How we help you connect with your clients

We offer support that goes much deeper than any one technology, product or platform. We make it easier for you to focus on what matters most – your clients.

"Macquarie's CMA is easy for our clients to use."

Virginia Heyer StrategyOne Advice Network
Pursue Wealth

Reaching more clients with cash flow management

By building an advice model around cash flow management, Pursue Wealth, a Victorian advice firm, has created a community of clients who each have a clear pathway to achieving their wealth creation and lifestyle goals.

Learn why cash flow management is a key pillar of the Pursue Wealth approach to helping their clients. 

Professional man in a suit sitting in a meeting room speaking and being filmed. Customer - Charlie

The human side of high net worth advice

With a conscious focus on providing high touch service for high net worth individuals, Pitcher Partners Sydney’s Wealth Management practice has built an award-winning financial advisory business with enduring private client relationships.

 

Macquarie's CMA is easy for our clients to use

Virginia Heyer - StrategyOne Advice Network

 

Our business runs smoothly with Macquarie's CMA

Charlie Viola - Pitcher Partners

 

Reaching more clients with cash flow management

Sam Robinson & Josh Wingrove - Pursue Wealth

Products and platforms

Our suite of wealth products and platforms are designed to integrate with the business solutions you already rely on. It’s part of our commitment to delivering simpler, more powerful ways to manage your clients’ money.

 

Opening a new CMA

If you’d like to know more about our CMA, request a call below and one of our specialists will be in touch. 

New to Macquarie?

  • Check that Macquarie is available on your approved product list.

  • Register yourself to start opening CMAs by completing our adviser registration form.

Already registered?

After you're registered, click on the link below to open a CMA online. 

Contact us

Monday to Friday 8am – 6pm (Sydney time)

1800 808 508

Talk to us today

To speak to a specialist complete this form and we'll be in touch.

Help and support

Visit our Adviser Help Centre and search our adviser FAQs.

Additional information

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.

Macquarie Online Trading is a service provided by Third Party Platform Pty Ltd (TPP) ABN 74 121 227 905 AFSL 314341, at the request of MBL. TPP is a Participant of the ASX Group. Neither TPP nor MBL are representatives of each other. Some of the fees paid to TPP for the provision of its services will be remitted to MBL. TPP and MBL do not provide personal financial advice in relation to Macquarie Online Trading.