Investment Services
With a focus on diversification, our advisers blend expertise, insight and strategy to help turn your investments into valuable assets. Discover Ord Minnett’s comprehensive Australian investment services today.
Our Approach
When you embark on your investment journey with Ord Minnett, you’ll enjoy our comprehensive investment approach, where our advice goes beyond crafting well-balanced investment portfolios. Whether you require tailored stock market investment advice, assistance with retirement planning or maximising returns for your non-profit, Ord Minnett is your trusted adviser.
Our comprehensive approach bases recommendations on your goals, risk tolerance and future needs. From shares, bonds, term deposits, access to pre-market and wholesale opportunities, we tailor to your financial aspirations, empowering you to unlock the full potential of your wealth.
Backed by Ords' seasoned advisers and a legacy of more than 150 years, we customise our investment strategies and financial investment advice that take into account your distinct circumstances, goals and risk appetite.
Asset allocation
Constructing your portfolio with a focus on diverse asset allocation is fundamental to protecting and growing your wealth.
Carefully considered diversification will not only reduce risk but also provide a more stable growth profile, while providing investors with resilience in varying market conditions.
To prudently manage investment risk, the construction of a strategically diversified portfolio can blend various asset classes, including:
● Cash: Highly liquid, low volatility, a ready source for investment opportunities and safety during volatile periods.
● Fixed-interest securities: Reliable income generating investments, they offer consistent returns with lower risk.
● Shares: The backbone of many portfolios. Shares offer high potential returns including capital and income, while with higher risk they represent a long-term investment option.
● Property: A tangible asset that generates income from rents and leases, together with the potential for capital gains.
● Alternative assets: Assets that fall outside the realm of traditional investments, they provide potential benefits through diversification, higher return potential and possible inflation protection.
When partnering with Ords, we will advise on an appropriate asset allocation for your circumstances to ensure we optimise returns while remaining resilient in market turbulence.
Ord Minnett Investment Portfolios
We understand no two clients’ journeys are the same, which is why we offer a range of investment portfolios with varying opportunities and risk.
At Ords, we manage seven unique investment portfolios, which are constructed and managed by Ord Minnett’s Investment Analysts in our Research Team whose job it is to investigate local and global investment opportunities.
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Portfolio administration
When you’re focused on your investments and growing your portfolio, it’s easy to forget about the necessary and often time-consuming administration, especially when it comes to tax time.
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Investment options
While many know the key to a successful investment portfolio is often diversification, it is still important to know where and how much money you should invest in each type of investment.
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Work with an adviser who strategically manages your investments today
Insights that count
Discover the best opportunities to outperform the market. Our research team dig deep into the market, company and stock data to bring you insights others might overlook.
Collins Foods (CKF) – Margins over sales
Collins Foods operates KFC stores in Australia and Europe.
Treasury Wine Estates (TWE) – Sour note
Treasury Wine Estates is a vintner that supplies its products globally but principally to Australia, the US, the UK and China.
Aurizon Holdings (AZJ) – Earnings railroaded
Aurizon Holdings is a rail freight and logistics operator in Australia hauling mining, agricultural, industrial, and retail products.
Frequently Asked Questions
What are investment services?
Investment services involve the professional management of your assets to help you grow wealth, generate income or achieve specific financial goals. These services maybe be provided by a financial adviser and include tailored advice, portfolio construction, asset allocation and access to exclusive investment opportunities.
Who needs wealth management services?
We offer a wide range of investment planning services, including managed portfolios, direct equities, pre-IPO and wholesale investment opportunities, fixed-interest solutions and bespoke portfolio management for individuals, families and institutional clients.
How do you determine the right investment strategy for your client?
We start with an in-depth understanding of your goals, financial situation and risk tolerance. From there, we design a wealth management investment strategy that aligns with your objectives, whether that’s capital growth, income generation or wealth preservation.
How do you manage investment risk?
Risk management is built into every aspect of our investment performance services. We diversify your portfolio across asset classes, regularly review your holdings and adjust strategies based on market conditions, ensuring your investments remain aligned with your goals and risk profile.
What is portfolio diversification, and why is it important?
Diversification involves spreading your investments across different assets, sectors and regions to reduce risk. A well-diversified portfolio helps smooth returns over time and protects against the impact of underperformance in any single area.
What are the fees associated with investment services?
Our financial investment advice fees vary depending on the type and level of service provided. We are transparent about all costs and will provide a detailed breakdown during your initial consultation, so you know exactly what to expect.
Can I invest with a small initial amount?
Absolutely. We offer a range of options that can suit different investment levels. Speak to one of our private wealth advisers today to learn about the investment opportunities available based on your starting capital and financial goal.
What is the difference between discretionary and non-discretionary investment management?
Discretionary management allows us to make timely investment decisions on your behalf within an agreed-upon strategy. Non-discretionary management means we consult with you before making any changes to your portfolio. As both options offer varying levels of control and flexibility, we will work with you to determine which option best aligns with your investment objectives and wealth management preferences.
How do you select the best wholesale investment opportunities?
Simply contact Ord Minnett to arrange a consultation with one of our experienced private wealth advisers. We’ll take the time to understand your needs and guide you through the next steps.
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