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Tools and resources

Delivering on your client promise:

How exceptional customer experience delivers business growth

In the financial advice sector, a competitive and compelling proposition focuses wholly on client needs, preferences and goals. We’ve developed five steps to help you develop a compelling client value proposition and, in doing so, create the foundation for sustainable growth.

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A guide to active cash management

A guide to active cash management

Actively avoid the risks of hidden, unproductive or idle cash.

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Access technical information and expertise in the one place, without having to search the web for industry facts and figures.

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Arm yourself with information on the latest scams and fraud activity. Learn how to protect yourself and your clients with useful tips to help you stay safe online.

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Discover how CHG Integrated Wealth use integrated cash flow management to keep clients on track.

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Security and scams hub

Arm yourself with information on the latest scams and fraud activity. Learn how to protect yourself with useful tips to help you stay safe online and beyond.

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From entrepreneur to enterprise

We've developed frameworks for your firm, to give you confidence in the strategic decisions your firm is making – and help translate them into action.

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Investment insights

The latest insights and expertise from Macquarie's investment experts. 

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Perspective 2020

Industry news and legislation

Keep up to date with the latest updates from our Technical Services team.

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Technical and advice resources

Browse technical resources and guides to help you with financial planning related topics, such as superannuation, tax and social security. 

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Client and business strategies

Explore insights to help your business, and tools to share with your clients.

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Security and scam protection

Arm yourself with information on the latest scams and fraud activity. Learn how to protect yourself and your clients with useful tips to help you stay safe online.

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CPD webinars

Browse our catalog of on-demand CPD webinars across a range of wealth management topics.  

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WVOW

Macquarie’s Wider View of Wealth

Your monthly digest of the latest in industry insights, technical advice resources and topical webinars.

Read the latest edition
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Platform and product updates

The latest on platform and product features and enhancements, to help your firm deliver efficiency and allow your advisers to spend more time with clients.  

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

 

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Additional information

Unless stated otherwise, this information has been prepared by Macquarie Bank Limited AFSL and Australian Credit Licence 237502. It is provided for the use of licensed and accredited brokers and financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.