With more than 54 years of combined experience in the financial industry, Michael and Troy work with high net worth individuals, not-for-profits and family offices across Australia.
The team successfully manages the complexities of significant wealth for its clients and has consistently achieved the highest client satisfaction scores over many years, showcasing their ability to deliver tailored performance.
Their in-depth knowledge, combined with their high-touch service, ensures that those who seek their guidance receive the highest level of service and support.
Michael and Troy offer expert financial guidance, supported by Ord Minnett’s investment and research teams. They specialise in investment strategy, tailored portfolio construction, government policy, superannuation strategy and intergenerational wealth transfer, ensuring clients receive tailored, well informed advice.
The team’s priority is to protect and grow capital while optimising tax outcomes. With a strong commitment to helping clients achieve lasting financial success, they go the extra mile, providing dedicated, strategic support at every stage. By combining deep industry knowledge with exclusive insights, they deliver a sophisticated, client-focused service designed to meet individual financial goals.
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