Ord Minnett Newcastle | Wealth Mangement, Stockbroking & Financial Planning

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3 Bowen Cres, Melbourne, VIC 3004, Australia
Detailed Information

Ord Minnett Newcastle is a leading Australian wealth management group with a proud heritage dating back to 1872. specialising in full-service stockbroking, financial planning, funds management, and portfolio services, Ord Minnett is dedicated to building wealth for generations. With a team of over 270 Private Client Advisers and a commitment to service excellence, Ord Minnett offers tailored investment strategies designed to help clients achieve their financial goals and secure their financial future.

Founded by Charles Ord and Jack Minnett in 1951, Ord Minnett has over AUD$58.4 billion in total Funds under Advice and AUD$884.5 million in Funds under Management. The business prides itself on integrity, excellence, and high-quality advice, focusing on delivering unique investment opportunities to clients. With a team of experienced advisers and access to specialist corporate finance, fixed interest, and research teams, Ord Minnett is well-placed to provide tailored wealth solutions to help clients achieve their financial aspirations.

Ord Minnett’s recent acquisitions, including E.L. & C. Baillieu, have further strengthened its position as one of Australia’s largest independent private wealth firms. With a dedicated team of professionals, a consultative approach to financial planning, and a commitment to client satisfaction, Ord Minnett Newcastle continues to uphold its traditions of excellence and service, offering clients a personalized and strategic wealth management experience.