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