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If you’re looking for advice about your finances, there are a variety of options available to you from a number of providers.
Macquarie gives you a choice of advice and planning solutions. To find the right one for you, choose the statement that best describes your situation:
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| My Situation |
Macquarie advice solution |
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| I want to invest in shares and maybe managed funds and need up-to-date information and advice from a stockbroker. |
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| I have an investment portfolio but no real strategy for how to achieve my goals. I want a written plan and a regular review of my core investments (shares, managed funds and super). |
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| I want a planner who can understand my wealth, tax and retirement needs and build a comprehensive plan and strategy for me, monitoring it over time to keep my financial goals on track. |
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| I want to delegate the management of my portfolio to a team of experts. I don't have the time or knowledge to manage this portfolio day-to-day. |
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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.
For information relating to our financial services you should refer to the Macquarie Private Portfolio Management Ltd Financial Services Guide.
For information relating to our financial services you should refer to the Macquarie Bank Ltd Financial Services Guide for Macquarie Private Bank.
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