Welcome to Ord Minnett Newcastle
Building Wealth for Generations
Ord Minnett Newcastle
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.
At Ord Minnett Newcastle, we're here to ensure that you are set up to achieve your financial goals and secure your financial future.
We specialise in providing bespoke strategic wealth management services. We know that your wishes, your plans and your goals are not the same anyone else's. Using our proven processes and significant experience, we'll develop a strategy that's designed specifically for you.
With the right advice, you'll have peace of mind that your wealth can continue to grow and be protected, even in these ever-changing times.
"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
Through prudent investment advice and market analysis, Ords has over AUD$59 billion in total Funds under Advice (FUA) as of 31 January 2021.
Ords' clients benefit from full-service stockbroking, financial planning, portfolio services and access to unique investment offerings.
Unique & Tailored Wealth Services
We’ll help you steer your financial future in the right direction by:
- Helping you make smarter and better informed decisions.
- Advising how to invest in the future.
- Helping you to understand market trends and their impact.
- Providing expert guidance for planning and managing your wealth.
- Continually reviewing your strategy to ensure maximum performance.
Why do I need a private wealth manager?
You’ve worked hard to get where you are and you want to know that your assets will continue to work for you, safely and securely. You want to know that your financial goals will be achieved, now and into the future. Our expert advisers will help you make the best financial decisions for you and your family.
It’s a complicated market. Our professional advice can give you back your time, eliminate financial stress and significantly build and protect your wealth.
At Ord Minnett Newcastle, our advisers are dedicated to strengthening and securing your wealth. Our strategic wealth management service can help you with:
- Portfolio management – tailoring your investments for you.
- Retirement planning – ensuring your money lasts.
- SMSF advice – making your nest egg work smarter and longer.
- Transfer of wealth – providing a financial road map for the next generation.
- Structuring your financial affairs – maximising the effectiveness of your investments.
- Administration – taking care of all the paperwork, so you don’t have to worry.
Strategic Wealth Management Services Tailored For You
We’ll have a conversation where we’ll get to know your investment history, your philosophy on risk, your family situation and your particular circumstances. Then our team of expert Advisers will develop a strategic wealth management plan designed to meet your unique goals.
A Consultative Approach
Before we do anything with your money, we will ensure that you understand what we are recommending, and why we think it’s the best option for you.
We’ll build an honest two-way dialogue to ensure that you retain complete control of your investment decisions. We want you to trust that our financial advice is always about delivering the best results for you.
Our Team is Your Team
When you work with us at Ord Minnett Newcastle, you are working with a specialised team that has over 100 years of combined industry experience. Our advisers have expertise in direct equities, retirement planning, financial structuring, transfer of family wealth, self-managed superannuation funds and more. Our Newcastle team works together to share our collective expertise and stock market intelligence.
As a client of Ord Minnett Newcastle, you will have a team of two dedicated wealth advisers working with you. Together your advisers will develop an investment strategy designed specifically for your unique financial objectives. Why two advisers? Because we believe that our team is our strength. And we know that combining the expertise of our team will provide you with the best possible service and the best possible advice.
As part of Ord Minnett, the Newcastle team also draws upon the company’s wider expertise, research, analysis and proprietary systems. This means that you receive a local tailored service, backed by the extensive resources of a global financial services firm.
There is no 'off the shelf' financial strategy, just tailor made advice that's right for you.
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
Meet the Team
At Ord Minnett Newcastle, we are dedicated to providing you with tailored investment strategies designed to achieve your financial goals. We work closely together to share our expertise and continually monitor investment opportunities, so that you can benefit from the significant experience and knowledge of the entire team.
As part of the national Ord Minnett company, our Hunter region 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.
Nick Wright - Senior Client Adviser
Nick is an Australian shares expert and a trusted and loyal adviser to his clients. He studies the stock market daily and provides trusted advice on the investments that are right for you.
With over 2,500 companies listed on the Australian Stock Exchange, Nick’s extensive knowledge and understanding of the market will help you to make the best investment decisions for your financial goals. Nick’s professional advice will help you to protect your nest egg and provide your income needs throughout your retirement.
Nick is an experienced client adviser, who places integrity above all else. He is a trusted and loyal adviser who will help you to secure your financial future and live your retirement dreams.
Nick grew up on a cattle farm in central west NSW and enjoyed his idyllic upbringing. It’s still in the family and he loves to visit when he gets the chance.
Nick holds a Professional Diploma of Stockbroking and is Superannuation Accredited.
Lara Kable - Senior Private Client Adviser
Lara builds client relationships based on trust, transparency and a determination to succeed. Her expert advice will help you to plan successfully for your retirement. She will develop strategies designed to build and protect your wealth, and secure your financial future.
Lara’s specialisation is in helping people with self-managed super funds (SMSF) to achieve the best outcomes for their fund from a financial perspective.
Lara has worked in the financial services industry since 1996 and is passionate about helping clients to understand how they can take control of their retirement planning and pension phase.
Lara is a secret thrill seeker who used to fly planes! It’s a hobby she hopes to return to when her children are a little older.
Lara has multiple qualifications and memberships including:
- Diploma of Financial Services (Financial Planning)
- Advanced Diploma in Financial Services (Financial Planning)
- Masters of Financial Planning
- SMSF Specialist Advisor with the SMSF Association
Mark Smith - Senior Private Client Adviser
Mark is a trusted advisor and supportive mentor who can help you gain control of your financial future. He is a deep fact finder, skilled at seeking solutions to complex problems and focused on building trusted relationships with his clients. He provides his clients with the peace of mind that comes with having expert investment advice, whilst retaining complete control over their own portfolio strategy.
With a career spanning four decades, Mark has a profound knowledge of investing and financial planning. Mark’s expertise in self-managed superannuation funds and estate planning will help you to achieve better outcomes for your retirement and your financial legacy.
Mark is a success builder who cares deeply about his clients. When he first entered the finance industry, he learnt that the true meaning of professionalism is to ‘always put the client’s interests first’. Mark has kept this as his core value throughout his career.
Mark was a keen motor bike racer, who competed in the sport for many years. After a few too many spectacular falls, he gave it away to take up somewhat tamer pastimes and is currently learning to play the ukulele.
Mark's qualifications and memberships include:
- Bachelor of Commerce
- Qualified Chartered Accountant
- Member of the Institute of Chartered Accountant Australia and New Zealand.
- Advanced Diploma in Financial Services (Financial Planning)
- CA Financial Planning Specialist
Nicholas Paunovic - Senior Private Client Adviser
Nicholas is an adviser skilled in direct investments – a career that was sparked when he bought his first stocks as a teenager, and later sold them to buy his first car. This early experience of investment success is what led Nicholas to become a professional wealth adviser. He has a deep understanding of the stock market and a wealth of knowledge across all facets of stock broking.
Nicholas understands that each generation will have a different understanding of how to manage, grow and protect assets. He specialises in assisting his clients to achieve long term wealth and will work with you and your family to provide a financial road map designed to secure your legacy for generations to come.
Nicholas is a keen body boarder who twice represented NSW at the national bodyboarding titles.
Nicholas's qualifications and memberships include:
- Bachelor of Finance (Major in Business Finance)
- Professional Diploma of Securities and Derivative
- Certificate of Superannuation
- Accredited in Derivatives Level 1 & 2
- Accredited in Margin Lending
Tina Latham - Private Wealth Account Manager
Tina is a key member of the Ord Minnett Newcastle team and is here to help our advisers manage your portfolio efficiently and effectively and ensure we have all the details necessary to serve your needs.
Tina has 15 years of extensive experience in stockbroking administration and with her friendly vibrant personality she has a knack for building productive and nurturing relationships with her clients.
Susan Green - Office Manager
Susan is an excellent communicator and a reliable, patient and ultra-organised person who will bring her meticulous attention to detail to all the work she does for you.
With over 20 years of experience providing administrative support in the financial planning sector, Susan has extensive knowledge and skills that will help you on your wealth management journey.
Get in Touch
Start a Conversation with an Ord Minnett Adviser today, who can help with Building Wealth, Protecting Wealth and Managing Wealth.