Jon is a Senior Investment Adviser who specialises in wealth management incorporating strategic planning, asset allocation, and portfolio management, and has more than 15 years’ experience in investment advisory. Jon joined Ord Minnett in 2006 and was previously the State Manager for NSW and Hong Kong, managing more than 100 advisers and assisting with their client needs.
Nick is a Senior Private Wealth Adviser who joined Ord Minnett in 2015 after holding various advisory and senior strategic roles with NAB and AMP.
Since joining the industry in 2011, Nick has worked closely with a range of large high net worth family groups, institutions and charities to drive stronger financial returns, donor engagement and improved cashflow.
Drawing on his background in strategy, asset allocation and specialising in environmental, social, and governance (ESG), portfolio construction and management. Nick partners with his clients to develop and implement a tailored investment program that statistically reduces downside risk protecting capital, while also maintaining consistent cashflow and improved capital growth.
Our team combines expert financial planning with strategic investment advice to help clients achieve their goals. With extensive experience, we assist in cashflow management, superannuation, aged care and retirement planning, asset protection, and wealth accumulation strategies.
Once a plan is in place, we ensure tailored investment solutions that align with income and growth needs, personal risk comfort levels, and evolving market opportunities. By staying proactive and informed, we empower clients to navigate financial complexities with confidence and peace of mind.
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