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Whether you are looking for one off investment advice or a comprehensive financial plan, Macquarie Wealth Management can offer you as much or as little advice as you need depending on your current financial situation. Macquarie Wealth Management comprises a national network of Financial Advisers, Mortgages, Insurance and Investment Specialists who can assist with a wide range of financial strategies to ensure that you achieve your financial goals.
Select from:
Comprehensive Advice
Direct Investment Service
Mortgage Solutions
Insurance Solutions
Comprehensive Advice
At Macquarie Wealth Management, we take an integrated approach to your financial planning needs. This means we look at all areas of your finances from retirement and estate planning to debt management, tax planning and wealth protection. Our Financial Advisers will work with you to develop wealth management strategies specific to your needs.
Providing you with a personalised, professional and proactive service, a Macquarie Wealth Management Adviser is your primary point of contact when it comes to helping you achieve your financial objectives.
Expatriates also can benefit from our International Executive Service. We provide specialist advice for clients investing in Australia or guidance if you are considering living and working overseas.
Call today on 1800 808 001 to make an appointment or to chat through your financial needs.
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Direct Investment Service
If you like to manage you finances yourself and do not require specific advice, our Wealth Investment Team can help you with a range of solutions from mortgages and insurance to income generating and capital protected investments.
Macquarie Wealth Management’s Investment Specialists can be contacted on 1800 808 001 if you would like to talk to someone about the latest investment opportunities.
You can also advice if you want to know how an investment offering can be used to form part of your investment portfolio. Call us on 1800 808 001 to speak to an Adviser.
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Mortgage Solutions
Our dedicated Mortgage Specialist can provide you with an appropriate loan facility from a range of 35 lenders and over 700 products. As part of our highly personalised service, your personal financial situation can be reviewed on a yearly basis and we can also provide further assistance with integrated wealth management advice.
To enquire about your borrowing capacity or to make an appointment, call 1800 808 001.
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Insurance Solutions
With Macquarie Wealth Management you can select from a range of personal insurance and business insurance from 14 insurers. Our Insurance Specialist will provide you with an appropriate deal to make sure you, your family and your business are adequately covered.
To obtain an insurance quote or to make an appointment, call 1800 808 001.
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This is General Advice and does not take account of your objectives, financial situation or needs. Before acting on this general advice you should consider the appropriateness of the advice having regard to your situation.
For information relating to our financial services you should refer to the Macquarie Equities Ltd Financial Services Guide.
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