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Why VAN?

Join a curated community of growth-focused financial advice business leaders and connect with the expertise, tools and solutions you need to solve business challenges and drive growth.

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01:42

Sherise Mercer

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As a committed partner to the financial advice industry in Australia, we think it's vital to support aspirational and high performing firms on their growth journey, and to work with them to deliver insights and embed practices that will position them for success.

Cameron Garrett Head of Wealth Solutions, Macquarie's Banking and Financial Services group

Toolkit: Plan for sustainable, scalable growth

Download our tool—
Ideal client blueprint:

A step-by-step exercise to identify your perfect client profile and who to avoid. Once clear on your ideal client, understand them deeply and tailor your offerings to attract more.

 

Learn more

Read the article—
How Bridge Private Wealth plans to double its size

Bridge Private Wealth is a relatively young firm with big ambitions. Director Jessica Waller explains how the Build for Future VAN program made her business goals feel attainable – and how Bridge achieved more in 12 months than the previous five years.

 

Read Jessica's story

Watch the webinar

2:37

The benefits of the Macquarie’s Virtual Adviser Networ

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Understand the benefits of scale and have a plan for sustainable growth

Listen to the Macquarie’s Virtual Adviser Network (VAN) webinar, where you’ll hear from Ben Norval from Prime Advisory and Peter Monahan from EJM Financial Services. They’ll identify opportunities and challenges in scaling your business and share tips for driving greater adviser productivity and effectiveness.

 

Watch the webinar

53:17

Understand the benefits of scale and have a plan for sustainable growth

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The value of shared experience: How WealthPartners developed its blueprint for success

Veteran practitioner Andrew Heaven has long been an advocate for building a viable financial advice industry. And now, thanks to the Macquarie VAN Build for the Future program, his team is ready to seize new opportunities to grow more sustainably.

 

Read Andrew’s story
Andrew's Case Study
Andrew's Case Study

Read the article—
At a strategic crossroad? Here’s how Cervus chose the right path for growth

When Ross Potter decided to join the VAN Build for the Future program, he and his co-founder already had a strong growth strategy. They just hadn’t had much time to implement it. Ross viewed the program as having two tangible benefits for Cervus Private Wealth - being held accountable for implementation, and being part of a community of advice principals who are also determined to grow.

 

Read Ross's story
Ross case study
Ross case study

Download our guide

The 5 disciplines to scale your business

Planning for sustainable growth

Our guide is to help you through the process of building a strong operational model in a competitive Australian market.

Thank you for requesting the ‘The 5 disciplines to scale your business’ strategy guide.

 

Download your copy here

 

If you have any questions our team would love to hear from you, please email wealthsales@macquarie.com and we will be happy to help you.

 

 
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Insights

business man presenting to coworkers

What Australian wealth management firms can learn from Aspiriant

Aspiriant has become one of the largest independent wealth management firms in the US. CEO and Co-Founder Rob Francais shares how his commitment to creating a national service partnership model has established the foundation for scalable, sustainable success.

Learn more
 
Perspective Adapt

Is your business 'playing to play', or 'playing to win'?

This guide will give you the tools to make better leadership decisions and execute on them successfully.

Download the guide
 
four-pillars

How exceptional customer experience delivers business growth

In the financial advice sector, a competitive and compelling proposition focuses wholly on client needs, preferences and goals. We’ve developed five steps to help you develop a compelling client value proposition and, in doing so, create the foundation for sustainable growth.

Learn more
 
A diagram showing the four steps of the build for the future workshops

Macquarie VAN Build for the Future

Build for the Future is an 18-month program where you’ll work with our experts and your peers to embed the foundations for growth and set your firm up for a sustainable, prosperous future.

You’ll typically join a community of 6-12 like-minded business leaders facing similar challenges to yours in a Build for the Future pod. These firms will participate with you in workshops, share insights about their firms and collaborate with you throughout the program. 

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Your dedicated team

In a changing advice landscape, we’re committed to helping business principals build a sustainable, prosperous business for their clients, their teams and their leaders. Being part of VAN offers you the opportunity to leverage our expertise and experience working with over 100 of the industry’s highest performing firms since 2011.

Meet the team
 

Download the report

Our guide help you through the process of building a strong operational model in a competitive Australian market.

 

Download the guide
 

Talk to us today

To understand more about how Macquarie can help your business thrive in a changing environment, talk to our team.

Request a call
 

Additional information

This information is provided by the Macquarie Virtual Adviser Network (VAN). VAN’s services are provided by Macquarie Bank Limited ABN 46 008 583 542 AFSL 237502, a member of the Macquarie Group.

It is provided for the use of financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.