SMAs.
Banking solutions
Insights
The Cash Flow Management Opportunity
Insights that help you demonstrate the value of advice to the client of the future
The future of wealth platforms
How can platforms help to enhance the relationship between advisers and clients? This video from the Macquarie Technology Summit discusses the themes of digitisation, personalisation, data and security and how they will impact the future of wealth platforms.
2022 Federal Budget
We've reviewed all aspects of the Budget and our analysis summarises what it means for you and your clients. Access our reports for financial services professionals, individuals and the market.
Little black book phone app
Little Black Book
Additional information
Unless stated otherwise, this information has been prepared by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237 492 RSEL L0001281 (MIML). 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.
The Macquarie Wrap products referred to on this page are issued by MIML. This information doesn’t take into account individual needs or financial situations - consider our Product Disclosure Statement (or other applicable offer document(s)) available on the Macquarie website, to decide if our products are right for you and whether you should acquire or continue to hold a product.
Funds invested on your behalf by MIML are not deposits with or other liabilities of Macquarie Bank Limited ABN 46008583542 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.
Target Market Determinations for Macquarie issued products are available at our Design and Distribution hub.