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.
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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.
Judo Capital Holdings Limited (JDO) - – Credit where credit’s due
Judo Capital provides banking products and services for small and medium businesses in Australia.
Metcash Limited (MTS) - Hardwearing
Metcash was founded in 1927 and operates as a wholesale distribution and marketing company in Australia, primarily in the Food, Liquor, and Hardware segments.
ResMed Inc. (RMD) - Breathe easy
ResMed Inc. develops, manufactures, distributes, and markets medical device and cloud-based software applications targeting the management of sleep apnoea.