Natasha Chau

Private Wealth Adviser

Background

As a Private Wealth Adviser at Ord Minnett, Natasha has extensive experience in the financial services industry. She works closely with high-earning individuals, families, entrepreneurs, and retirees to deliver strategic financial planning solutions.

Natasha’s expertise spans the full spectrum of wealth management, from asset allocation and portfolio reconstruction to retirement planning and strategic investment advice. She specialises in developing tailored investment strategies that provide valuable insights and practical guidance to help clients navigate complex financial decisions.

Her approach centres on understanding each client’s unique circumstances and financial objectives. This allows her to develop personalised strategies that address specific goals, whether focused on wealth accumulation, retirement preparation, or navigating significant financial transitions. Natasha simplifies the investment execution process, making it easier for clients to implement and maintain their financial plans.

Natasha’s clients value her calm and considered approach, combined with her clarity and practical guidance. Passionate about building long-term, trusted relationships, she is committed to supporting her clients in making informed and confident financial decisions at every stage of their journey.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Graduate Diploma of Financial Planning, Kaplan Professional
  • Bachelor of Business, University of Technology Sydney

Certifications

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies
  • Life risk insurance
  • Retirement planning
  • Superannuation & SMSF

Office

Sydney
Grosvenor Place Level 18, 225 George St Sydney NSW 2000
(02) 8216 6300
sydney@ords.com.au

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