Welcome to Ord Minnett Newcastle

426 King Street

(02) 4910 2400

About Ord Minnett Newcastle

At Ord Minett Newcastle, we're here to ensure that you are set up to achieve your financial goals and secure your financial future. 

 

We specialise in providing bespoke strategic wealth management services. We know that your wishes, your plans and your goals are not the same anyone else's. Using our proven processes and significant experience, we'll develop a strategy that's designed specifically for you. 

 

With the right advice, you'll have peace of mind that your wealth can continue to grow and be protected, even in these ever-changing times. 

 

Our Approach

Strategic Wealth Management Services Tailored For You

We’ll have a conversation where we’ll get to know your investment history, your philosophy on risk, your family situation and your particular circumstances. Then our team of expert Advisers will develop a strategic wealth management plan designed to meet your unique goals.

 

A Consultative Approach

Before we do anything with your money, we will ensure that you understand what we are recommending, and why we think it’s the best option for you.

 

We’ll build an honest two-way dialogue to ensure that you retain complete control of your investment decisions. We want you to trust that our financial advice is always about delivering the best results for you.

 

Our Team is Your Team

When you work with us at Ord Minnett Newcastle, you are working with a specialised team that has over 100 years of combined industry experience. Our advisers have expertise in direct equities, retirement planning, financial structuring, transfer of family wealth, self-managed superannuation funds and more. Our Newcastle team works together to share our collective expertise and stock market intelligence.

 

As a client of Ord Minnett Newcastle, you will have a team of two dedicated wealth advisers working with you. Together your advisers will develop an investment strategy designed specifically for your unique financial objectives. Why two advisers? Because we believe that our team is our strength. And we know that combining the expertise of our team will provide you with the best possible service and the best possible advice.

 

As part of Ord Minnett, the Newcastle team also draws upon the company’s wider expertise, research, analysis and proprietary systems. This means that you receive a local tailored service, backed by the extensive resources of a global financial services firm.

 

There is no 'off the shelf' financial strategy, just tailor made advice that's right for you.

Our Services

We’ll help you steer your financial future in the right direction by:

 

  • Helping you make smarter and better informed decisions.
  • Advising how to invest in the future.
  • Helping you to understand market trends and their impact.
  • Providing expert guidance for planning and managing your wealth.
  • Continually reviewing your strategy to ensure maximum performance.

Why do I need a private wealth manager?

 

You’ve worked hard to get where you are and you want to know that your assets will continue to work for you, safely and securely. You want to know that your financial goals will be achieved, now and into the future. Our expert advisers will help you make the best financial decisions for you and your family.

 

It’s a complicated market. Our professional advice can give you back your time, eliminate financial stress and significantly build and protect your wealth. 

 

At Ord Minnett Newcastle, our advisers are dedicated to strengthening and securing your wealth. Our strategic wealth management service can help you with:

 

  • Portfolio management – tailoring your investments for you.
  • Retirement planning – ensuring your money lasts.
  • SMSF advice – making your nest egg work smarter and longer.
  • Transfer of wealth – providing a financial road map for the next generation.
  • Structuring your financial affairs – maximising the effectiveness of your investments.
  • Administration – taking care of all the paperwork, so you don’t have to worry.

Meet the Team

At Ord Minnett Newcastle, we are dedicated to providing you with tailored investment strategies designed to achieve your financial goals. We work closely together to share our expertise and continually monitor investment opportunities, so that you can benefit from the significant experience and knowledge of the entire team.

 

As part of the national Ord Minnett company, our Hunter region team has access to the company’s wider expertise, research, analysis and proprietary systems, giving you a local service, with the extensive resources of a global financial services firm.

Open Menu
Nick Wright

Nick Wright
Senior Client Adviser

Lara Kable

Lara Kable
Senior Private Client Adviser

Mark Smith

Mark Smith
Senior Private Client Adviser

Nicholas Paunovic

Nicholas Paunovic
Senior Private Client Adviser

Richard Wright

Richard Wright
Private Client Adviser

Visit Us

Address

426 King Street
Newcastle NSW 2300

Tel

(02) 4910 2400

Fax

(02) 4910 2424

Contact Hours

09:00 - 17:00

>