Wealth Management

Ord Minnett’s financial advisers, known as ‘Private Wealth Advisers’, start by listening. They 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.

One of the most confusing aspects of superannuation is how many investment options there are. That’s where your Ord Minnett private wealth adviser can help. They will explore all the avenues with you, such as self-managed superannuation funds (SMSF) and managed fund options, to diversify and optimise your superannuation strategy.

It was recently estimated there were more than four million retirees in Australia, at a time when many are extending their professional lives, exploring new careers, embracing paid grandparenting roles, engaging in philanthropic work and finding a profound sense of purpose. This shift calls for a comprehensive approach to retirement planning that goes beyond traditional financial considerations.

At Ords, we understand the pivotal role of tailoring retirement investment strategies to your unique needs. We ensure we optimise your retirement savings through an effective investment plan that not only protects but grows your wealth, so you can have the retirement you envisaged.

Ord Minnett was traditionally built as a distinguished full-service stockbroking firm, and while our services have diversified, stockbroking remains a key function. A unique offering at Ords are our in-house research teams who analyse stock market movements, digging deep into company and stock data and looking for opportunities for our clients. Research is an investor’s most valuable tool, and we’ve always invested heavily in it.

Start a conversation with Ords today and we can introduce you to a stockbroker who can assist you with your investment and trading needs.

By strategically integrating philanthropic giving into your financial plan, you contribute to meaningful causes and become part of a broader movement that shapes the well-being of communities and society.

A vital component of estate planning involves establishing trusts or structures for tax efficiency and asset protection, such as family trusts, companies, or superannuation funds. Additionally, designating someone through a financial or medical Power of Attorney or an Advanced Care Directive is integral to this comprehensive approach.

Working with legal and tax professionals, your Ords adviser will facilitate the seamless transfer of wealth to your family or beneficiaries, alleviating concerns like inheritance tax. Through collaborative teamwork and a carefully crafted estate plan, your wishes are conducted precisely, addressing critical aspects like trust funds, family trusts, inheritance, and wills. This meticulous planning and execution are geared towards securing and preserving your legacy.

Your Ord Minnett private wealth adviser will simplify the complexities of estate administration, providing valuable assistance and guidance throughout the process, from planning the succession of your business to ensuring that what you’ve worked hard for is passed on to your beneficiaries.

Australia's quality of life, safe environment, and robust economic factors make it an attractive destination. Consulting with an Ord Minnett adviser can provide transparent, flexible, and personalised solutions, covering various categories that qualify for the AUD$ 2.5 million Investor Visa and AUD$ 5 million Significant Investor Visa. These categories include Venture Capital, Growth Private Equity Funds, Emerging Companies, and Balancing investment options.

At Ords, we can administer investments through a regulated investor-directed portfolio service, making us a trusted choice for your visa investment needs.