How we work with you

 

Discovery

We’ll take the time to understand you and your family’s circumstances.

    • Determine your financial goals for the future
    • Lock in your measures of success
    • Uncover your risk appetite

Needs analysis

Learning from your team of specialists

    • We take a collaborative approach to meeting your objectives, working with the specialists who know you best.
    • We approach investing as a science. Our disciplined investment approach screens out market speculation and focuses on the fundamentals that matter.

Solutions development

Building solutions with you

    • Taking the time to understand your needs, aspirations and values helps us define a personalised investment approach that’s right for you.
    • Your asset allocation targets the right blend of diversification across and within asset classes, so your investments are structured to meet your needs.

Preview and engagement

Propose our recommendations

    • Together, we make critical decisions looking at the full picture, including understanding the trade-offs underlying each choice.
    • We ensure you have clarity on our proposed recommendations.

Implementation

Set up and implement your solution

    • We move quickly to set up your portfolio.
    • Giving you transparency and guidance every step of the way.

Ongoing feedback

Review service and solutions

    • We establish a working cadence, that suits you.
    • In addition to regular updates, you and your team are also kept informed of material changes, giving you confidence you’re staying on course towards your goals.

Personalised service

Understanding what is important to you and your family

At Macquarie, ‘personalised’ isn’t a standard set of questions on your risk profile – it’s a relationship. An ongoing dialogue about your needs, goals and aspirations. It’s an acknowledgement that your goals won’t be linear or static, but complex and ever-changing. That’s why we’re committed to responsive, proactive service and a personalised strategy and approach that’s just right for you and your family.

father and child looking out window
father and child looking out window

Working together

An experience founded on strong connections and confident relationships

Confidence comes when you have the right people beside you. You and your Macquarie Private Banker are at the heart of a powerful network of carefully selected experts, working with you and for you to support your financial goals. We’ll bring you the best of Macquarie’s expertise, drawing on our vast network of banking and investment professionals to collaborate with you and your advisers – achieving better outcomes together.

siblings playing piggyback
siblings playing piggyback

Considered advice

Building strategic solutions with you, for you, with confidence

Your strategy should be individual and multifaceted – and planned taking into account all areas of your portfolio, including debt to equity, your tax situation and time horizons. By leveraging our banking expertise, extensive investment experience and global research capabilities, we can help you see opportunities others miss. Your Private Banker will work alongside you to personally help you make informed, timely and astute financial decisions.

elder father and son talking at the beach
elder father and son talking at the beach

Empowering insights

Exclusive access to Macquarie’s expertise and insights

At The Private Bank, we give you and your family access to comprehensive insights in fields of personal interest. Whether you’re focused on market trends, asset allocation, impact investing, philanthropy or inspiring the next generation to manage their money, we can tailor insights and educational information for all levels of sophistication. It’s part of our commitment to empowering you and your family to become key contributors in your own wealth journey.

father and son paddling on lake with stand up paddle board
father and son paddling on lake with stand up paddle board

Enduring prosperity

Helping you prepare the next generation and make a lasting impact

The Private Bank is also here to help you give your loved ones confidence in their financial future. It’s about much more than efficiently passing on wealth – it’s about preparing the next generation to take responsibility for your legacy.

We’ll work with you to safeguard your future wealth and build financial acumen in your heirs. The family legacy we create together will be generational in scope. If you are a philanthropist, we can help you achieve lasting, positive change in the world.

well dressed man sitting looking out window
well dressed man sitting looking out window
father and child looking out window

Personalised service

Understanding what is important to you and your family

At Macquarie, ‘personalised’ isn’t a standard set of questions on your risk profile – it’s a relationship. An ongoing dialogue about your needs, goals and aspirations. It’s an acknowledgement that your goals won’t be linear or static, but complex and ever-changing. That’s why we’re committed to responsive, proactive service and a personalised strategy and approach that’s just right for you and your family.

siblings playing piggyback

Working together

An experience founded on strong connections and confident relationships

Confidence comes when you have the right people beside you. You and your Macquarie Private Banker are at the heart of a powerful network of carefully selected experts, working with you and for you to support your financial goals. We’ll bring you the best of Macquarie’s expertise, drawing on our vast network of banking and investment professionals to collaborate with you and your advisers – achieving better outcomes together.

elder father and son talking at the beach

Considered advice

Building strategic solutions with you, for you, with confidence

Your strategy should be individual and multifaceted – and planned taking into account all areas of your portfolio, including debt to equity, your tax situation and time horizons. By leveraging our banking expertise, extensive investment experience and global research capabilities, we can help you see opportunities others miss. Your Private Banker will work alongside you to personally help you make informed, timely and astute financial decisions.

father and son paddling on lake with stand up paddle board

Empowering insights

Exclusive access to Macquarie’s expertise and insights

At The Private Bank, we give you and your family access to comprehensive insights in fields of personal interest. Whether you’re focused on market trends, asset allocation, impact investing, philanthropy or inspiring the next generation to manage their money, we can tailor insights and educational information for all levels of sophistication. It’s part of our commitment to empowering you and your family to become key contributors in your own wealth journey.

well dressed man sitting looking out window

Enduring prosperity

Helping you prepare the next generation and make a lasting impact

The Private Bank is also here to help you give your loved ones confidence in their financial future. It’s about much more than efficiently passing on wealth – it’s about preparing the next generation to take responsibility for your legacy.

We’ll work with you to safeguard your future wealth and build financial acumen in your heirs. The family legacy we create together will be generational in scope. If you are a philanthropist, we can help you achieve lasting, positive change in the world.

The investment strategy our team develops for you, your family or organization is a bespoke solution, uniquely tailored to meet your needs. We find out where your priorities lie and your tolerance for risk, so when we bring you ideas and opportunities, they match your values and long-term vision.

Justin Crawford

Head of Private Bank

Meet our dedicated team

Macquarie Private Bank's services are available to selected clients only at Macquarie’s discretion.

This information is provided by Macquarie Private Bank, a division of Macquarie Bank Limited ABN 46 008 583 542, AFSL 237502 (“MBL”). It does not take into account your objectives, financial situation or needs. You should consider whether its suitable for you and your personal circumstances.