Strategic partnerships Opportunity to upsell governance, risk and compliance services leveraging Ord Minnett’s recent partnerships with regional networks and established institutions, targeting cross-sell of advisory and wealth-management solutions to partner networks and their clients.

Wealth tech leverage Target promotions around digital tooling and data capabilities by highlighting their tech stack (AWS, SQL, analytics like Piwik PRO) to offer enhanced client reporting, digital onboarding, and robo-advisory integrations to improve efficiency and client experience.

Institutional expansion Capitalize on their hiring of institutional research leadership and expansion into institutional sales by offering research outsourcing, analytics platforms, or specialized market intelligence to support their growing institutional client base.

Sustainable investment Engage with their history of energy-sector investments (e.g., RedEarth Energy Storage) to present sustainable and impact-focused investment products, ESG advisory services, and renewables-focused portfolios to attract like-minded clients.

Regional growth Leverage their regional network footprint and recent WA women-focused partnership to propose tailored regional advisory models, community-focused financial planning, and SME wealth services to expand client acquisition in under-served markets.