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Perspectives to help you thrive
With Macquarie perspectives it’s easier for you to stay ahead.
Coronavirus resource hub
The financial and personal wellbeing of our clients remains our priority. Here you’ll find helpful insights and guidance for remaining resilient during this time.
The Cash Flow Management Opportunity
Insights that help you demonstrate the value of advice to the client of the future
Reaching more clients with cash flow management
By building an advice model around cash flow management, Pursue Wealth has created a community of ongoing advice clients, reaching out to a younger demographic many advisers find hard to engage.
The Propensity Project
Uncovering the propensity for clients to stay, recommend and do more business with the firm.
Growing businesses are learning businesses
Insights for practice principals:
The business environment is constantly changing, we work every day to make it easier for you to stay ahead.
We listen to advisers and accountants for custom research, and then deliver with action-focused guidance.
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We bring you technical updates, financial insights and industry expertise.
Additional information
Unless stated otherwise, 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.