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PBB - Financial Planners
Macquarie Relationship Banking

Solutions for Financial Planners
Macquarie's Professional and Business Banking provides innovative banking services to professional service providers, including Financial Planners. Our specialised funding solutions can help facilitate a range of activities from practice acquisition to succession planning.
Solutions for Financial Planners

Products

Business lending: We provide innovative funding solutions to help Financial Planners fund all their business needs including junior partner buy-in. Our specialist approach means we can lend against a business’s assets and/or property.

Leasing:  Leasing can be arranged for clients to finance the acquisition of a range of equipment to meet business requirements.

Premium funding: A simple and affordable way to pay your insurance premiums. We can settle your insurance premium/s on your behalf and offer you a short-term loan that allows you to spread repayments over an agreed term.

Wealth Link:  Your doorway to a range of innovative Macquarie Bank products and specialist service providers. Save time & energy while maintaining control. Wealth Link is the gateway to innovative investment opportunities.

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Where we provide any advice on this website, it has been prepared without considering your objectives, financial situation or needs. Before acting on any advice on this website, you should consider its appropriateness to your circumstances and, if a current offer document is available, read the offer document before acquiring products named on this website.

Other than Macquarie Bank Limited ABN 46 008 583 542 (MBL), any Macquarie Group entity noted on this page is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). 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.