Welcome to Australia
THE ORD MINNETT VISA INVESTMENT SERVICE
"Ord Minnett is where Investor Visa applicants belong.
We are Investor Visa (IV) and Significant Investor Specialists (SIV), highly respected and well regarded as Investor Visa leaders in providing excellent support during the IV and SIV application process and a great SIV investment experience.
When you get the right advice, it makes all the difference."
Investor Visa and Significant Investor Visas
The Investor Visa (IV) and Significant Investor Visa (SIV) are five-year pathways to permanent residency for entrepreneurial and high net worth individuals willing to make substantial complying investments in areas of the Australian economy that will drive innovation and the commercialisation of Australian ideas.
Australia’s family friendly quality of life, safe environment, our well-developed education, and public health system make it one of the great places in the world to live.
Our stable and resilient economy, our stable political environment, good governance, and transparent regulatory framework make it a very attractive investment destination. Australia is widely regarded as a safe haven for foreign investments.
Over the last 30 years, Australia’s economic growth rate has averaged 3.2 per cent, which is higher than every other major developed economy in the world. Australia’s global trade links is a major factor in our success. The Asia region is ultra-fast growing, and Australia’s network of 14 free trade agreements across Asia and the Pacific have helped agile Australian businesses rapid expansion.
"Australia’s family friendly quality of life, safe environment, our well-developed education, and public health system make it one of the great places in the world to live."
Ord Minnett's IV & SIV Investment Service
Ord Minnett's SIV Investment Review Service
The Ord Minnett (Ords) Investment Visa Service has been the major provider of both IV and SIV advice since the SIV visa category started in November 2012.
The Ord Minnett (Ords) Investment Visa Service also offers a comprehensive SIV Investment Review Service. We have helped many SIV holders move their SIV investments from poor quality SIV investment products with expensive fee structures, into cost efficient, safe and compliant SIV portfolios.
Our team of Investment Specialists help IV and SIV applicants to establish and maintain compliant and safe SIV investment solutions.
Ord’s Investor Visa and Significant Investor Visa solutions are transparent, flexible and tailored to investor's personal risk profile.
Ord Minnett provides investment solutions for all categories that qualify for the AUD$2.5M Investor Visa and the AUD$5 million Significant Investor Visa, being:
- Venture Capital and Growth Private Equity Funds (VCPE)
- Emerging Companies
- All IV and SIV balancing investment options
Investments are administered through an Investor Directed Portfolio Service (IDPS) which is regulated by the Australian Securities and Investment Commission (ASIC), as permitted under Significant Investor Visa and Premium Investor Visa legislation.
Our Visa Investor Services
The Ord Minnett Investor Visa Service provides financial advice and investment solutions for all categories that qualify for the AUD$2.5M 188b Investor Visa (IV) and the AUD$5 million 188c Significant Investor Visa (SIV), being:
* Venture Capital and Growth Private Equity Funds (VCPE)
* Emerging Companies
* All Balancing investment options
IV and SIV Complying Investment Framework
Why Ord Minnett's IV & SIV Investment Service?
Compliance with the Australian Government’s strict investment criteria is the major issue that concerns IV & SIV applicants. The ongoing compliance with the Mandated SIV Investment Framework is our foremost priority.
Building a bespoke SIV portfolio is the first part of the four-part compliance journey that will last the lifetime of your SIV Investments.
- Each Manager we work with has multiple in-house checks to confirm their compliance with SIV regulations as defined in the Migration Act 1958 and Migration Regulations 1994.
The Ord Minnett Research Team conduct an in-depth investment and compliance analysis of all Managed Funds before adding them to our IV & SIV Approved Product List.
- Each manager has undertaken the mandate to continually review their compliance and confirm this compliance to Ord Minnett on a methodical basis.
- The Ord Minnett Team both corresponds and meets with each Fund Manager, regularly to review and validate both compliance and investment mandates. This process continues right up until you receive your Australian Permanent Residency.
‘Compliance is fundamental to the way in which we conduct our business.’
Post 1 July 2021
Ord Minnett is a leading Australian investment advisory firm with a history dating over 150 years. Services include full-service stockbroking, financial planning, estate planning, portfolio services and qualifying investments for investment immigration. With offices in Australia and one in Hong Kong, over 580 staff and A$59b plus in funds under advice, Ord Minnett is Australia’s trusted name in building wealth for generations.
The Value of Advice
Our corporate values are reflected in everything we do. Establishing and building long-term relationships with our private wealth clients are based on trust that is earned and rewarded with prudent, honest investment advice and successful financial returns. These beliefs underpin our reputation for excellence.
Ord Minnett's team of experienced and bi-lingual advisers can help you with your SIV and wealth management needs.
The major differences between Ord Minnett IV & SIV and other SIV investment providers is that the underlying investment funds we recommend are the best of breed in each investment category. They have a long-proven track records and enable our SIV investors to invest alongside the smart money of sophisticated, professional and institutional investors. Most of our competitors set up unregistered managed funds to exploit applicants who simply want a visa or use a set and forget cookie cutter approach.We advise clients to use the best of breed registered and regulated managed funds. Best of breed is of course a slang term derived from Pedigree Dog shows. In investment terms it refers to Fund Managers that are the best in their own categories, whether that be Private Equity, Emerging Companies, Commercial Property, Fixed Interest or Large Cap Australian Equities.
Over time investment markets and Investor Visa (IV and SIV) legislation will go through many changes. Our advice will keep up with change to ensure you are appropriately invested to help protect your capital and investment performance.
The expertise of our IV & SIV Investment Team make Ord Minnett the ideal partner to assist with your move to Australia.
In addition to managing your IV or SIV investments, Ord Minnett can provide a complete wealth management service. Our research capabilities, and investment insights, will help guide you to build and protect your family’s wealth for generations to come.
Ord Minnett has in-excess of AUD$59 billion in funds under advice. Ord Minnett’s research agreement with J.P. Morgan continues to ensure our clients benefit from access to J.P. Morgan’s Australian capital raisings in the form of Initial Public Offerings (IPOs), placements and other corporate originations.
Ord Minnett provides astute investors with a full suite of private wealth investment services and tailored financial solutions. Our professional team of Advisers ensures our clients are offered specialist stockbroking and financial planning advice, share market insights and bespoke investment solutions.
Ord Minnett leads the IV & SIV market in providing a fee structure that is simple, transparent, and competitive.
Unlike IV & SIV product manufacturers and some advice firms, with Ord Minnett there are no hidden charges, no performance fees, no switching fees or exit fees.
For your IV & SIV portfolio, we do charge an ongoing advice fee on top of the wholesale fee charged by each the fund manager that we recommend. Our Ongoing advice fee provides you with:
- Access to a state-of-the-art Investor Directed Portfolio Service with 24/7 internet access, and the reporting required by the Australian Government.
- Access and advice on market-leading wholesale fund managers and products not available to retail investors,
- Ongoing compliance monitoring of your SIV portfolio,
- Quarterly reports that will include both general market commentary and commentary specific to your own portfolio.
- An agreed schedule of portfolio asset allocation and investment thematic reviews.
Ord Minnett Financial Advisers are registered with ASIC. Under our Financial Advisers' Code of Ethics, Ord Minnett Advisers act with integrity, and in the best interest of each, and every client.
As an Ord Minnett SIV client, you will have access to comprehensive and transparent 24/7 online reporting. The Investor Directed Portfolio Service (IDPS) platform provides you with secure access to allow efficient tracking and management of your investments.
We provide all clients with Quarterly and Annual Reports and statements are also available on request. All clients also have online access to their portfolio daily and can source a range of reports and resources.
The Ord Minnett SIV Investment Service offers a complimentary ‘Concierge Service’ and will be pleased to introduce you to our network of trusted professional service providers.
This panel of professional advisers ranging from International and Australian Tax Advisers, Australian Accounts, Real Estate professionals (including Buyers Advocates and Mortgage Brokers), Immigration Lawyers and Agents, Education Consultants, Healthcare and Insurance Advisers, Logistics / Relocation Specialists and even Prestige Car Dealers.
Whatever your need we should be able to point you in the right direction and help make you transition to Australia as seamless as possible.
Ords expertise as a leading Australian brokerage firm, can greatly assist the entrepreneur when planning their Australia business activities. We offer a number of services to facilitate these ventures including equity and debt raising, initial public offering on Australian Securities Exchange (ASX), M&A, and corporate structural advice. We are also happy to introduce you to various Australian government departments for industrial and commercial development.
meet the team
SIV Specialist Advisers
Brett Morris Waller - Managing Director SIV Investment Service
After a career spanning over 25 years with one of Australia’s big four banks, Brett moved to Asia joining ipac Singapore as a Senior Vice President in August 2005. Brett spent 8 years in Singapore and Hong Kong providing high level financial planning, strategy, risk, superannuation, CPF (Singapore), MPF (HK) and investment advice to expatriates based in Singapore, Hong Kong and the Asian region.
In Singapore Brett was and still is an active member of Keppel Golf Club and the Singapore Cricket Club. Brett also enjoyed a media presence whilst in Singapore and was frequently interviewed by both local and international media on various topics pertaining to financial planning and wealth management. Brett also ran popular “Migrate to Australia” seminars, contributed to lifestyle and trade publications such as Asian Golf Monthly and the Asian Financial Planning Journal.
Joined Ord Minnett in 2012 and established the SIV Ord Minnett Investment Service. Licensed to provide advice in both Australia and Hong Kong.
Areas of Expertise
Investment Adviser to High Net Worth families from across the world, assisting them to grow and protect their wealth by diversifying their investments into developed well-regulated markets.
Industry leading expert for Australia’s Significant Investor Visa (SIV), offering:
- Access to compliant SIV Investment Solutions.
- Diversified Investment approach to suit client’s risk profile and circumstances.
- Safe investments with the protection of capital being of paramount importance.
- Research driven, proactively managed investment process (rather than set and forget).
- Flexible and liquid: Ability to redeem and move between asset classes and investments when appropriate.
- Competitive fee structure and no exit fees.
- SAFE Investment Portfolios. Independent from product issuers.
The Ord Minnett SIV Investment Service is a major provider of SIV Investment advice and has been since the visa category started in 2012. We launched our new SIV2 compliant portfolios (post 1 July 2015 SIV CI framework) on the 1st of July 2015. These portfolios include the required investment into Venture Capital / Private Equity, Emerging Companies and Balancing Investments.
As required by Australian regulations, all SIV related investment advice and investments will be made under Ord Minnett's Australian Financial Services Licence (AFSL).
Luke Headland - Director SIV Investment Service
Luke is a leading investment expert in the Australian Significant Investor Visa (SIV). Providing SIV applicants with tailored investment advice and access to a wide range of SIV complying investments. Experienced qualified financial adviser and stockbroker with over 17 years service with Ord Minnett. Long track records of assisting High Net Worth individuals and the families grow and protect their wealth.
Considered a key stakeholder by the Department of Home Affairs, Austrade and State Governments. He is regularly asked to participate in reviews and consolations by these Government departments as a highly regarded SIV expert.
Area of Expertise
With on over 18 years experience in financial advice and stockbroking, Luke has been assisting SIV applicants with tailored SIV investment portfolios since the launch of the visa category in 2012. As a specialist SIV financial adviser, Luke constructs SIV complying portfolios for clients drawing on the wide range of investments available through Ord Minnett's platforms. Providing clients with "best of breed" SIV portfolios to ensure the best possible funds are selected for each asset class and adequately diversified over several funds from different fund mangers. Delivering superior portfolio performance, risk mitigation and cost efficiencies. Effective management of SIV portfolios, allowing investment switches within the portfolio to take advantage of investment opportunities as they arise and reduce risks. Ongoing compliance regime in place as a second layer of defence to mitigate any risks to the visa regulations Luke provides clients with access to investment opportunities outside of the SIV complying investment portfolio. This is generally in the form of direct investment in to Australian and international shares, property REITs, listed fixed interest. Exclusive access to unique opportunities such as IPO's and capital raisings at discount to market prices. Luke's commitment to high level of customer service ensures clients benefit from Ord Minnett's active analysis of market trends and the impact these have on their portfolios.
Michelle Zhao - SIV Chinese Relationship Manager
Michelle is an experienced Investments, Securities and Derivatives Trading Adviser. Michelle has also managed the APAC China desk for a large Australian broking firm. Ord Minnett clients benefit from Michelle’s experience and skills honed as a department head for a consortium of bioscience, biotech, corporate advisory, and investment banking companies. A native Mandarin speaker, Michelle is also speaks, Cantonese, Shanghainese, Japanese and English. Michelle has worked extensively with venture capitalists, family offices, institutional investors and has helped many HNW and UHNW Chinese families with their investments. Michelle joined the Ord Minnett SIV Team as Relationship Manager in 2021.
Email: [email protected]
proud heritage & history
Ord Minnett (Ords) is a leading Australian wealth management group, incorporating full-service stockbroking, financial planning, funds management and portfolio services. Founded in 1951 by Charles Ord and Jack Minnett, after meeting in the Australian Imperial Force during the Second World War, Ords has grown via strategic mergers and acquisitions of Australian financial firms with corporate origins dating back to 1872. Focused on service excellence, Ord Minnett is a highly respected name in the Australian investment landscape.
SIV Client Testimonials
I met with several Significant Investor Visa firms before making a decision. From the start Ord Minnett impressed me with their professional approach and knowledge of the SIV system. The advice and personalised service received from Brett and Luke is amazing. Their communication is great and any queries or questions I ask are answered promptly. I have no hesitation in recommending their services with complete confidence and trust.
Being new to Australia, we did not know the Australian market, and were very worried about where to invest our $5M. The Ord Minnett team did not sell us an SIV fund but built a compliant SIV portfolio that suited our needs. Over the past few year the portfolio has worked very well, and We are very comfortable having Ord Minnett look after our portfolio. Our SIV Relationship Manager, Cecilia Ren’s has shown professionalism and knowledge while helping us along the way. It has been a very pleasant journey with Ord Minnett.
I met Brett Waller and Luke Headland in April 2016 when I was considering migrating to Australia. I needed advice on a portfolio of investments I was required to acquire for visa purposes. They provided a simple, clear and transparent solution with reputable funds they had clearly and comprehensively completed their due diligence, and knew the funds well. They were then extremely helpful during the process of transferring the funds and acquiring the investments in a seamless manner.
The two most difficult areas I was required to invest in were Australian small companies and Australian private equity. I followed Luke and Brett’s recommendations and from subsequently spending time working in funds management in Australia (I moved to Australia in 2018) I have since realised that the reputation and ranking of the funds recommended was exceptional. The performance has thus far been highly pleasing as well !
Luke and Brett provide regular feedback on my portfolio and have provided me with additional recommendations as time has progressed. This has included excellent timing advice on realising a real estate fund at a very opportune time.
Luke and Brett are profession financial advisers who can be trusted and relied upon.
When I was first choosing the $5 million investment method I was physically in China, making choice could be described as blind. After coming to Australia and lived here for 1 year, I met with Luke and Brett’s team. They learned my investment purpose and principle, tailored my needs and combined with their professional judgment for my investment portfolio. Within the scope of permission, they will help me to alter my portfolio, and each year they will communicate on the suggested changes to make They have always be able to make adequate changes based on the financial markets and their best advice based on my investment needs. During my investment period with the team, I have recognised their professionalism and customer-oriented attitude, and I am confident to entrust investment to them.
Brett and the Ord Minnett team deliver a truly professional Significant Investor Visa Service. They offered me great personalised investment advice, which suits me well. They always put my interests first and helped all the way through to my application for Australian Permanent Residency. I would happily recommend them.
Get in Touch
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