High Net Worth: Wealth Management for Generations
Your wealth deserves a strategy tailored to your ambitions. Our Private Wealth management services assist high net worth individuals and families in making informed investment decisions to protect and grow their financial future.
To assist clients in designing themselves a rich life from 40 to 100, we have prepared a free, downloadable guide, enabling you to determine your goals and priorities, so you can live the life you have dreamed of.
Why Trust Ord Minnett for High Net Worth Wealth Management?
High net worth individuals partner with financial advisers to seek professional advice from experienced, trusted sources, which are backed by research. Ord Minnett specialises in wealth management for high net worth individuals, sophisticated investors, and professional investors, helping to secure their financial future.
With a history dating back more than 150 years, and with $71.1 billion* in Funds Under Advice, clients with significant wealth continue to choose Ords.
Ords' clients gain access to:
Bespoke advice from experienced, credentialed advisers
Research-led investment decisions
Access to Corporate Finance and Private Capital opportunities
Transparent, goals-based approach across every stage of life
Our High Net Worth Wealth Management Services
Due to their diverse portfolio of investments, assets, and substantial wealth, high net worth individuals often require in-depth, bespoke solutions to achieve their financial goals.
Private Wealth management for high net worth individuals is at the heart of what we do for our clients. We develop bespoke wealth management strategies that match your financial situation. Our clients also gain access to opportunities not available to the public, such as in-house ASX-listed company research and pre-IPO and IPO investments.
Ord Minnett advisers also help clients navigate changing landscapes, including legislative tax changes such as Division 296, also known as the Better Targeted Superannuation Concessions Tax (BTSC tax).
Financial Advice
Your wealth deserves a strategy that matches ambitions. Every decision you make today shapes the legacy you’ll enjoy tomorrow. With thousands of Australians turning to expert advice each year, taking a considered approach now can unlock tax efficiencies and position your portfolio for enduring success.
At Ord Minnett, our private wealth advisers begin with discretion and insight. We listen first - understanding your aspirations, priorities, risk tolerance and concerns - before crafting a bespoke plan that reflects your vision. Drawing on deep expertise in financial advice and investment management, we partner with you to navigate complex markets with clarity and confidence.
The result? A tailored strategy and portfolio that offers flexibility, informed choices, and the assurance that your wealth and assets are working for you.
Superannuation and SMSF
No matter where you are in your career - building momentum or preparing for retirement - understanding how your superannuation is invested is critical to safeguarding your future. In a landscape where inadequate planning can compromise long-term wealth, informed decisions and a financial plan are essential.
The investment options for your superannuation can be overwhelming. This is where Ord Minnett’s Private Wealth management team brings clarity. We take a strategic, consultative approach - exploring options such as self-managed super funds (SMSFs) and managed fund solutions - to diversify and optimise your portfolio. We help you develop a tailored superannuation strategy designed to preserve and grow your wealth with precision.
Retirement Planning
Retirement today is more than a destination - it’s a dynamic chapter of opportunity. Longer lifespans and a new outlook have redefined this stage, with many Australians pursuing second careers, philanthropy, and purpose. Planning now ensures not only the lifestyle you envision but the legacy you leave behind.
At Ord Minnett, we are a wealth manager that designs bespoke strategies to optimise and grow your retirement savings, safeguarding your wealth for future generations. Our approach goes beyond protection - it’s about creating enduring value so your success continues to make an impact.
Stockbroking
Stockbroking remains the foundation of many high net worth portfolios. Expert advice is essential to align equity strategies with your objectives - balancing dividend yield, capital growth, and risk management.
Ord Minnett’s heritage as a distinguished full-service stockbroking firm continues to define our approach. While our capabilities have expanded into a wealth advisory business, stockbroking remains central - supported by in-house research teams delivering deep market analysis and uncovering opportunities others may overlook.
Insightful research is the investor’s most powerful advantage, and we’ve invested heavily to ensure our clients have access to essential company knowledge.
Philanthropic Giving
True wealth extends beyond numbers - it reflects purpose, compassion, and influence. For those who wish, strategic philanthropy can be seamlessly integrated into your financial plan, enabling charitable giving in a tax-effective way.
By embedding philanthropy into your wealth strategy, you not only support causes that matter but also create a lasting legacy. You can shape communities and contribute to a better society for generations to come. At Ord Minnett, many clients have highlighted how philanthropy helped bring their family members closer by making charitable decisions and donations together.
Estate Planning
Estate planning is more than building wealth - it’s about protecting it and ensuring its seamless transfer. Given it is estimated more than $5 trillion in assets are set to pass between generations in Australia by 2050, planning is essential.
Our advisers work alongside legal and tax specialists to structure strategies - such as family trusts, companies, and superannuation - for tax efficiency and asset protection. Partner with Ords today to preserve your wealth and secure your legacy for generations to come.
Deceased Estate
Administering a deceased estate can be complex and emotionally challenging. An experienced adviser brings clarity and structure, ensuring a personalised approach for efficient estate management.
Managing deceased estates often requires handling investments through selling, transferring, distributing, or retaining them. Professional advice from Ord Minnett can help you navigate common complexities and ensure you receive suitable investment advice.
Your guide to living an extraordinary life.
If you want to build an extraordinary life and secure the future you want for you and your family, now is the time to grow and protect your wealth.
This guide will help you explore how to grow and protect your wealth, prepare for life after work, while leaving a legacy.
To access our free, interactive guide, please fill out the form.
What Makes High Net Worth Wealth Management Unique?
High net worth wealth management focuses on preserving and growing substantial assets through highly personalised strategies, rather than standardised solutions.
Ord Minnett's private wealth advisers can integrate complex considerations like tax efficiency, estate planning, and exclusive investment opportunities such as IPOs not available to the public that go beyond traditional financial advice.
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
Experience & Recognition
As one of Australia's leading wealth advisory firms, Ord Minnett has over 270 private wealth adviser who service clients from major cities to remote communities.
270
Financial Advisers focused on service excellence
15
Locations across Australia and Hong Kong
$71.1
Billion funds under advice
300+
Stocked under coverage, from emerging and mid-cap to large-cap companies
153
Years of service. Ords’ corporate origins date back to 1872
High Net Worth Wealth Management Near You
Ord Minnett provides private wealth management services in 15 locations around Australia, in addition to Hong Kong. With offices in major cities and regional areas, we can assist your financial journey no matter where you live.
Sydney
NSW
Grosvenor Place Level 18, 225 George St Sydney NSW 2000
(02) 8216 6300
sydney@ords.com.au
Adelaide
SA
Level 5/100 Pirie St Adelaide SA 5000
(08) 8203 2500
adelaide@ords.com.au
Brisbane
QLD
Level 34/71 Eagle St Brisbane City QLD 4000
(07) 3214 5555
brisbane@ords.com.au
Canberra
NSW
101 Northbourne Ave Turner ACT 2612
(02) 6206 1700
canberra@ords.com.au
Geelong
VIC
Office 3, Suite 4, 200 Malop St Geelong VIC 3220
(03) 4210 0200
geelong@ords.com.au
Gold Coast
QLD
Level 7/50 Appel St Surfers Paradise QLD 4217
(07) 5557 3333
goldcoast@ords.com.au
Hobart
TAS
Ground Floor, 85 Macquarie St Hobart TAS 7000
(03) 6161 9300
hobart@ords.com.au
Hong Kong
Suite 1608, Nexxus Building, No. 41 Connaught Road, Central, Hong Kong
+852 2912 8980
enquiries@ords.com.hk
Launceston
TAS
85 York St, Launceston TAS 7250
(03) 6161 9300
launceston@ords.com.au
Mackay
QLD
45 Gordon St Mackay QLD 4740
(07) 4969 4888
mackay@ords.com.au
Melbourne
VIC
Level 22/35 Collins St Melbourne VIC 3000
(03) 9608 4111
melbourne@ords.com.au
Newcastle
NSW
426 King St Newcastle West NSW 2302
(02) 4910 2400
newcastle@ords.com.au
Noosa
QLD
70 Noosa Dr Noosa Heads QLD 4567
(07) 5231 9966
noosa@ords.com.au
Perth
WA
Level 27/108 St Georges Terrace Perth WA 6000
(08) 6179 6400
perth@ords.com.au
Sunshine Coast
QLD
Burnett House 1/99 Burnett St Buderim QLD 4556
(07) 5430 4444
sunshinecoast@ords.com.au
High Net Worth Financial Advisers You Can Trust
More than $71 billion* of clients' money is managed in Funds Under Advice by trusted advisers at Ord Minnett.
With corporate origins dating back more than 150 years, Ords has been building wealth for generations. Built originally as a stockbroker and now providing private wealth management for high net worth individuals and families, Ords is home to tens of thousands of clients throughout Australia and Hong Kong.
Start a conversation with Ords today and create a financial strategy that ensures effective wealth management and a long-lasting legacy.
High Net Worth Frequently Asked Questions
Basics & Definitions
What is a high net worth individual?
Ord Minnett considers a high net worth individual as someone with more than $3 million of investable assets, in addition to their primary residence. Ord Minnett specialises in working with high net worth individuals, which includes significant investors and professional investors.
What is a sophisticated investor?
A sophisticated investor is a someone who has earned a gross income of at least $250,000 per year for each of the past two years, or holds net assets of $2.5 million or more. The investor must obtain a certificate to certify this information from a qualified accountant.
What is a professional investor?
A professional investor is someone who has or controls gross assets of at least $10 million.
What is high net worth wealth management?
High net worth wealth management is a highly tailored, full advisory service for individuals with significant assets. It combines bespoke investment strategies, tax efficiency, estate and legacy planning, risk mitigation, and exclusive investment access – all coordinated through a private wealth adviser.
Application & Scope
Who needs high net worth wealth management?
High net worth wealth management is designed for wealthy investors with more than $3 million of investable assets in addition to their primary residence, significant investors, and professional investors. Ord Minnett specialises in partnering with Australian clients who have more than $3 million in investable assets.
How can a high net worth individual benefit from a financial adviser?
A financial adviser works closely with clients to understand their financial situation, financial objectives, risk tolerance and goals, before creating a comprehensive plan on how to protect and grow their wealth. High net worth clients often have complex financial situations given their broad array of investments.
It is essential for every high net worth client to receive the right financial advice, to ensure they meet their own, and their families, financial objectives in a tax-effective way.
How does Ord Minnett manage risk for high net worth clients?
Risk management is an incredibly important tool when creating a financial plan or investing for clients. Ord Minnett is a wealth manager that works closely with clients to understand their risk appetite, which is often closely linked to their short or long-term goals. Strategies regularly used for risk management include diversification across asset classes, liquidity planning, asset protection measures, as well as tax-efficient strategies.
What types of assets can be managed in a wealth management portfolio?
Ord Minnett is a privately owned firm that prides itself in providing full-service financial expertise for its clients. Our private wealth advisers have the insights and ability to manage and provide advice on all clients' assets, from current share investments, physical assets and property to estate planning and philanthropy.
Ord Minnett also has in-house Research, Corporate Finance and Private Capital teams, which provides access to investments such as IPOs that are not available to public investors.
How can high net worth wealth management help to secure a legacy?
Many of Ord Minnett’s clients are not just aiming to secure their own financial future but build a legacy for their family, the next generation. Our private wealth advisers regularly work in the best interests of our clients, and their families. Our business has corporate origins dating back more than 150 years, which is why we have building wealth for generations.
By planning and investing for the long term, clients are able to reach and live out their own financial goals while building their legacy, whether that be through growing capital for family members, or bringing the family closer through tax-efficient, structured giving.
Important Information
This webpage provides general information only and does not constitute financial, investment, or tax advice, and should not be relied on to make financial, investment or taxation decisions.
*Figures as at 30 June 2025.
.jpg)