Wealth Management
A Proud Heritage of Excellence
Offering investors a full suite of private wealth investment and management services
Build Wealth. Manage Wealth. Protect Wealth
What we do
Building Wealth for Generations
Today's investor faces many choices as to where to invest their money. Examples include ordinary shares, bonds, hybrid securities, exchange traded funds, property and term deposits. Investors must also decide on how to best employ superannuation and whether to consider using leverage and derivatives.
These are just a few of the wide variety of investment choices available to you. It's hard to know where to start, and of course there is the risk of making poor investment decisions if you are not properly informed.
Ord Minnett has been advising private investors on making investment decisions for more than 150 years. During this time we have refined an approach to investing that provides investors with a solid foundation on which to build, manage and protect wealth.
Discover Private Wealth Management
Stockbroking
Access to Australian & International Equities
Financial Planning
Tailored advice & planning solutions to help clients achieve goals
Portfolio Construction
Robust portfolio construction begins with sound asset allocation
Superannuation & SMSF
Optimising superannuation to meet retirement goals
Estate Planning
Ensuring assets are passed and managed accordingly
"Through prudent investment advice and market analysis, Ord Minnett has been building the wealth of investors for generations."
Proud Heritage
Founded by Charles Ord and Jack Minnett in 1951, Ords has a proud history with corporate origins dating back to 1872.
Funds Under Advice
Ords has over AUD$58.4 billion in total Funds under Advice (FUA) and AUD$884.5 million in Funds under Management (FUM) as of 30 September 2023.
Service Excellence
Ords' clients benefit from full-service stockbroking, financial planning, portfolio services and access to unique investment offerings.
Get in Touch
Start a Conversation with an Ord Minnett Adviser today.
'Building Wealth for Generations'
150 years +
Proud History & Heritage
270
Advisers
14
Offices