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A partner that connects you to more

We bring you a smarter ecosystem of products that work in harmony with your business and investment approach, supported by the deep expertise of our people. 
Dane Pymble, Macquarie client

"Macquarie provides support on business development because they know that, when we succeed, they do too."

Dane Pymble Infinitas Asset Management

Products and platforms

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Macquarie Consolidator II - Engage

Offering clients with less complex portfolios access to a menu of cash, term deposits, insurance and SMAs.

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Digital portfolio manager

Scale your investment process and manage risk with our end-to-end digital portfolio management engine.

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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.

 

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Managed accounts

With a range of benefits including transparency, efficiency and choice, managed accounts can offer an ideal solution for you and your clients. 

 

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Featured

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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.

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Insights

The Cash Flow Management OpportunityCash research

The Cash Flow Management Opportunity

Insights that help you demonstrate the value of advice to the client of the future

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Perspective 2020

Property insights report - January 2020

How did the Australian property market perform in 2019? What's the outlook for property prices in 2020?

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2021 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.

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