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In this era of investment and fund choice, financial advisers play
a critical role in making sense of the myriad of options – matching
the appropriate solution to the individual needs of every client.
In turn, an adviser’s preferred Wrap provider must support
him or her to tailor recommendations to a client’s personal
superannuation, investment and wealth protection needs.
We believe Macquarie Wrap offers unparalleled solutions.
Here’s how.
Broad product range
Firstly, at the product level, Macquarie Wrap has solutions for
investors with small, medium and large investment amounts – with reporting, access, portability and investment options
specifically tailored to suit.
Full custodial service
As client investment needs change and requirements become
more sophisticated, our custodial structure allows clients
to move between Investment Accumulator and Manager,
saving time and without realising any capital gains as a
consequence of any transfer.
All backed by Macquarie's leading edge technology and deep
technical know-how.
But our real advantage? Service.
Service
Our service commitment has its roots in the flagship
Macquarie Cash Management Trust (CMT). For well over two
decades the Macquarie CMT has delivered world class service
standards to advisers and their clients. This heritage helps set
the bar high for all of our relationships with financial advisers.
We believe Macquarie Wrap delivers the tools for success.
We know that our unique service standards and commitment
will ensure advisers are always supported in lifting their
business to a higher level.
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