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.
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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