Private Wealth Advisory Team

Sydney
Benjamin Hackett
Sam Wales

A collective approach

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.

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

Building wealth for generations

Ord Minnett is an Australian owned advice and investment services firm. We offer financial advice and investment management for individuals, families, businesses and organisations, enabling them to protect and grow their wealth.

Office

Sydney
Grosvenor Place Level 18, 225 George St Sydney NSW 2000
(02) 8216 6300
sydney@ords.com.au

Map

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.

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

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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.