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.