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.
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