"Macquarie provides support on business development because they know that, when we succeed, they do too."
Offering clients with less complex portfolios access to a menu of cash, term deposits, insurance and SMAs.
Scale your investment process and manage risk with our end-to-end digital portfolio management engine.
We provide accounting and financial planning firms with tailored business banking, and invest in insights to assist you with your growth strategies.
With a range of benefits including transparency, efficiency and choice, managed accounts can offer an ideal solution for you and your clients.
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 that help you demonstrate the value of advice to the client of the future
How did the Australian property market perform in 2019? What's the outlook for property prices in 2020?
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.
We bring you technical updates, financial insights and industry expertise.
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.