Macquarie Wealth Management

Tailored advice to build your wealth

You probably have specific financial goals and you may even have a reasonably good idea about how you could achieve them, but it can be difficult to do it on your own. It takes certain skills and knowledge to make the most of the ever-changing market conditions and it helps to have experienced guidance.

That is how Macquarie can help you. We have financial advisers who can help you plan, create, manage and protect your wealth, with the aim of leaving you with more time and increased financial resources to enjoy life.

Our clients are at the centre of everything we do. We aim to enrich their lives through building a deep understanding of their needs and establishing long-lasting relationships. Our focus is on providing quality advice that is tailored to each client’s individual circumstances and goals, supported by consistently outstanding service.

Macquarie advisers can provide you with comprehensive and integrated strategies that will help you achieve your financial objectives. Access to Macquarie’s technical services team, enables our advisers to keep up-to-date with superannuation and taxation legislation and ongoing regulatory change. Drawing upon this technical knowledge, we can make sure that your wealth is structured effectively and you are in a position to make informed decisions.

Full-service investment advice

Through Macquarie you may gain access to a range of services to suit your needs including:

  • strategic advice and planning
  • portfolio construction and management
  • wealth protection
  • retirement planning
  • advice on a full range of investment solutions, including Australian and international listed securities
  • cash solutions, fixed interest and term deposits
  • self-managed superannuation funds
  • access to initial public offerings
  • Macquarie’s highly rated research and insights*
  • an in-depth understanding of market trends.

Macquarie Wealth Management’s services are provided by Macquarie Equities Limited ABN 41 002 574 923 (MEL), Participant of Australian Securities Exchange Group, Australian Financial Services Licence No. 237504. MEL is not an authorised deposit-taking institution for the purposes of the Banking Act (Cth) 1959, and MEL’s obligations do not represent deposits or other liabilities of Macquarie Bank Limited ABN 46 008 583 542 (MBL). MBL does not guarantee or otherwise provide assurance in respect of the obligations of MEL.

* Peter Lee Associates Review 2006-2013

For more information, please contact:

Peter Lennon | QLD State Leader | Divisional Director | Wealth Management | Macquarie Group
Phone: (07) 3233 5402
Mobile: 0408 727 556
Fax: (07) 3233 5999

Amanda Evans | Assistant State Leader - QLD | Wealth Management | Macquarie Group
Phone: (07) 3233 5408
Mobile: 0447 769 177
Fax: +61 7 3233 5999

If you would like to take advantage of these benefits, please contact the AMA Queensland Team on (07) 3872 2222 or email the Membership Team.