Intermediary Services
Providing services to satisfy the unique requirements of Australian financial planners & other intermediaries whose clients utilise ASX listed investments.
Transform tomorrow, today
Partner with an established firm to unlock the doors to your client’s future wealth. As your dedicated partner, we empower you and your clients to take the next step.
Our Approach
Help your clients embark on a journey towards financial empowerment with our Intermediary Service teams stationed in Sydney, Melbourne, and Brisbane. In the intricate financial planning and advisory world, having steadfast allies dedicated to your unique requirements becomes a game-changer.
In a true partnership, we offer a suite of services crafted around your business’ needs, delivering full-service stockbroking, personalised portfolio proposals, expertly managed model portfolios, and seamless execution of orders tailored to your unique requirements.
Dedicated to fostering enduring relationships and empowered by the team’s profound expertise and extensive resources, we provide a comprehensive range of services. From professionally managed model portfolios to expert advice, seamless trading, and in-depth research, we are committed to amplifying the success of your clients and your business.
Beyond borders, our reach extends to international securities, both in terms of research and execution. Going the extra mile, we offer comprehensive portfolio reviews, strategic counsel on corporate actions, exclusive IPOs, and other capital-raising venture opportunities.
Join us as a partner, where our service will give you more time to focus on your clients.
Our Services
Research
Delve into our meticulously crafted investment research, granting you exclusive access to invaluable insights, model portfolios, sector reports, best ideas, and market commentary. These resources are not just for planners and advisers but are tailored for you, the visionary investor.
Integrated website
Our integrated website offers access to information, from comprehensive research reports to detailed portfolio insights, transactions, and forecast income. It’s more than a service; it’s an experience crafted for your financial journey.
Portfolio Review Service
Embrace our bespoke Portfolio Review Service, where our teams analyse your portfolio and project cash flow, recommend strategic transactions, and align your holdings with model portfolios. At Ords, we have the ability to provide statements of advice, removing the administrative work and risk for financial planners.
Model Portfolios
Engage with diverse model portfolios designed to cater to your distinct investment goals. We utilise multiple, unique portfolios that are professionally managed to provide clients with quality stock recommendations, in addition to specialised model portfolios in growth equities and real estate investment trusts. Tailor your portfolio with precision using our comprehensive selection.
International Equities
Explore the realm of international equities with our experienced team, facilitating access to overseas markets and providing a full range of execution and administrative services.
Unique access to Corporate IPOs
Be at the forefront of corporate and capital-raising opportunities, including Initial Public Offerings and Hybrid New Issues.
Simplified Execution, Settlement & Admin
Navigate the challenges in account admin with the help of our team. We make it simple to do business with swift account setup and efficient execution and settlement of transactions, whether you trade via telephone or online.
Partner with Ords
Partner with us and utilise our services to make your life simpler. Your aspirations shape our offerings, and your success becomes our collective triumph.
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.
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Wisetech Global Limited (WTC) – Going forward
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