Sam Smith and Kieran Hailes provide comprehensive investment advice and financial planning strategies to a diverse range of individuals, families and organisations. Their combined experience and deep understanding of financial markets, investment vehicles and economic trends enable them to develop tailored strategies designed to help clients achieve their unique goals.
A collective approach
Sam Smith
Private Wealth Adviser
Sydney
Kieran Hailes
Private Wealth Adviser
Sydney
About the team
Sam and Kieran are committed to building long-term relationships with their clients, guiding them through the complexities of wealth management at every stage of life. Taking a collaborative approach, they draw on the expertise of Ord Minnett’s research and investment teams to construct diversified portfolios and deliver comprehensive advice aligned to each client’s specific circumstances, objectives and needs.
Areas of Expertise
Their expertise spans portfolio construction, asset allocation, strategic financial planning, investing, superannuation (including self-managed super funds (SMSFs), retirement planning and estate planning. They have extensive experience across equities, managed funds, wholesale bonds and fixed income investments, enabling them to build portfolios with an appropriate level of risk to suit each client’s goals and circumstances.
Our Values
Office
Sydney
Grosvenor Place
Level 18, 225 George St
Sydney NSW 2000
(02) 8216 6300
sydney@ords.com.au
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Testimonials
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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.
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
Start a
Conversation
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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