How we can work together

Building your strategy

Discovery and needs analysis

From the very beginning of our relationship with you, we are focused on thoroughly understanding who you are, how you’ve built your wealth, and your aspirations for you and your loves ones.

We’ll work together to determine your financial goals, measures of success, and risk appetite.

Engagement and implementation

Once we have a comprehensive understanding of your needs, we’ll work with you to create a personalised and long-term investment strategy.

Your asset allocation will reflect your financial goals, and importantly, your preferences and risk profile. We’ll ensure you’re across the full picture, including understanding the benefits and trade-offs of every recommendation.

Reviews and feedback

We work around your preferences to ensure you’re kept up to date and informed of how your portfolio is tracking against your goals, together with updates on any significant changes to your investments. Through the ups and downs of market cycles, we’ll be your steadfast supporter, every step of the way.

Our services

Our offerings, your portfolio

Strategic wealth planning

Our team delivers full-service and strategic financial advice. We work with you to create a highly personalised long-term strategy, based on your goals, values and aspirations. We take a holistic view of your wealth and consider the appropriate structures and strategies for your circumstances. We can also work with your team, such as your accountants, lawyers, and estate planners, to help build and protect your wealth for the next generation.

Investment advice

We work with you to design a portfolio suited to your goals and your risk profile. Our advice is underpinned by our heritage in investing, together with the expertise and governance of our investment strategy team. In addition, our team has access to insights from Macquarie’s global network, spanning investment markets and economics.

Banking and borrowing solutions

We provide introductions for both personal and business banking solutions to complement your wealth strategy, which also gives you access to our award-winning banking experience. Because we offer full-service financial advice, we advise on your debt in the context of your broader portfolio, going beyond the transaction to see your big picture.

Not-for-profit organisations

Navigating the unique Australian not-for-profit (NFP) landscape demands a partner with specialised insight. Our NFP specialist team can work with you to build the financial foundations your organisation needs for long-term sustainable success. Drawing on the capabilities of specialist teams across Macquarie, we design bespoke, best practice solutions that work for your NFP organisation, spanning asset management, banking, investment advisory, community engagement and more.

Exclusive insights with Inner Circle

When you’re a Macquarie Private Bank client, you join our inner circle. We share exclusive access to our insights monthly, backed by our local and global reach and expertise.

Take the next step

Our dedicated team is ready to talk to you about becoming a Macquarie Private Bank client.
You can learn more about how to become a client below.

Request a call

Our philosophy

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Additional information

Macquarie Private Bank's services are available to selected clients only at Macquarie’s discretion.

This information is provided by Macquarie Private Bank, a division of Macquarie Bank Limited ABN 46 008 583 542, AFSL 237502 (“MBL”). It does not take into account your objectives, financial situation or needs. You should consider whether its suitable for you and your personal circumstances.