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Helping you and your business thrive
With Macquarie you have support that goes much deeper than any one technology, product or platform.
A partner that connects you to more
"Macquarie provides support on business development because they know that, when we succeed, they do too."
Macquarie Consolidator II - Engage
Offering clients with less complex portfolios access to a menu of cash, term deposits, insurance and SMAs.
Digital portfolio manager
Scale your investment process and manage risk with our end-to-end digital portfolio management engine.
Specialised banking solutions
We provide accounting and financial planning firms with tailored business banking, and invest in insights to assist you with your growth strategies.
Managed accounts
With a range of benefits including transparency, efficiency and choice, managed accounts can offer an ideal solution for you and your clients.
Featured
The Propensity Project
We measure 27 attributes of the advice experience that tell us about client satisfaction, and a number of metrics around referrals and retention, and we’ve used the results to create a number of resources for you and your firm to use.
Head of Engagement Programs for Macquarie Wealth Management, Sherise Mercer, says the project has highlighted a new trend among high-performing practices.
Insights
The Cash Flow Management Opportunity
Insights that help you demonstrate the value of advice to the client of the future
Property insights report - January 2020
How did the Australian property market perform in 2019? What's the outlook for property prices in 2020?
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.
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.