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Ord Minnett - Private Wealth Management group

Ord Minnett is Australia’s leading Private Wealth Management group. With a history spanning over 140 years, they are the best known, most trusted and highly respected name in the Australian financial services industry.

Migration Alliance is committed to servicing the needs of its members and is pleased to announce an alliance with iconic Australian Wealth management Firm Ord Minnett.

Migration Alliance members and their Significant Investor Visa clients can now access from Ord Minnett a free consultation and advice on investments that comply with the new visa requirements.

Ord Minnett, Private Wealth Managers Brett Waller and Luke Headland describe the Ord Minnett SIV investment solution as being the most compelling offer on the market. “At Ord Minnett we pride ourselves on providing high quality independent and transparent advice at a competitive price”.

“We look forward to developing a successful working relationship with Migration Alliance and adding value to the immigration consulting services of its members”.

About the Ord Minnett SIV Offering.

For clients planning to apply for this visa we can provide free consultation and advice on investments that comply with the new visa requirements including:

 

  • Commonwealth, State and territory government bonds
  • Australian Securities and Investment (ASIC) regulated- managed funds with the required mandate for investing in Australia.
  • Portfolio construction based on the visa applicants specific risk profile and the required specific re-investment advice
  • Access to all the allowed categories including, cash in Australian institutions, Fixed Interest, Bonds, Real Estate and Australian Equities.
  • Switching between complying investments.
  • Each client will receive a statement of advice, detailing investments to support their visa application

 

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