The Value of Advice

Founded in the 1950’s after the Second World War, Ord Minnett grew via strategic mergers and acquisitions of Australian financial firms with corporate origins dating back to 1872. Ord Minnett is a trusted and respected brand on the Australian investment landscape, and today Ords has over $35Billion 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 has a team of more than 400 staff, all dedicated to meeting your investment ambitions. We have more than 230 Private Client Advisers and 180 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 a network of 10 offices, located throughout Australia and an international office in Hong Kong. Australian locations include major capital cities of Sydney, Melbourne, Brisbane, Canberra, Adelaide, and key regional hubs.

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. 

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

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.