Partnering with Daniel and Shiva provides clients with a highly responsive and engaging service, which also brings a greater diversity of skills to cater for your financial needs.
The team have the experience to navigate the complexities of financial markets, investment vehicles and economic trends, so they can tailor a strategy unique to you.
Together, the team can help you protect and grow your wealth.
With 27 years of combined experience in the financial industry, Daniel and Shiva have worked with some of the most prominent high net worth individuals and family offices across Australia’s largest private banks. They specialise in providing tailored services for high net worth clients and expertly managing the complexities of significant wealth.
As an award-winning team, they have consistently achieved the highest client satisfaction scores over many years, showcasing their ability to deliver results and fulfill promises.
Their in-depth knowledge, combined with their authentic demeanour, ensures that those who seek their guidance receive the highest level of service and support, provided through a dual adviser strategy, where every client is managed by both Daniel and Shiva together.
Daniel and Shiva leverage their extensive experience and the strong support of Ord Minnett’s investment and strategic research teams to deliver first-class service for their clients. This service encompasses proficiency in investment strategy, portfolio construction, research, tax, government policy, and intergenerational wealth transfer.
This ensures they have unmatched access to resources and information, enhancing their comprehensive bespoke advice for their clientele.
Their shared goal is to protect and grow their clients’ capital well ahead of inflation in a tax-efficient manner. With a genuine desire to help others achieve financial success, they consistently go the extra mile for their clients.
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