Building Wealth for Generations
At Ord Minnett, we take pride in our rich history, which dates back to 1872. Our story began when TJ Thompson & Sons, one of our founding firms, held a seat on the Sydney Stock Exchange. Today, we are a leading Australian wealth management group, offering a full range of services to help our clients build their wealth.
Our Services
Our private wealth services are designed to help individuals and families achieve their financial goals. Our experienced advisers provide personalized financial planning, portfolio construction, and wealth management services to help our clients grow, manage, and protect their wealth. We also offer specialized services, including significant investor visa (SIV) services, deceased estate services, and philanthropy.
For our corporate clients, we offer a range of services, including corporate finance, institutional broking, and intermediary services. Our expert teams provide tailored solutions to help our clients achieve their business objectives.
Our Expertise
With over 150 years of experience, our team of experts has developed a deep understanding of the Australian investment landscape. Our research team provides in-depth analysis and insights, helping our clients make informed investment decisions. Our portfolio administration services are tailored to individual investor requirements, and our margin lending services provide clients with flexible financing options.
Our Commitment
At Ord Minnett, we are committed to building long-term relationships with our clients. We believe in providing exceptional service, superior investment performance, and expert advice to help our clients achieve their financial goals. Our motto, "Building Wealth for Generations, " reflects our commitment to helping our clients build a secure financial future.
Giving Back
We are proud of our history of giving back to the community. Our team is actively involved in various philanthropic initiatives, and we are committed to making a positive impact on the communities we serve.
Careers
If you are passionate about building a career in the financial services industry, we invite you to explore our career opportunities. We offer a dynamic work environment, opportunities for professional growth, and a commitment to excellence.
Resources
We believe in empowering our clients with knowledge and insights. Our resource center provides access to market insights, commentary, and interviews with industry leaders and influencers.
Financial Services Firm: Mixed Reviews
The financial services firm, Ord Minnett, has received a range of reviews from customers, both positive and negative. Some reviewers have had strong positive experiences, while others have been critical of the firm's services.
Positive Reviews
Several reviewers have praised Ord Minnett for providing solid investment advice and good market insights. One reviewer, Jim Loz, gave the firm 5 stars and stated that they enjoyed reading Ords Monthly, which provided solid insights and a good overview of the markets. Another reviewer, Sven Larger, gave the firm 5 stars and said they had the best experience they'd had from any financial services firm, with good quality and service. Donald Denoon and Ann Evans also gave the firm 5 stars, praising the helpful, conscientious, and proactive staff.
Negative Reviews
However, not all reviewers have had positive experiences. Allan Ritchie and Adam gave the firm 1 star, with Ritchie claiming that the firm's advice led to him losing his life savings. Adam was critical of the firm's stock advice, stating that it was not unique and that any average investor could achieve similar results by doing their own research.
One Client's Experience
Gemma C. gave the firm 4 stars and shared her positive experience with Ord Minnett. She started buying shares while studying at university and found the experience to be very rewarding. She praised the firm's knowledgeable staff and regular updates on the market.
Be the first to review Ord Minnett.
Write a Review
