Dedicated Wealth Management in Location
Transforming relationships into returns
Wealth management is a crucial part of securing a financial future for you and your family, and building your legacy. At Ord Minnett, we're passionate about helping Sydneysiders protect and grow wealth.
Ord Minnett's head office is based in Sydney's famous George Street. Our team offers impressive experience, local expertise, and tailored strategies to help build your financial security and legacy.
We have over 150 years of history, so we understand what it takes to build and manage wealth in Sydney and around Australia. That’s why our clients entrust us with $73.4 billion* in Funds Under Advice.
Start a conversation today and find out how we can help you reach your goals.
Office
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How financial advisers help clients
Financial advisers can guide both individuals and organisations on how to increase their wealth and plan for their financial future. These are just some of the areas in which financial advisers can support clients:
Financial Advice
Financial advisers provide financial advice for everything from tax to investments to income protection to debt management and much more.
Through this advice, financial advisers help clients build wealth towards major life goals, such as housing, raising children, and retirement.
Superannuation and SMSF
Helping clients stay on top of Super planning is a crucial role of a financial adviser. It affects people at all career stages, and can be beneficial even for those not close to retiring.
Whether clients have a self-managed super fund or another arrangement, financial advisers help them understand the various factors that can affect Super, including tax changes, and insurance options.
This helps clients to make the right decisions for their financial future.
Retirement Planning
Australia has an ageing population, and what retirement looks like for Australians is constantly evolving. Financial advisers help clients put plans in place for their retirement years.
Whether clients are 5, 10, or more years away from retirement, financial advisers work on investment strategies to assist with post-work planning and retirement savings.
Retirement planning looks different for everyone, and many people engage in philanthropy, paid grandparenting roles, volunteering, and other roles in their retirement years. A financial adviser must understand all these options and which will work for their clients.
Stockbroking
Stockbroking can be difficult for the novice investor to navigate. The combination of risk versus reward, yield, growth, and the sheer amount of financial data can be daunting.
A good financial adviser brings extensive stock market research experience to maximise a clients’ stock returns. You should identify stock opportunities that are in your client’s best interest and provide sound investment advice.
Estate Planning and Deceased Estates
Financial advisers cover multiple facets of estate planning, including protecting assets, tax minimisation, and other areas that affect how wealth is distributed after someone
passes.
As part of this process, a financial adviser assists with gathering documents, dividing assets, and implementing plans to ensure a client’s wishes are carried out.
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.
Meet the team
Our Sydney wealth management team has centuries of combined experience in private wealth management. From philanthropic giving to intergenerational wealth transfers, we have the expertise to provide tailored financial solutions for your goals.
Where to find us
Proud sponsors of Waterpolo Australia
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.
Our local sponsorships in your community:
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
*Billions in funds under advice at as 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
Our Approach
Clients have been building wealth for generations with Ord Minnett.
Ords' private wealth advisers work closely with their clients to grow and protect their wealth by creating bespoke strategies to achieve their investment and philanthropic goals.
At Ords, our philosophy is built on four principles:
Tailored advice
Strategies crafted to your personal goals
Long-term perspective
Navigating market cycles with experience and discipline
Research-driven insights
Industry analysis driven by in-house experts
Transparent and accountable
Clear communication and measurable outcomes
Frequently Asked Questions
What is wealth management?
Wealth management is a direct investment approach to managing your financial life. It combines investment or financial advice, estate planning, superannuation and self-managed super fund (SMSF) advice, tax strategies and more to help you grow, protect and transfer your wealth effectively over time.
Who needs wealth management services?
Wealth management services are best suited for individuals, families and business owners seeking expert guidance to grow, protect and transfer their wealth. Whether you're planning for retirement, managing a large portfolio or preparing for intergenerational wealth transfer, professional advice ensures your financial strategies are aligned with your goals, now and into the future.
What services are included in wealth management?
Our wealth management services include investment management, retirement planning, tax strategies, estate planning, superannuation and self-managed super fund advice and intergenerational wealth transfer. Each plan is tailored to meet your unique financial goals and circumstances so that it can best support your legacy.
What is the minimum investment required for wealth management services?
Minimum investment amounts may vary depending on the level of service and strategy required. However, we still encourage you to reach out to us, as our personal wealth management services are geared towards clients from all financial backgrounds. We can offer you a personalised consultation to discuss your needs and eligibility.
What types of assets can be managed in a wealth management portfolio?
Our experienced team of private wealth and investment advisers can manage a broad range of asset classes. These wealth management portfolios include equities, fixed income, managed funds, listed companies, philanthropic giving, alternative investments and more, depending on your risk profile and financial goals.
What happens if my financial goals change over time?
This is no trouble at all. Your Ord Minnett wealth management strategy is dynamic and designed to evolve with you. We understand that everyone moves through various phases of life at their own pace. If your goals change, we’ll work with you to update your plan and realign your investment strategy to reflect your new objectives.
How do market fluctuations impact my wealth management strategy?
Market fluctuations are a normal part of investing. Our focus is on building a diversified, long-term strategy tailored to your goals. As part of our personal wealth management services, we adjust allocations as needed and provide ongoing advice to help you navigate changing market conditions with confidence.
Start a
Conversation
Our local team understands what goes into managing wealth in Sydney and New South Wales, and will use their expertise to help you do just that.
Take control of your wealth management journey with Ord Minnett. Get in touch with a member of our expert team and find out how we can assist you in making the right choices for your financial future.
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