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Virtual Adviser Network
In a changing advice landscape, we’re committed to helping business principals build a sustainable, prosperous business for their clients, their teams and their leaders.
Why VAN?
Join a curated community of growth-focused financial advice business leaders and connect with the expertise, tools and solutions you need to solve business challenges and drive growth.
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As a committed partner to the financial advice industry in Australia, we think it's vital to support aspirational and high performing firms on their growth journey, and to work with them to deliver insights and embed practices that will position them for success.
Toolkit: Plan for sustainable, scalable growth
Read the article—
How Bridge Private Wealth plans to double its size
Bridge Private Wealth is a relatively young firm with big ambitions. Director Jessica Waller explains how the Build for Future VAN program made her business goals feel attainable – and how Bridge achieved more in 12 months than the previous five years.
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Download our guide
The 5 disciplines to scale your business
Planning for sustainable growth
Our guide is to help you through the process of building a strong operational model in a competitive Australian market.
Insights
What Australian wealth management firms can learn from Aspiriant
Aspiriant has become one of the largest independent wealth management firms in the US. CEO and Co-Founder Rob Francais shares how his commitment to creating a national service partnership model has established the foundation for scalable, sustainable success.
Is your business 'playing to play', or 'playing to win'?
This guide will give you the tools to make better leadership decisions and execute on them successfully.
How exceptional customer experience delivers business growth
In the financial advice sector, a competitive and compelling proposition focuses wholly on client needs, preferences and goals. We’ve developed five steps to help you develop a compelling client value proposition and, in doing so, create the foundation for sustainable growth.
Macquarie VAN Build for the Future
Build for the Future is an 18-month program where you’ll work with our experts and your peers to embed the foundations for growth and set your firm up for a sustainable, prosperous future.
You’ll typically join a community of 6-12 like-minded business leaders facing similar challenges to yours in a Build for the Future pod. These firms will participate with you in workshops, share insights about their firms and collaborate with you throughout the program.
Your dedicated team
In a changing advice landscape, we’re committed to helping business principals build a sustainable, prosperous business for their clients, their teams and their leaders. Being part of VAN offers you the opportunity to leverage our expertise and experience working with over 100 of the industry’s highest performing firms since 2011.
Download the report
Our guide help you through the process of building a strong operational model in a competitive Australian market.
Talk to us today
To understand more about how Macquarie can help your business thrive in a changing environment, talk to our team.
Additional information
This information is provided by the Macquarie Virtual Adviser Network (VAN). VAN’s services are provided by Macquarie Bank Limited ABN 46 008 583 542 AFSL 237502, a member of the Macquarie Group.
It is provided for the use of 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.