Welcome to Ord Minnett Canberra
Building Wealth for Generations
Ord Minnett Canberra
A PROUD HERITAGE OF EXCELLENCE
Ord Minnett (Ords) is a leading Australian wealth management group, incorporating full-service stockbroking, financial planning, funds management and portfolio services. With corporate origins dating back to 1872, Ord Minnett is a highly respected name in the Australian investment landscape.
The Ord Minnett team of professionals in Canberra have the experience and investment knowledge to help you achieve your financial goals. Our Advisers can deliver a comprehensive range of private wealth services and is of a size that permits close teamwork, shared capabilities and investment insights to tailor an investment solution for you.
As part of the national Ord Minnett company, our Canberra team has access to the company’s wider expertise, research, analysis and proprietary systems, giving you a local service, with the extensive resources of a global financial services firm.
"Through prudent investment advice and market analysis, Ord Minnett has been building the wealth of investors for generations."
Founded by Charles Ord and Jack Minnett in 1951, Ords has a proud history with corporate origins dating back to 1872.
Funds Under Advice
Ords has over AUD$58.4 billion in total Funds under Advice (FUA) and AUD$884.5 million in Funds under Management (FUM) as of 30 September 2023.
Ords' clients benefit from full-service stockbroking, financial planning, portfolio services and access to unique investment offerings.
Unique & Tailored Wealth Services
Ord Minnett Canberra is focused on building strong relationships which provide clients with professional and bespoke advice. We provide astute investors with the full suite of private wealth investment services and tailored financial solutions, including:
- Full-service stockbroking
- Financial planning
- Superannuation and SMSF advice
- Retirement planning
- Portfolio administration
- Estate planning
Ord Minnett takes great pride in the way we serve our clients. Meeting client expectations is at the heart of everything we do.
We are of a size that affords our clients all the benefits of even the largest players in the market, yet we’re small enough to offer the flexibility and individual approach that enables you to benefit from the very best service levels available. Ord Minnett is well-placed to bring investors the benefits of a uniquely focused wealth-management business.
Ord Minnett upholds traditions of integrity, excellence, consistency and high quality advice. We focus on tailored wealth solutions to help clients achieve financial goals and life aspirations.
Our advisers strive to provide value where possible by sharing and accessing the comprehensive resources of Ord Minnett.
- Daily updates with Ords Research Analysts and Investment Strategists
- 24 hour access to the latest Company Research Reports
- Unique Initial Public Offerings (IPOs) offered by Ords Corporate Finance
- Sophisticated & Professional Investor Programs
- Strict compliance and risk management framework
- Comprehensive insights on the latest investment trends and opportunities
We are well-placed to offer clients the benefits of a uniquely focused wealth management firm. Our services include:
- Private Wealth Management
- Full-service Stockbroking
- Investment Advice & Strategy
- Range of Investments including Alternative Investments
- Financial Planning
- Superannuation & SMSFs
- Retirement Planning
- Estate Planning
Unique Investment Opportunities
We have specialist Corporate Finance, Fixed Interest and Research teams, all committed to bringing unique investment opportunities to investors and clients.
Our advisory process is focused on your particular requirements. As your situation, your goals or the market environment may change, we ensure that your investment and wealth strategies remain in-line with the latest developments.
Focused on YOU
- We listen to understand your financial goals
- We develop personalised strategies which best employ our market knowledge and expertise
- We implement your strategy over time
- We continually review your investments and your overall strategy
Ord Minnett Canberra is proud to be affiliated to the following organisation:
Get in Touch
Start a Conversation with an Ord Minnett Adviser today, who can help with Building Wealth, Protecting Wealth and Managing Wealth.