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Home» Personal» Wealth management» Premium Portfolio Service

Wealth management

Premium Portfolio Service

Providing a comprehensive approach to planning, structuring and managing your investments

Portfolio management and administration made easy

In detail
Things to consider

In detail

Proactive contact from your adviser

Your adviser contacts you with advice, research, new investment opportunities and legislative news that is relevant to your portfolio.

Access to a large number of investments, which means you can:

access Initial Public Offers (IPOs)
be among the first to hear about alternative investments
benefit from our proficiency in fixed income investments.

Access your portfolio online

Stay on top of your portfolio through an online account and receive six monthly portfolio valuations that provide high level strategic information to help you make investment decisions.

The Macquarie Premium Portfolio Service is suited to investors who may not have time to take care of all the paperwork associated with owning and managing a portfolio. Your adviser tracks the investment transactions on your behalf and takes care of all the administration, record keeping and reporting for your portfolio, helping you maintain a complete picture of your wealth.

View the Premium Portfolio Service Information Sheet

Things to consider

View the Premium Portfolio Service Information Sheet

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 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.