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With Macquarie Full Service Stockbroking you go through a 5-step advice process:
| Step 1 |
Initial consultation
- obligation-free appointment or phone consultation
- we assess your situation to see if the service suits your needs.
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| Step 2 |
Needs analysis
We:
- study your portfolio
- establish your short and long-term goals
- decide your sector preferences
- assess the level of risk you are comfortable with.
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| Step 3 |
Develop strategy
- we develop a strategy to achieve your goals.
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| Step 4 |
Implement strategy
- we implement all the changes required for your new strategy.
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| Step 5 |
Ongoing relationship
- you can receive regular updates for a more dynamic portfolio.
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This document contains purely factual information and does not involve the expression of an opinion or a recommendation. It does not constitute financial product advice and should not be relied on as such. None of the information takes into account your personal objectives, financial situation or needs and you must determine whether the information is appropriate in terms of your particular circumstances.
For information relating to our financial services you should refer to the Macquarie Equities Ltd Financial Services Guide.
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