Insurance broking

Stay ahead with banking that gives you an edge

We understand the real value of an insurance broking business lies in its recurring income. That is why we lend against this recurring income².

By recognising the underlying value of your business we can assist you in unlocking that value to achieve your goals. We’ll work with you to understand your business and ensure that terms and repayments align with your needs. Unlock the real value of your business and plan your business’ future with certainty.

•  Loans based on recurring fee income
•  Flexible terms and repayments to suit your needs. 

Take advantage of opportunities

Our lending solutions are based on your recurring fee income and come with flexible terms and repayment options, allowing you to position your business ahead of your competitors and take advantage of opportunities.

•  Acquiring or merging with other broking businesses
•  Developing and achieving your succession plan
•  Buying out other shareholders
•  Locking in key staff
•  Buying or upgrading your commercial property
•  Refinancing existing business borrowings.

To find out more, contact us.

Our relationship managers provide a distinctly different banking experience

Macquarie Relationship Banking provides an enhanced experience. Our service is founded on these key attributes:

•  relationship managers who specialise in the insurance broking industry
•  a 20 year history in servicing the insurance broking industry¹
•  a focus on providing a high quality service
•  a belief that bankers should be pro-active in supporting their clients' business.

As a client you will have direct access to a dedicated relationship manager who knows your industry and who will take the time and effort to learn about your business:

•  income streams
•  future plans
•  individual challenges.

You can depend on your relationship manager to get things done. Each relationship manager is highly experienced and knowledgeable, and able to give you a consistent approach when you contact them.

In addition to having a strong understanding of the insurance broking industry your relationship manager will also draw on their broader business experience and the expertise and networks of Macquarie Group. They will be able to help you with:

•  detailed knowledge
•  smart ideas
•  the latest research
•  effective tools.

It's all designed to help your business move ahead.

To find out more, contact us.

Benchmark your business' performance with our industry insights

How does your business compare to your industry peers?  What does a profitable business look like in your industry?

Performance benchmarking is a powerful business management tool that can help build the value and profitability of your insurance broking business. We have conducted benchmarking research in the Australian market since 2007, providing insights on the key trends, issues and future challenges facing the insurance broking industry.

Benchmarking research highlights both the strengths of your business and potential areas for improvement. It allows you to critically assess how your business is performing against your peers. You can then introduce initiatives that help make your business efficient, profitable and make use of best-practice techniques.

For further information on the latest UK market trends and best practice benchmarks for better insurance broking firm performance please contact us.

Register to receive a free copy of our insurance broking business performance benchmarking report

Contact us

Contact one of our insurance broking specialists to see how Macquarie Relationship Banking can make a difference to your success.