Wealth Management

A Proud Heritage of Excellence

Offering investors a full suite of private wealth investment and management services

Build Wealth. Manage Wealth. Protect Wealth

What we do

Building Wealth for Generations

Today's investor faces many choices as to where to invest their money. Examples include ordinary shares, bonds, hybrid securities, exchange traded funds, property and term deposits. Investors must also decide on how to best employ superannuation and whether to consider using leverage and derivatives.

These are just a few of the wide variety of investment choices available to you. It's hard to know where to start, and of course there is the risk of making poor investment decisions if you are not properly informed.

Ord Minnett has been advising private investors on making investment decisions for more than 150 years. During this time we have refined an approach to investing that provides investors with a solid foundation on which to build, manage and protect wealth.

Discover Private Wealth Management


Access to Australian & International Equities

Financial Planning

Tailored advice & planning solutions to help clients achieve goals

Portfolio Construction

Robust portfolio construction begins with sound asset allocation

Superannuation & SMSF

Optimising superannuation to meet retirement goals

Estate Planning

Ensuring assets are passed and managed accordingly

"Through prudent investment advice and market analysis, Ord Minnett has been building the wealth of investors for generations."

Proud Heritage

Founded by Charles Ord and Jack Minnett in 1951, Ords has a proud history with corporate origins dating back to 1872.

Funds Under Advice

Ords has over AUD$58.4 billion in total Funds under Advice (FUA) and AUD$884.5 million in Funds under Management (FUM) as of 30 September 2023.

Service Excellence

Ords' clients benefit from full-service stockbroking, financial planning, portfolio services and access to unique investment offerings.

Get in Touch

Start a Conversation with an Ord Minnett Adviser today.

'Building Wealth for Generations'

150 years +

Proud History & Heritage