Wealth Management
Focused on achieving your goals.
In brief
We take a holistic view of your overall financial circumstances to offer you the most appropriate opportunities to create, build and protect your wealth.
Our Wealth Management service offers a comprehensive range of personalised advice, including wealth building strategies and strategic investment opportunities.
We take a holistic view of your overall circumstances and future goals to identify your unique needs and aspirations.
Once we have a complete picture of your current position and your short, medium and long term objectives, we will work with you to implement the most effective strategies to help you achieve your goals.
We also provide a regular review and appraisal of your financial strategies to keep your wealth accumulation and goal accomplishment on track.
We don't just offer our clients Macquarie products and solutions. We're committed to providing the most appropriate investment opportunities and financial solutions for each client's individual needs. In doing so, we source a wide range of solutions both from within Macquarie and from other leading providers within New Zealand, Australia and around the world.
Our wealth management service can help you build and accelerate your wealth with a broad range of tailored solutions and strategic advisory options including the following:
Product
Description
Needs analysis
A comprehensive analysis to help you identify your goals, needs and priorities over the short, medium and long term and to pinpoint key financial issues based on your current position.
Risk analysis
Personalised risk profiling to help you determine what levels of investment risk suit you.
Wealth accumulation
Strategic financial planning focused on building and accelerating your wealth in accordance with your overall lifestyle and financial goals.
Retirement planning
Tailored retirement planning focused on meeting your unique needs and goals.
Effective investment strategies
Strategies customised to your particular financial circumstances and portfolio characteristics to help you optimise your taxation position.
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