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Wealth management

Taking a holistic view of your individual circumstances and goals to identify your unique needs and aspirations

We understand that what you have, you have worked hard for. We start by assessing your life goals, what you want to achieve and how you see yourself and your loved ones living. Once we build that picture, we can structure an investment plan with you, which can include reviewing the assets you have built so far and investing your available funds into cash, shares and fixed interest in a way that aligns with your financial goals.

Financial advice

Macquarie Private Wealth New Zealand operates on a national level offering a broad range of financial advice services, investment opportunities and financial solutions to personal investors.

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Premium Portfolio Service

The Macquarie Premium Portfolio Service provides a comprehensive approach to planning; structuring and managing your investments to help you actively monitor and grow your portfolio.

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Managed Funds Service

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Research & reports

Get access to research backed by a team of highly ranked, in-house analysts and researchers.

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Contact us

Call: 0800 742 737

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This information is a general description of the Macquarie Group only. Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice. No information set out above constitutes advice, an advertisement, an invitation, an offer or a solicitation, to buy or sell any financial product or security or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions. You should go to the website in your region for more information.

Macquarie Bank Limited ABN 46 008 583 542 (MBL) is authorised by APRA in Australia to carry out banking business in Australia. Each of MBL, acting through its London branch, and Macquarie Bank International Limited, is authorised and regulated by the UK Financial Services Authority to carry on banking business in the United Kingdom. MBL, acting through its Seoul Branch, is authorised and regulated by the Financial Services Commission in Korea to carry out banking business in Korea. Macquarie Group Limited and its related corporations are not otherwise currently authorised to accept deposits in any other jurisdiction.

Neither Macquarie nor any member of Macquarie group guaranties the performance of any investment.

Macquarie Private Wealth’s services are provided in New Zealand by Macquarie Equities New Zealand Limited (MENZ), a NZX Advising Firm and a registered financial services provider. The Disclosure Statements for MENZ and your adviser are available free of charge by contacting us on 0800 742 737. This website contains general advice only and does not take into account your investment objectives, financial situation or needs. We recommend that you consider the appropriateness of information to your situation and obtain financial, legal and taxation advice before making any financial investment decision. The views contained in this document may not constitute the views of any other Macquarie Group company. While we believe the information to be accurate and any recommendations to have reasonable basis, no warranty is made as to the accuracy or reliability thereof. Neither MENZ nor any member of the Macquarie Group of companies is registered as a bank in New Zealand under the Reserve Bank of New Zealand Act 1989. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorised under the Banking Act 1959 (Australia) to conduct banking business in Australia. Neither MENZ nor any Macquarie Group company other than MBL are an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of MENZ or any other Macquarie Group company. Important disclaimers regarding Macquarie research, including relevant disclosures can be viewed at www.macquarie.com/research/disclosures

Macquarie Private Wealth’s services, including the Macquarie Premium Portfolio Service, are provided in New Zealand by MENZ, a NZX Trading and Advising Firm, and accredited Individual Clearing Participant, Depository Participant and Legal Title Transfer Depository Participant. Neither MENZ nor any member of the Macquarie Group of companies is registered asa bank in New Zealand under the Reserve Bank of New Zealand Act 1989.

This general advice has been prepared by MENZ and does not take into account your objectives, financial situationor needs. Before acting on this general advice you should consider whether it is appropriate to your situation. We recommend you obtain financial, legal and taxation advice before making any financial investment decision