Nicholas and Francis bring more than 20 years of combined experience in providing advice to a diverse range of clients who are at different stages of their lives, including younger professionals and growing families, mature households and retired clients. The team also provide specialist advice to clients with unique personal circumstances and goals, including high net wealth individuals, trusts and charities.
Nicholas and Francis are passionate about building long term relationships, so they can continue to provide quality advice to their clients as they move through the different stages of their lives.
Nicholas and Francis have expertise to provide advice across the investment and planning space.
Their multifaceted investment advice services, guided and supported by Ord Minnett’s investment and research teams, cover all asset types and markets. Nicholas and Francis focus on high quality portfolio construction, risk management and best in class risk-adjusted returns.
Their financial planning services are equally as diverse. They provide advice across the spectrum from wealth accumulation, superannuation and self-managed super funds (SMSFs), retirement planning and debt / cash flow management.
No matter what service you are after, their first focus is to gain a deep understanding of their client’s goals and objectives so they can tailor a personalised strategy to help achieve these objectives.
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