Our advisory options provide tailored advice powered by the expertise of leading Financial Advisers and our superior market research.
We take a holistic view of your overall financial circumstances and goals and offer the benefit of a genuine partnership based on working together to achieve your unique goals and personal aspirations.
Our financial advice services offer a comprehensive needs analysis to help you identify your goals, needs and priorities over the short, medium and long term. Well also undertake a risk analysis to identify what levels of investment risk suit you so that we can offer you the most appropriate advice and financial solutions.
Your Adviser will work with you to identify key financial issues based on your current position, provide a comprehensive review of your portfolio structure, investment strategies and performance and offer objective advice on a broad range of solutions.
Our Advisers can connect you to a complete range of products and services to suit your individual needs.
We dont just offer our clients Macquarie products and solutions. Were committed to providing the most appropriate investment opportunities and financial solutions for each clients individual needs. In doing so, we source a wide range of solutions both from within Macquarie and from other leading providers within Australia and around the world.
We can help you achieve your goals more effectively with financial advice on any or all aspects of your financial situation including the following.
Tailored advice on all aspects of taxation including tax-effective investment strategies and gearing.
Comprehensive advice on your
superannuation options tailored to your individual circumstances and stage of life.
Self-Managed Super Funds (SMSFs) Service
Advice on all aspects of Self-Managed Super Funds (SMSFs). We can help you to assess the benefits of an SMSF and to determine whether it is the most appropriate superannuation solution for your needs. We can also provide you with a comprehensive set up service for your self-managed super fund.
Trusts and Alternative Structures Service
We can offer you comprehensive financial advice on all aspects of family (discretionary) trusts and alternative structures and assist you in setting up your own family trusts and alternative investment structures.
Advice focussed on your individual cash management strategies and requirements. We can help you get more from your income or cash investments and connect you to the most appropriate cash solutions for your needs.
Trading and Stockmarket Advice
Access to a full range of advice on trading and stockmarket investments including access to superior market research and comprehensive
broking services across a full range of trading products.
Comprehensive advice on your investment loan options including the benefits of gearing and borrowing to invest in line with your own overall financial strategies and goals.
Investment Selection Advice
Access comprehensive financial advice to help you select the most appropriate investments for your particular circumstances and financial goals.
Investment Solutions for the Sporting Industry
At Macquarie Private Wealth, we have a team of specialist advisers who focus on servicing clients within the sporting industry. With over 50 years collective experience working with the industry, the team understands the wealth management needs of sporting professionals and associations.
Find out more.
1. Your goals
What are your short, medium and long term goals? Are you looking to generate income, achieve long term capital growth or diversify your portfolio? Do you have specific savings goals that you are working towards such as building a deposit for a home or investment property or are you looking to maximise your wealth for retirement?
2. Your financial circumstances
What are your current income and taxation levels? What investments or assets do you have and how are they structured? What regular expenses or loan repayments do you need to meet?
3. Your risk profile
What levels of risk suit you? Are you comfortable with debt or fluctuating investment values or do you prefer the security of long term or low risk investments?
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