Who you share your life with matters
We're with Macquarie
At Macquarie, we believe it’s who you share your life with that matters. And that includes the uniquely personal relationship you have with your financial adviser.
That’s why we’ve been supporting your local adviser with over 50 years of experience.
Through your adviser, you can access Macquarie’s cash solutions and an investment platform that gives you access to investments that might not usually be available to direct investors.
Watch the film to learn more.
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The benefits of professional financial advice
Each advice practice is slightly different, and it's important that you find an adviser who meets your specific needs. Some of the benefits of using a financial adviser include:
Support in goal setting and planning
Financial advice can add as much as 5.2% to your wealth’s growth rate every year*. A good financial adviser will get to know you personally, understand your vision for your family’s future, and help you build a plan to achieve your aspirations.
Build your wealth
Your adviser can set a roadmap to achieving your goals, and help you prioritise paying off debt, saving money and investing to grow your wealth. Depending on your specific needs, they can help with budgeting, investing, optimising your super, preparing for retirement, estate planning and more.
Confidence in your financial security
With a licensed adviser you can gain support to navigate insurance options to protect and prepare you and your family for what the future may hold.
Learning what’s possible
Your adviser can act as a qualified coach and a champion for your success. They can help you learn what’s possible, choose investments suited to your circumstances, and help you make your superannuation and tax circumstances work best for you.
Find an adviser
Visit the Australian Government’s moneysmart website for guidance on how to choose a licensed financial adviser.
Adviser welcoming client into office
Macquarie’s solutions
Macquarie’s wrap platform
Talk to your adviser about the investment platform that houses all your investments in one place.
Cash management solutions
With the Macquarie Cash Management Account at the centre of your finances, you and your adviser will benefit from transparency, detailed reporting and zero account keeping fees.
Ready to start?
If you’d like to open a wrap account or an advised cash management account, please speak to your local financial adviser.
Help finding an adviser
Search for an adviser by name or find a licensed adviser close to your home.
Help Centre
If you have any other questions about wrap, the Macquarie Cash Management Account or other Macquarie products, visit our Help Centre.
Additional information
This information has been prepared by Macquarie Bank Limited AFSL and Australian Credit Licence 237502 and does not take into account your objectives, financial situation or needs. Before making any financial investment decision or a decision about whether to acquire a product mentioned on this page, a person should obtain and review the terms and conditions relating to that product and also seek independent financial, legal and taxation advice.
Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237 492 RSEL L0001281 (MIML) is the operator of Macquarie Investment Manager, Macquarie Investment Manager II, Macquarie Investment Consolidator, Macquarie Investment Consolidator II and Macquarie Investment Accumulator; and is the Trustee of the Macquarie Superannuation Plan.
Target Market Determinations are available at our Design and Distribution hub.