Led by Ben Hackett and Sam Wales, our team delivers tailored, high-impact financial advice to individuals, families, and business owners seeking long-term wealth creation. We specialise in strategic investment planning, direct asset solutions, and intergenerational wealth management. With deep expertise and a client-first approach, we build enduring partnerships grounded in trust, transparency, and performance. Our clients include some of Australia’s most successful entrepreneurs, professionals, and primary producers. We are committed to helping you secure your financial future with clarity, confidence, and control.
A collective approach
Benjamin Hackett
Private Wealth Adviser
Sydney
Sam Wales
Private Wealth Adviser
Sydney
About the team
Ben Hackett and Sam Wales bring over a decade of combined experience in strategic financial advice and investment management. Ben specialises in long-term wealth planning, unlisted investments, and intergenerational strategy, with a practical approach shaped by his work with both urban professionals and rural families. Sam focuses on direct investment strategies, portfolio construction, and income generation through listed markets and options. Together, we deliver tailored solutions that help clients grow, protect, and transfer wealth. Our passion lies in building enduring relationships and empowering clients to make confident financial decisions at every stage of life.
Areas of Expertise
Together we deliver independent, strategic advice to protect and grow wealth across generations. With deep expertise, personal accountability, and a client-first mindset, we provide tailored investment solutions that align with your values, optimise outcomes, and empower long-term financial confidence.
- Strategic Wealth Planning – Long-term financial strategies tailored to individual goals and life stages
- Direct Investment Advice – Specialised in ASX-listed securities, portfolio construction, and yield focused strategies
- Unlisted & Private Market Access – Origination and management of exclusive investment opportunities
- Intergenerational Wealth Transfer – Navigating family dynamics and succession planning across generations
- Superannuation & Retirement Strategy – Maximising tax-free income streams and estate planning
- Options & Risk Management – Income generation and portfolio protection using covered call and hedging strategies
Our Values
Office
Sydney
Grosvenor Place
Level 18, 225 George St
Sydney NSW 2000
(02) 8216 6300
sydney@ords.com.au
Map
Testimonials
I have been a client of Ben Hackett and Sam Wales for just over two years after having transferred all my family’s accounts from a competitor firm that could no longer meet my ETO trading needs. My first practical experience of the high level of professionalism and expertise of Ben and Sam was the seamless transition from my old firm that was managed by them. Whilst you may think that’s to be expected to win over a new client, I can attest that since then, nothing has changed with that level of service. I find Ben and Sam are good listeners, resourceful and knowledgeable. Most importantly in the current volatile environment, they are responsive to my needs.
Chris Thiris
Quality Advice for Now and the Future
At Ord Minnett, we know that every individual’s journey is different, that’s why we tailor advice and investment solutions to our clients unique needs. We do this with utmost care as it is both our duty and privilege to put our clients interests first.
Our advisers have the experience to navigate the complexities of financial markets. Investment vehicles and economic trends, so they can tailor a strategy unique to you.
Our advisers have the experience to navigate the complexities of financial markets. Investment vehicles and economic trends, so they can tailor a strategy unique to you.
Team of Qualified Experts
Ords advisers are licensed professionals who are specialist in their field
Deep Research and Knowledge
Our Research Analysts continually survey local and global investment opportunities
Clarity and Certainty
Our advisers have an ethical and legal responsibility to act in our client's best interests
Tailored Solutions
We delve deep to discover our client's needs and tailor solutions to them
Partners who listen, then act
We take time to understand our clients’ needs, then advise
Access to opportunities
We offer clients access to pre-market and wholesale investment opportunities
Start a
Conversation
Whether it’s the first time you’ve sought advice, or you're looking for a fresh perspective, our advisers will help you gain clarity, confidence and opportunity.
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