Wealth Management

Managing your investment decisions today can lead to a more secure financial future for you and your family. With hundreds of private wealth advisers across the country, we can help tailor your investment strategy to your goals.

Invest, Grow, Relax, Retire

The ASX lists 2,800 companies, globally there are tens of thousands. Coupled with diverse investment options such as stocks, bonds and ETFs, there are practically infinite investment opportunities. Our advisers have the experience to navigate the complexities of financial markets, investment vehicles and economic trends, so they can tailor a strategy unique to your needs.

Ord Minnett has helped private investors make investment decisions for more than 150 years. With more than $62.6 billion Funds Under Advice, our financial advisers, or Private Wealth Advisers as we call them at Ords, manage a wealth of portfolios, including superannuation and SMSFs (self-managed super funds), all individually tailored to our client’s needs.

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Advice for every stage of life

Many of our clients are either focused on growing their wealth or protecting their life savings. Whilst every individual’s journey is different, people tend to go through four key ‘wealth stages’, as shown in the image below. Whatever life stage you are at, we’ll match you with an adviser with experience to see you through. Our advisers will also monitor and adjust your plan as your life changes.

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.

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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.

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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.

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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.

Start a conversation with Ords today and we can introduce you to a stockbroker who can assist you with your investment and trading needs.

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Philanthropic Giving

Wealth transcends mere financial metrics; it embodies compassion and generosity. If desired, your financial adviser can integrate strategic philanthropy into your financial plan; charitable giving in a tax-effective way.

By strategically integrating philanthropic giving into your financial plan, you contribute to meaningful causes and become part of a broader movement that shapes the well-being of communities and society.

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Estate Planning

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.

A vital component of estate planning involves establishing trusts or structures for tax efficiency and asset protection, such as family trusts, companies, or superannuation funds. Additionally, designating someone through a financial or medical Power of Attorney or an Advanced Care Directive is integral to this comprehensive approach.

Working with legal and tax professionals, your Ords adviser will facilitate the seamless transfer of wealth to your family or beneficiaries, alleviating concerns like inheritance tax. Through collaborative teamwork and a carefully crafted estate plan, your wishes are conducted precisely, addressing critical aspects like trust funds, family trusts, inheritance, and wills. This meticulous planning and execution are geared towards securing and preserving your legacy.

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Deceased Estate

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.

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Significant Investor Visa

The Investor Visa (IV) and Significant Investor Visa (SIV) serve as pathways to permanent residency for entrepreneurial individuals making substantial investments in the Australian economy. Whether you currently hold one of these visas or are in the process of obtaining one, seeking comprehensive advice and utilising an SIV Investment Review Service will prepare you for a transition to a cost-efficient, safe, and compliant investment portfolio.

Australia's quality of life, safe environment, and robust economic factors make it an attractive destination. Consulting with an Ord Minnett adviser can provide transparent, flexible, and personalised solutions, covering various categories that qualify for the AUD$ 2.5 million Investor Visa and AUD$ 5 million Significant Investor Visa. These categories include Venture Capital, Growth Private Equity Funds, Emerging Companies, and Balancing investment options.

At Ords, we can administer investments through a regulated investor-directed portfolio service, making us a trusted choice for your visa investment needs.

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Benefits of advice

Team of qualified experts

Our advisers are highly qualified, licensed professionals who are specialists in their field.

Partners who listen, then act

The best advice comes from those who understand you. We take the time to understand our client’s needs, then advise.

Tailored solutions

As no two clients’ journeys are the same, we delve deep to discover their needs and tailor solutions specific to them.

Clarity and Certainty

Our advisers have an ethical and legal responsibility to act in our client’s best interest, so our clients can make decisions with confidence and certainty.

Deep research and knowledge

Our clients gain access to timely market insights generated by our Research Analysts, allowing informed decision making.

Access to opportunities

Our Corporate Finance and Private Capital teams can provide access to pre-market and wholesale investment opportunities.

Building wealth for generations

At Ords, our approach is not just about managing finances; it’s a commitment to helping secure a prosperous future tailored uniquely to you.

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Insights that count

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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