Private Wealth Advisory Team

Sydney

Jake Blumberg

Sam La Cava

A collective approach

Jake and Sam prioritise listening to their clients and having a deep understanding of their objectives before providing them advice. This ensures clients receive coherent and comprehensive financial planning advice that is underpinned by ongoing investment advice.

The team follows a process for its clients:

1. Set goals and assess finances – Identify financial objectives and analyse your current financial situation.

2. Create and implement a strategy – Develop tailored financial plan and put it into action.

3. Monitor and adjust as needed – Review progress regularly and adapt to changes.

With your consent we can take you to a higher level of the process.

Jake Blumberg

Private Wealth Adviser

Sydney

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Sam La Cava

Private Wealth Adviser

Sydney

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Contact

About the team

Jake and Sam are dedicated to delivering tailored investment solutions that align with your financial situation and goals, empowering you to achieve long-term prosperity through our advice.

They have a combined 20 years+ experience in financial services helping clients achieve their needs and objectives. The team offers comprehensive financial advice, which includes investment portfolio management and financial planning advice and services.

Jake started at Ord Minnett in 2019, specialising in helping Australians achieve their wealth goals andlive comfortably in retirement. He grew up in Byron Bay and has worked at the Commonwealth Bank.Sam commenced working at Ord Minnett in October 2010 and provides a comprehensive, personal, andongoing commitment to understanding technical aspects in Australian and broader financial markets.

Areas of Expertise

The team’s focus is on delivering clients a personalised financial plan that reflects their specific needs and objectives, utilising Australian and international equities, fixed interest, wholesale bonds, term deposits, and cash management solutions.

Jake and Sam’s services include stockbroking, investment advice and strategy, cash and term deposits,financial planning, superannuation and self-managed super funds (SMSFs), retirement planning, estateplanning and alternative investments.

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Our Values

Office

Sydney

Grosvenor Place Level 18, 225 George St Sydney NSW 2000

(02) 8216 6300

sydney@ords.com.au

Map

Quality Advice for Now and the Future

At Ord Minnett, we know that every individual’s journey is different, that’s why we tailor advice and investment solutions to our clients unique needs. We do this with utmost care as it is both our duty and privilege to put our clients interests first.

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 you.

Team of Qualified Experts

Ords advisers are licensed professionals who are specialist in their field

Deep Research and Knowledge

Our Research Analysts continually survey local and global investment opportunities

Clarity and Certainty

Our advisers have an ethical and legal responsibility to act in our client's best interests

Tailored Solutions

We delve deep to discover our client's needs and tailor solutions to them

Partners who listen, then act

We take time to understand our clients’ needs, then advise

Access to opportunities

We offer clients access to pre-market and wholesale investment opportunities

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Whether it’s the first time you’ve sought advice, or you're looking for a fresh perspective, our advisers will help you gain clarity, confidence and opportunity.

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Private Wealth Advisory Team