Established in 1872

Established in 1872, Ord Minnett is a trusted and respected brand on the Australian investment landscape. Today Ords has over $28 Billion in Funds under Advice – testament to the success of our prudent advice. We offer our private wealth clients the full range of financial services including full-service stockbroking, financial planning, funds management, portfolio administration, superannuation, estate planning and corporate finance.

Ord Minnett Today

Ord Minnett has a team of more than 350 staff, all dedicated to meeting your investment ambitions. We have more than 200 Private Client Advisers and 150 support staff in the functional areas of research, operations, portfolio administration and reporting, IT, compliance, finance, risk and human resources.

 

We also have specialist Corporate Finance, Fixed Interest and Research teams, all committed to bringing unique investment offerings to our private clients. Ord Minnett has 13 offices located in most major Australian cities including Sydney, Melbourne, Adelaide, Brisbane, Canberra, Gold Coast and Newcastle, plus major regional centres and an international office in Hong Kong.

An Integrated Range of Client Investment Services

Ords takes great pride in the way that we serve our clients. Meeting client needs is at the heart of everything we do. We are of a size that affords our clients all the benefits of even the largest players in the market, yet we’re small enough to offer the flexibility and individual approach that enables you to benefit from the very best service levels available. Ord Minnett is well-placed to bring investors the benefits of a uniquely focused wealth-management business.

 

Our services include:

 

  • Private wealth management
  • Full-service stockbroking
  • Financial planning
  • Superannuation
  • Fixed-interest products
  • Estate planning
  • Retirement planning

Ord Minnett invests in our adviser teams, research capabilities, technologies, service delivery mechanisms and product offerings in order to continually improve our client service and ensure these excellent results are maintained. 

Unique Investment Solutions Tailored For You

Ord Minnett Private Client Advisers have the flexibility to work for you in a variety of ways, depending on your personal circumstances and how you want your investments managed.

 

A number of our Advisers work within teams, while others work as your single point of contact. Either way, all Advisers readily draw upon Ord Minnett resources to deliver full-service investment management to you.

 

Ord Minnett has refined an investment process that provides a solid foundation on which to build your wealth – a process which gives you peace of mind from knowing that your wealth accumulation and protection strategies will best serve your goals at all times. Our advisory process is focused on your particular requirements. Although your situation, goals or the market environment may change, we ensure that your investment and financing strategies remain in-line with the latest developments.

 

In summary:

 

1. We listen in order to understand your needs and financial objectives

2. We develop a unique strategy which best employs our market knowledge and expertise

3. We implement your strategy over time

4. We continually review your investment strategy

 

Discover How An Ord Minnett Adviser Can Benefit You

Our Advisers ensure you have access to the information, analysis, insights and investment opportunities which provide the foundations for successful wealth outcomes over the longer term. The Ord Minnett Private Client team is large enough to deliver a comprehensive range of private wealth services, yet of a size that permits close teamwork, shared capabilities and investment insights.

 

We would welcome the opportunity to discuss your financial goals and develop an investment strategy aligned to your needs. We invite you to discover the value of our advice.

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