Macquarie Private Portfolio Management

PPM is a discretionary management service that allows your clients to maintain control over the direction of their portfolios and at the same time delegate the day-to-day decisions to a team of experts.

Packaged Solution

Investment advice, investment consulting, investment management, and investment administration all in the one service.

Tailored

Your client’s investment portfolio is individually tailored and managed in accordance with their investment and lifestyle goals, income requirements, risk tolerances and tax situation.

Investment Capabilities

The investment management process operates within a team environment, with your client’s portfolio being managed by a team of investment professionals.  MPPM receives research, deal flow and institutional broking services from all of the top research houses in Australia.

Flexibility

Direct ownership combined with financial planning ensures your client’s investments are structured to meet their financial goals and optimise their tax situation. MPPM has a choice of investment options, that can be adjusted at any time in accordance with your client’s needs or lifestyle changes, without penalties or exit fees.

Personalised Service

Your client will have their own investment advisory team that has a clear understanding of their needs and goals and provides them with a highly personalised service including mandated meetings with the Investment Team, investment updates and formal reviews, and a quarterly investment report.

Reporting

MPPM’s reporting is a totally transparent service that relieves your client of all paperwork yet provides regular comprehensive reports to facilitate tax planning, particularly with regard to off-setting capital gains with capital losses and using franking credits.