Unlock your wealth’s full potential
Tailored investment strategies for now and the future
Expert advice,
sound investments
With more than 2.6 million Australians seeking financial advice each year, starting this process can help you make tax-effective decisions and choose sound investments that suit your financial goals and risk tolerance.
Our financial advisers, or Private Wealth Advisers as we call them at Ords, begin with getting to know you, your financial needs, goals and concerns, taking a listen first, speak second approach. Only after this do they start to formulate a plan with you. Combining their expertise in financial advice and investment management with your goals, they can step you through the investment process, so you can have flexible choices and make informed decisions.
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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.
Invest, Grow, Relax, Retire
Ord Minnett has helped private investors make investment decisions for more than 150 years. With more than $67.8 billion Funds Under Advice*, our financial advisers, or Private Wealth Advisers as we call them at Ords, manage a wealth of portfolios, including superannuation and SMSFs (self-managed super funds), all individually tailored to our client’s needs.
*as of 31 December 2024
Many of our clients are either focused on growing their wealth or protecting their life savings. Whilst every individual’s journey is different, people tend to go through four key ‘wealth stages’, as shown in the image below. Whatever life stage you are at, we’ll match you with an adviser with experience to see you through. Our advisers will also monitor and adjust your plan as your life changes.
Advice for every stage of life
Work with an adviser who strategically manages your investments today