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.

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.

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.

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.

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.

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.

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.

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.