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Advice specialties

Get quality advice on a full range of investments

If you have an active interest in the financial market, full-service stockbroking may be for you.

Every day, our advisers have access to information and materials from leading analysts and researchers. We have access to rigorous research and statistical software that evaluates investment portfolios, to provide the most efficient structures and asset mix to help you achieve your financial goals.


Client scenario: Stockbroking solutions for the time-poor

Clint, aged in his 60s, is a corporate real estate business owner. He had always taken a keen interest in the financial market, as well as corporate and economic news and events.

Stockbroking solutions

Part of my role is to bring my clients, who are usually time-poor, up-to-date market information that will help them make informed and fast decisions.

Alan, Investment Adviser

Meet

Clint engaged a Macquarie adviser, Alan, 14 years ago with the goal of handing over management of his investment portfolio of Australian shares and derivatives to an experienced adviser.

Plan

Given Clint's high level of market knowledge, Alan executed a plan focused on delivering calculations, forecasts, innovative trading ideas and opportunities, as well as up-to-date stock market information.

Empower

Alan still manages Clint's investment portfolio today. With research and tools at his disposal, Clint makes trading decisions with confidence.

Boost or protect the value of your shareholdings

Derivatives are a type of financial product which allow you to trade on your view of future prices.

Derivatives can enable you to benefit from both rises and falls in market prices, and can be used as a risk management tool to protect the value of your shareholdings from adverse market movements.

Derivatives may not be suitable for all investors so it’s important you understand the risks involved. Derivatives can result in losses which exceed your initial capital invested.

We are committed to providing appropriate investment opportunities and financial solutions for each client's individual needs. In doing so, we source a wide range of solutions from both within Macquarie and other leading providers in Australia and around the world.


Client scenario: Diversified portfolio using derivatives

David is a doctor in his 40s with his own private practice. With a good understanding of the risks associated with derivative strategies, he approached Macquarie to look to improve his returns.

Diversified portfolio

Derivatives can add a lot of value to the right client. Depending on their needs, we have simple as well as tailor-made offerings for clients who want derivatives included in their investment portfolio.

Ben, Senior Investment Adviser

Meet

When he began working with Ben, a Macquarie Adviser, David had a firm set of goals for what he wanted to achieve, including spending less hours at work.

Plan

With the research and insights Ben collated, he outlined the risks and benefits associated with diversifying David's portfolio. From that information, David decided to move to a more diversified portfolio that consisted of derivatives and stocks.

Empower

As a result of David's new investment portfolio with derivatives, he reached his personal goal of working four instead of six days per week.


Take the first step to planning your financial future


Before meeting a financial adviser
Planning for your future doesn't have to be a daunting experience. To begin with, think about your short, medium and long-term lifestyle and financial goals, and collate information that relates to your existing financial position.
I'm ready. What's next?
To discuss your financial future, book an obligation-free first consultation.

Macquarie advisers across Australia

Welcome to Macquarie – Sydney

Global expertise, local service

Everything we do at Macquarie is done with a focus on delivering quality advice and outstanding service to our clients. We have an expert team of advisers, researchers, analysts and technical specialists who share information and insights, so that every client across the country has access to the best Macquarie has to offer.

Macquarie's Shelley Street office, a 6 Star Green Star rated building, has a dedicated team of professionals working across wealth management, superannuation, retirement planning, insurance and investing.

Get in touch with us for an obligation-free first consultation.

Our main focus is providing quality financial advice to our clients to help them achieve their individual goals. We take a strategic approach to the advice we provide and a consistent approach to the service we offer. We care about the big things and the little things.

Chris, State Manager

Welcome to Macquarie – Manly, Sydney

Global expertise, local service

Everything we do at Macquarie is done with a focus on delivering quality advice and outstanding service to our clients. We have an expert team of advisers, researchers, analysts and technical specialists who share information and insights, so that every client across the country has access to the best Macquarie has to offer.

Macquarie's Manly team are dedicated supporters of the local community, and take a keen interest in getting the best financial results for clients.

Get in touch with us for an obligation-free first consultation.

For us, quality advice means great relationships, discipline, and good results for our clients.

David, Senior Investment Adviser

Welcome to Macquarie – Canberra

Global expertise, local service

Everything we do at Macquarie is done with a focus on delivering quality advice and outstanding service to our clients. We have an expert team of advisers, researchers, analysts and technical specialists who share information and insights, so that every client across the country has access to the best Macquarie has to offer.

Macquarie's Canberra office has a highly experienced team that is well-regarded in the community and industry. Working across strategic financial planning and full-service stockbroking, the team applies its deep understanding of the local community to its solutions.

Get in touch with us for an obligation-free first consultation.

We believe passionately in the importance of high quality financial advice that enables Australians to better manage their wealth, giving them financial security now and into the future.

Stephen, State Manager

Welcome to Macquarie – Melbourne

Global expertise, local service

Everything we do at Macquarie is done with a focus on delivering quality advice and outstanding service to our clients. We have an expert team of advisers, researchers, analysts and technical specialists who share information and insights, so that every client across the country has access to the best Macquarie has to offer.

Macquarie's Melbourne team are dedicated supporters of the local community and charities. Our advisers take a keen interest in providing quality advice designed to help clients reach their financial goals.

Get in touch with us for an obligation-free first consultation.

Welcome to Macquarie – Brisbane

Global expertise, local service

Everything we do at Macquarie is done with a focus on delivering quality advice and outstanding service to our clients. We have an expert team of advisers, researchers, analysts and technical specialists who share information and insights, so that every client across the country has access to the best Macquarie has to offer.

Macquarie's Brisbane office has a dedicated team of professionals working across wealth management, superannuation, retirement planning, insurance and investing. Brisbane's advisers are committed supporters of the local community and volunteer with local charities.

Get in touch with us for an obligation-free first consultation.

In our business, we strive for the highest standard of advice for our clients.

Steve, State Manager

Welcome to Macquarie – Broadbeach

Global expertise, local service

Everything we do at Macquarie is done with a focus on delivering quality advice and outstanding service to our clients. We have an expert team of advisers, researchers, analysts and technical specialists who share information and insights, so that every client across the country has access to the best Macquarie has to offer.

Macquarie's Broadbeach office has a dedicated team of professionals working across wealth management, super, retirement planning, insurance and investing. Our advisers are enthusiastic supporters of the local community and volunteer with local charities.

Get in touch with us for an obligation-free first consultation.

Welcome to Macquarie – Perth

Global expertise, local service

Everything we do at Macquarie is done with a focus on delivering quality advice and outstanding service to our clients. We have an expert team of advisers, researchers, analysts and technical specialists who share information and insights, so that every client across the country has access to the best Macquarie has to offer.

Macquarie's Perth office has a dedicated team of professionals providing holistic solutions for wealth management across financial strategy, super, retirement planning, insurance and investing. Our advisers are committed supporters of the community and volunteer with local charities.

Get in touch with us for an obligation-free first consultation.

Welcome to Macquarie – Adelaide

Global expertise, local service

Everything we do at Macquarie is done with a focus on delivering quality advice and outstanding service to our clients. We have an expert team of advisers, researchers, analysts and technical specialists who share information and insights, so that every client across the country has access to the best Macquarie has to offer.

Macquarie's Adelaide team works together to make sure clients receive a high level of professionalism and care. Our advisers are dedicated supporters of the community and volunteer with local charities.

Get in touch with us for an obligation-free first consultation.

We want what you want. That’s the level of personalised service we aim to offer all of our clients. At the end of the day, only our clients can tell us that we have surpassed the level of quality they expect from us.

Kieran, State Manager

Explore our other advice specialties

Wealth planning

Plan, accumulate and protect your wealth with strategic financial planning.

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Retirement and Super

Make the most of your hard work with retirement planning and superannuation.

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Insurance

Protect the foundation of your wealth with insurance advice.

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Would you like to know more?


Need clarity on stockbroking, derivatives and investments in general? Explore our Expertise section for helpful information, tips and advice.

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Macquarie Vision

A smarter perspective on your wealth

At Macquarie we believe getting the right perspective on your wealth is critical to your future success. Macquarie Vision is designed to give you that perspective by bringing together your investments in a single, integrated digital experience and providing you with the tools to make the most of your opportunities.

Why choose Macquarie?


Quality advice
We focus on providing quality tailored advice, supported by outstanding service.
A better way to build wealth
Discover innovative financial solutions across our products to plan, build, manage and protect your wealth.
More opportunities
Our experts can create financial opportunities for you across local and global networks.