Make budgeting a breeze with our smart tools

Friday 27 July 2018

Managing your money made easy

27 Jul 2018

Our smart digital tools can help your clients stay on top of their finances. When they log into their account, they’ll get an overall picture of their financial position as well as being able to easily access their statements.

They can get a snapshot of their spending habits and set monthly budgets personalised to their needs. Our intuitive technology categorises their payments and spending, and it’s quick and easy to upload receipts alongside transaction information. To reduce admin at tax time, they can download a tax report based on what they’ve tagged as tax-related.

Share this video with your clients to help them get started with their home loan and associated products.

Topics: Profession:

Share this

If you enjoyed reading this article, why not share it?

Simply copy and paste the text and include a link to the article. Please read the Expertise Articles Terms of Use before sharing.

Related articles


 

Subscribe to our monthly newsletter

We bring you technical updates, financial insights and industry expertise.

Thank you for subscribing.
There seems to be an error with your request, please contact us.

Simply fill out your details below:

The information you provide on this form will be retained and handled by Macquarie in accordance with our Privacy Policy and we may contact you about products or services we feel may be of interest to you. If you do not wish to provide all details or receive information of this nature, please phone us on 13 62 96.

Find out how we can help


If you'd like to speak to a specialist about how we can help build your business, get in touch.

Important Information

Restricted to financial services professionals

This information on this website is provided for the use of financial services professionals only. In no circumstances is it to be used by a potential investor for the purposes of making a decision about a financial product or class of products.

In order to proceed, please confirm that you are a financial services professional by clicking 'I accept'. 

Except for Macquarie Bank Limited ABN 46 008 583 542 AFSL and Australian Credit Licence 237502 (MBL), any Macquarie entity referred to on this page is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). That entity's obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise.