Natasha Chau

Private Wealth Adviser

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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

Superannuation
& 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

Map

Testimonials

I am very happy with the service provided by Mrs. Natasha Chau. Natasha has been very helpful and I have been very comfortable and kept up to date throughout my dealings with her.

Thank you, Natasha.

Ron Draper

I've had the pleasure of working with Natasha Chau for some time now. She is professional, knowledgeable, and approachable.

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From the start, Natasha took the time to understand my situation and my goals. She explains the process and her recommendations in detail, while making it easy to understand. Since then she has been incredibly helpful in looking after my superannuation, from consolidating and rolling over my existing super accounts, through to managing the investments within my super, providing regular detailed reports and updates on the overall health of my account. The process is transparent and inspires confidence.

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I feel much more at ease knowing that my super is being managed by a knowledgeable expert, and more importantly, someone I can trust and reach out to whenever I have questions or need advice.

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I highly recommend Natasha to anyone seeking a financial adviser who is very approachable, competent, and displays a work ethic and attention to detail which reflects a professional who genuinely cares for their clients and their objectives.

Long Le

I’ve had a fantastic experience working with Natasha Chau at Ord Minnett. She made consolidating my multiple super accounts seamless and straightforward while helping grow my super base, giving me real confidence in my portfolio. She is always approachable, highly responsive, and generous with her time, patiently answering all questions and making complex matters easy to understand. I would highly recommend Natasha to anyone seeking knowledgeable, supportive, and reliable financial advice.

Sharen Chhor

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