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Generation after generation of Australians have chosen Ord Minnett to help them manage their wealth – for themselves and for future genrations. The thousands of clients we look after Australia-wide would be able to give you many reasons for choosing Ord Minnett Financial Planning, but they all boil down to one reason. It's because we consistently deliver value.
Superior performance
Clients benefit directly from not one but two sources of market intelligence – Ord Minnett Analysts and Strategists, and those from our partner firm, JP Morgan Australia. This market intelligence is key to delivering superior performance.
Outstanding service
We’re here for you every day, to help and to serve. As communication is the lifeblood of every human relationship, we keep in touch with you and we invite you to keep in touch with us. We say what we do and do what we say.
Prudent advice
As a leading financial advisory firm, we attract Advisers of the highest calibre. Our Advisers are well supported by our Compliance and Research teams. We provide our Advisers with ongoing professional development and actively encourage their collaboration to build shared expertise. The result? Prudent high-quality advice.
Structural efficiency
Combining our proprietary platform with a portfolio of predominantly direct investments rather than Managed Funds reduces costs and increases net returns. This puts you as much as 1% ahead of the curve – right from day one.
Robust risk management
There are many facets to the way we manage risk. One part of our job is to steer clients clear of danger and we have a whole team of highly experienced Research Analysts do that. We also manage risk via portfolio construction and asset allocation. Where appropriate we also use instruments such as warrants and options.
