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Our Services

Build & Protect Wealth

Our services

Protecting and Growing Wealth

Mackay Private manages the holistic advice needs of financially independent families and individuals, through the seamless collaboration of Wealth Management, Lending, Strategic Banking and Technology services.

We believe strong relationships with clients and their trusted network is paramount to a successful advice relationship. Our advisory offering is underpinned by service and accountability, providing clients and their family with confidence in their financial future.

> Strategic advice and structuring

> Retirement and transition planning

> Superannuation and pension funds, including SMSF’s

> Investment portfolio management, listed and unlisted

> Philanthropy and next generation engagement

> Debt management and mortgages

> Small business bank account or facility review

> Income and wealth protection

> Family CFO

Wealth Management

We carefully understand your financial situation and objectives, presenting solutions to protect and grow your wealth. Our global perspective on direct and managed investments, ensures portfolios are efficiently constructed.

Lending & Strategic Banking

We provide lending and strategic banking services, to ensure your current loan and cash products are right for you. This is across residential, commercial, small business and SMSF products.

Technology

Market leaders in private portfolio management technology, we make managing your wealth hassle free. Start the conversation about efficient portfolio construction. Ask about our Private Portfolio Tool (PPT), to better understand how you need to be invested.

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Our Services

Private Portolio Tool

Market leaders in private portfolio management technology, we make managing your wealth hassle free. Start the conversation about efficient portfolio construction. Ask about our Private Portfolio Tool (PPT), to better understand how you need to be invested.