Success In and Out
of the Pool
Ords is proud to be sponsor of the Ord Minnett Aussie Stingers and Ord Minnett Aussie Sharks. Just like these elite teams, Ords works hard to ensure our clients make high-performing decisions.
Whether you are first starting to think about your superannuation, planning for retirement or are already living your life after work, our free guide can show you how you can live an extraordinary life.
Your Goals, Our Expertise
Your goals demand focus, strategy and expert guidance. In elite sport, athletes rely on coaches to perform at their best. In wealth management, investors rely on advisers to navigate complexity and opportunity.
Passionate support
From grassroots clubs to Australia’s elite water polo athletes, Ords has backed Water Polo Australia to support the organisation and its participants, all the way to the highest level. With a number of Ords’ staff being former athletes and Olympians – combined with a goal of a high-performance client outcomes and culture – the synergy is rich with WPA.
Explore our wealth management services
At Ords, we specialise in wealth management. Our private wealth advisers have the experience and expertise to navigate the complexities of financial markets, investment vehicles and economic trends, so they can tailor a strategy unique to your needs.
Financial Advice
Crafting your investments strategically today sets the stage for the lifestyle you envision for your future. With more than 2.6 million Australians seeking financial advice each year, starting this process can help you make tax-effective decisions and choose sound investments that suit your financial goals and risk tolerance.
Ord Minnett’s financial advisers, known as ‘Private Wealth Advisers’, start by listening. They begin with getting to know you, your financial needs, goals and concerns, taking a listen first, speak second approach. Only after this do they start to formulate a plan with you. Combining their expertise in financial advice and investment management with your goals, they can step you through the investment process, so you can have flexible choices and make informed decisions.
Superannuation and SMSF
Whether you’re early or mid-career, or approaching retirement, in a financial landscape where inadequate financial planning may lead to insufficient retirement funds, it’s essential to know how your superannuation is invested. A staggering 15.6 million Australians invest their superannuation savings, and that’s where expert advice can empower you to navigate options and create a financially confident future.
One of the most confusing aspects of superannuation is how many investment options there are. That’s where your Ord Minnett private wealth adviser can help. They will explore all the avenues with you, such as self-managed superannuation funds (SMSF) and managed fund options, to diversify and optimise your superannuation strategy.
Retirement Planning
Retirement is significantly transforming in the modern era, challenging traditional norms. With increased longevity and a youthful mindset, retirement is now viewed as a vibrant chapter filled with diverse choices.
It was recently estimated there were more than four million retirees in Australia, at a time when many are extending their professional lives, exploring new careers, embracing paid grandparenting roles, engaging in philanthropic work and finding a profound sense of purpose. This shift calls for a comprehensive approach to retirement planning that goes beyond traditional financial considerations.
At Ords, we understand the pivotal role of tailoring retirement investment strategies to your unique needs. We ensure we optimise your retirement savings through an effective investment plan that not only protects but grows your wealth, so you can have the retirement you envisaged.
Stockbroking
Stockbroking is the cornerstone of most investment portfolios, including superannuation. Seeking financial advice becomes instrumental in crafting strategies that align a mix of share market investments with your goals, considering factors like dividend yield and capital growth.
Ord Minnett was traditionally built as a distinguished full-service stockbroking firm, and while our services have diversified, stockbroking remains a key function. A unique offering at Ords are our in-house research teams who analyse stock market movements, digging deep into company and stock data and looking for opportunities for our clients. Research is an investor’s most valuable tool, and we’ve always invested heavily in it.
Estate Planning and Deceased Estates
Effective estate planning goes beyond wealth accumulation to safeguarding and orchestrating its distribution. Considering the anticipated transfer of around $3.5 trillion in assets in Australia by 2050, estate planning is paramount for this generation, with the bulk of inherited assets predicted to comprise superannuation and residential property.
Navigating a deceased estate can be a perplexing and emotional experience, but an experienced adviser can guide you or your family members, ensuring a personalised approach for efficient estate administration. Deceased estates often involve selling, distributing, transferring, or holding investments, and seeking guidance can help you address common challenges and receive appropriate investment advice.
Your Ord Minnett private wealth adviser will simplify the complexities of estate administration, providing valuable assistance and guidance throughout the process, from planning the succession of your business to ensuring that what you’ve worked hard for is passed on to your beneficiaries.
Not-for-profits, Institutions and Corporations
Organisations such as non-profits, institutions and corporations have a diverse range of areas from which they receive funding to carry out operations. In a climate where people are under serious financial strain, it can be challenging to attract investors and make the
right decisions to benefit these organisations.
A financial adviser can review current investment strategies, increase organisational influence, and navigate mergers and acquisitions. Financial advisers also focus on finding new funding opportunities, delivering sustainable returns, and uncovering new ways to promote growth.
Building wealth for generations
Ord Minnett is an Australian owned wealth management firm, offering financial advice and investments for individuals, families, businesses and organisations to protect and grow wealth. With corporate origins dating back to 1872, we’ve been building wealth for our clients for generations.
270
Financial advisers focused on service excellence
15
Locations across Australia and Hong Kong
$73.4
Billion funds under advice as of 31 December 2025
300+
Stocks under coverage, from emerging and mid-cap to large-cap companies
154
Years of service. Ords’ corporate origins date back to 1872
Hear what our
clients have to say
I’ve been a client of Ord Minnett Melbourne for more than 25 years, and throughout that time Vince Novelli and Ben Ellwood have consistently taken exceptional care of my investments. Their service has always been highly professional, focused on both safeguarding my portfolio and achieving solid returns.
Beyond their expertise, Vince and Ben have become trusted and valued friends over the years. I could not speak more highly of them or the quality of service they provide.
Peter B.
I feel tremendous gratitude for finding Ords to help me manage my money. They are very communicative, and upfront with any potential issues and concerns and have a great knowledge base to ensure excellent investments. Plus, I feel like my concerns around sustainability and environmental impact are taken on board when choosing funds to invest in, so I can be confident and comfortable with my portfolio.
Blakeley Davies
I have been a client at Ord Minnett since 1993.
Since retirement in 2012, Anne Williamson, who was later joined by Alison Kolb, have been our SMFS advisers. Upon retirement I moved nearly all of my Superannuation fund into this SMSF, but for comparison purposes I left a small amount in the then Q Super.
Since moving the superannuation into our SMSF at Ord Minnett, by my analysis, after paying annual pensions slightly above the ATO requirements from the SMSF, the audited fund value at the end of the last financial year has grown by more than 40%. The notional amount left in Q Super, for the same time, after taking a pension of the same proportion for each year would have increased by 2%. I firmly believe the advice of Anne and Alison on portfolio structure and the asset allocation within the portfolio has been the major factor influencing this superior growth.
Further, although the PARS fee is a little higher than a Q Super annual contribution the remittance of franking credits from the ATO to our SMSF, something the does not occur in Q Super, easily covers the difference.
Also, I must commend Ord Minnett on its web presence and secure access, their research teams, their analyses and their recommendations, and Ords' timely distribution of financial information sets.
Finally, our advisers, Anne and Alison, are always easily contactable by phone or email to discuss and provide cogent timely advice on all relevant financial matters.
Peter Campbell
I've been a client of Ord Minnett for a number of years, both for investment and financial advice. I've always been thoroughly impressed by the level of market research, attention to detail and general professionalism shown by the company and in particular Vanessa Scott.
Vanessa is truly exceptional at the financial products and more importantly the advice she delivers, helping my strengthen my financial position. Thanks you Vanessa and the larger Ords team.
Tim Savich
I have been using Ords for at least the last 20 years or so. For the last 15 years approximately Matt Hui has been my guiding light on equity investments. I have always found his advice to be excellent to my particular needs. Always courteous and understandable.
Very much appreciated.
David Goddard
I'm thankful to have the support I have found at Ord Minnett. Having Vanessa and Craig as my financial team for a year now, the only thing that could've been better, is if I found them earlier.
Their process is thorough and made myself and my wife think and have good conversations of what we want and expect.
With Craig's no nonsense advise and support, Vanessa's down to earth honest personal touch, they both have helped more than just investments, they have set the pathway for my family to have the future that my wife and I want for generations.
Stu Gee
I’ve experienced a consistently high level of care and consideration throughout the entire planning and investment process. Although based in Noosa, they are always happy to travel when needed, which makes things so much easier. What impressed me most was the long-term commitment. We’ve been working together for almost two decades and the outcome has far exceeded my expectations. I couldn’t be happier with the result.
Heather Glen
I'm thankful to have the support I have found at Ord Minnett. Having Vanessa and Craig as my financial team for a year now, the only thing that could've been better, is if I found them earlier.
Their process is thorough and made myself and my wife think and have good conversations of what we want and expect.
With Craig's no nonsense advise and support, Vanessa's down to earth honest personal touch, they both have helped more than just investments, they have set the pathway for my family to have the future that my wife and I want for generations.
Stu Gee
Your guide to living an extraORDinary life
This guide is designed for those who have achieved success and are now looking to grow and preserve their wealth or legacy, while staying firmly in control of their financial decisions.
Ord Minnett named Major Sponsor for Water Polo Australia
Discover the best opportunities to outperform the market. Our research team dig deep into the market, company and stock data to bring you insights others might overlook.
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