Gold Coast

Welcome to Ord Minnett Gold Coast

Building Wealth for Generations

Ord Minnett Gold Coast

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 on the Gold Coast 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. 

The Ord Minnett Gold Coast office was established in 1990. Originally focusing on stockbroking and insurance, over the years we have evolved to become a complete wealth management advisory firm.

"Through prudent investment advice and market analysis, Ord Minnett has been building the wealth of investors for generations."

Proud Heritage

Founded by Charles Ord and Jack Minnett in 1951, Ords has a proud history with corporate origins dating back to 1872.

Funds Under Advice

Through prudent investment advice and market analysis, Ords has over AUD$57 billion in total Funds under Advice (FUA) as of 31 July 2021.

Service Excellence

Ords' clients benefit from full-service stockbroking, financial planning, portfolio services and access to unique investment offerings.

Unique & Tailored Wealth Services

Ord Minnett Gold Coast 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
  • Insurance 

Client Service Excellence

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. 

Value of Our Advice

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 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

Comprehensive & Unique Wealth Services

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.

Personalised Approach

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

gold coast team

Meet the Team

With over 80 years of experience, our experienced team of Advisers are well placed to help you achieve your financial and lifestyle goals.   

As part of the national Ord Minnett company, our Gold Coast 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.

  • Nathan Blair

  • Ben Leeden

  • Hayden Schneider

  • David Wallis

  • David Wells

  • Alex Hamilton

  • Brian Manning

  • Jennifer Mcleod

  • Lynda Woods

  • Alex Faulkner

Nathan Blair

Nathan Blair - Branch Manager & Senior Investment Adviser

Nathan is the Branch Manager and Senior Investment Adviser for the Gold Coast office. As a Senior Investment Adviser for over 20 years with Ord Minnett, Nathan provides clients with strategic advice, portfolio construction, asset allocation, and investment and trading ideas.

Nathan is involved in all aspects of his clients’ financial health – tailored advice, prudent investment management, risk management and consistently providing the very highest standards of service, all backed by Ord Minnett’s suite of capabilities including operations, research, asset management, corporate finance, and administration. 

Nathan is a Responsible Executive of Ord Minnett Ltd, holds a Bachelor of International Finance from Griffith University and the highest level of Options & Derivatives Accreditation. Nathan is certified by the Securities Institute to provide superannuation advice, registered with the Australian Stock Exchange and a master of the Australian Shareholders' Association.

He has been a resident of the Gold Coast for 30 years, and a father of three children. Nathan’s hobbies include sailing, game fishing, reading and keeping fit.

Community

Ord Minnett Gold Coast is proud to be connected to the following clubs and associations: 

Broadbeach AFC
Southport Yacht Club
Mermaid SLSC

Get in Touch

Start a Conversation with an Ord Minnett Adviser today, who can help with Building Wealth, Protecting Wealth and Managing Wealth. 

Contact Details

Parking is available in Bruce Bishop Carpark (off Beach Road) or easy access via the G-Link tram to the Surfers Paradise stop, near Q1.