In detail

• Structuring your portfolio
  Structuring your assets wisely can make a sizeable difference to your long and short term financial future. Getting the balance of your portfolio right may help you manage your transactions and simplify your tax position.
• Optimum asset allocation
  The right mix of cash, fixed interest, shares and property in your portfolio is crucial to success. We work closely with you to identify a range of assets that will balance your appetite for risk with the need to meet your objectives.
• Hand picked investments with proven results We research a diverse range of investment opportunities before presenting you with a final selection in your tailored strategic financial plan.
• Taking the right actions
  Our core commitment is to add value to our clients’ wealth. The complex regulatory framework of financial markets is constantly changing and this provides opportunities to create value through insight and decisive action.

Things to consider

1. Your financial goals
   What are your short, medium and long term financial goals? Are you looking to generate income, achieve long term capital growth or diversify your investment portfolio? Do you have specific savings goals that you are working towards such as building a deposit for a home or investment property or are you looking to maximise your wealth for retirement?
2. Your financial circumstances
   What are your current income and taxation levels? What investments or assets do you have and how are they structured? What regular expenses or loan repayments do you need to meet?
3. Your risk profile
   What levels of risk suit you? Are you comfortable with debt or fluctuating investment values or do you prefer the security of long term or low risk investments?

How to apply

1. Talk to a Macquarie Private Wealth adviser. Call us on 0800 742 737 or contact your local office.
2. Read the Macquarie Private Wealth Application Booklet:
3. Complete the Application form in the Macquarie Private Wealth Application Booklet:
4. Complete the relevant NZ Identification Form appropriate for your investor type:
   Company or Business Non Corporate Trust or Super fund Corporate Trust or Superannuation fund Partnership Incorporated body or Association Unincorporated Body or Association Registered Co-operative Government Body
5. Send your completed Application Forms and copies of photo identification and a precoded bank deposit slip (note: application signatures must match identification) for each applicant to your Macquarie Private Wealth adviser. Office addresses are provided on the back cover of the Macquarie Private Wealth Application Booklet.
6. Your trading account will be opened within two business days and you will receive written notification of your new account number.