Get the right help for your finances
With the growing number of financial services professionals, it can be hard to know who to go to for what services. Getting the right advice can help you plan and achieve your financial goals. The first step is to make sure you are dealing with a professional who is appropriately licensed through ASIC.
One of the roles of a financial adviser is to help you practice better cash flow management. Financial advisers will assess your current situation and can offer you personalised advice on ways to manage your cash more effectively and to support you on your journey to achieving your financial and lifestyle goals.
Tax accountants can offer you advice on tax and estate-planning, and assist with tax returns and other tax obligations. The services offered will depend on the accountant's specific knowledge and areas of specialisation.
You may want to work with a solicitor when seeking estate planning advice, making property investments or if you decide to set up an SMSF. Solicitors, as opposed to conveyancers, are always insured and should have a more in-depth knowledge of existing laws and changes to the legal system.
The main role of a stockbroker is to buy, sell and manage any shares which form part of your investment strategy. They can also offer you advisory services for a fee, as well as brokering of other financial products such as exchange traded funds (ETFs).
The Macquarie Cash Management Account (CMA) has been designed to make it easy for you to work with your financial services professionals. You can provide them with a range of access and visibility options over your account, making it easier for them to help you manage your affairs and allowing you get on with the things you enjoy most.