Grow your wealth

Advice specialties

A robust financial strategy for your goals and objectives

No two clients are ever the same, and this is reflected in our financial plan for you.

No matter where you are in your life or business cycle, our advisers work with you to gain a deep understanding of your needs and ensure your financial foundations are in place, before identifying and putting to action a tailor-made plan based on your goals and risk tolerance.


Client scenario: Financial planning to take a career break

Tobias had recently sold his successful business in an effort to take a career break and rethink his options. He had a large extended family and a desire to do charity work. While his accumulated wealth could keep him financially independent for the next few years, Tobias needed a long-term plan.

Retirement Financial planning

There should come a point when the adviser is able to say 'If you chose not to work tomorrow, this is the likely impact and these are the ways you could still achieve the objectives you told me about'.

Stephen, Senior adviser

Meet

Stephen, a Macquarie adviser, discovered that Tobias had multiple objectives, as well as assets and property that had not been actively managed due to his busy lifestyle.

Plan

Tobias wanted to make a difference in his community, and leave a legacy for his family. After setting up his wealth structures, Stephen created a portfolio with an appropriate asset allocation, as well as a retirement and estate plan.

Empower

With a sustainable plan in place, Tobias was able to pursue his dream job with a charity, and make considerable ongoing financial contributions to both his community and family.

Safeguard your most valuable asset - you

It can be uncomfortable discussing the unthinkable, leading many to avoid the topic of insurance until an injury or illness occurs. By planning for risk at all stages in your life, you put yourself in a much better position to protect your family and assets.

Our advisers are expert in getting to the core of what you need. We offer a range of solutions including life cover, income protection, business expenses and key person insurance to suit your needs and situation.


Client scenario: Insurance for multiple business partners

Mark was an equal owner of a small business with three other partners. Each partner specialised in a key area of the business and Mark was concerned about the ongoing success and sustained profitability of the firm should a partner need to leave for any reason; for example, a health reason. Losing anyone would be detrimental.

Insurance

Insurance gives you the peace of mind that if something were to happen, you could maintain your lifestyle and business with as minimal financial interruption as possible.

Rui, Advice Specialist

Meet

Rui, a Macquarie Advice Specialist, met all four partners together to discuss their needs in an open and honest conversation.

Plan

With the figures Rui had been given, he selected the right insurance policies that were designed to support the business if one or more of them were not available.

Empower

With appropriate insurance in place to support the business, Mark and his partners felt confident that if anything was to happen to one of them and they were unfit to work, they would be covered.


Take the first step to planning your financial future


Before meeting an 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

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.

Have questions about financial advice?

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