Welcome to Minc Wealth Management

Minc Wealth Management was established to provide customised investment solutions for serious investors. Outsourcing wealth and risk management does not mean relinquishing control, but rather relinquishing the burdens of investment and administrative complexities to experienced professionals who have greater access to information and research. This gives you more time to concentrate on your other interests.

Our main focus is on providing investment portfolio management services including execution for wholesale investors.

About Us

Minc Wealth Management is an authorised representative of Minc Financial Services Pty Ltd, which is a part of the Minc Financial Services group of companies.  The Minc Financial Services group holds a minority ownership stake in Minc Wealth Management.  Minc Wealth Management's obligations are not guaranteed by the Minc Financial Services group of companies in any way.

The three key directors and executives, Mark Morris (a director and shareholder of Minc Financial Services Holdings Pty Limited), Ben Hughes and John Aldersley participate by direct or indirect equity ownership of Minc Wealth Management, ensuring a strong commitment incentive and alignment of interests. 

As their investment profiles in the Minc Managed Accounts Booklet Part B indicate, Ben and John share many similarities in their investment approaches, so they are able to combine their talents in a collegiate way when constructing and managing portfolios, for greater efficiency.

Minc Financial Services group personnel are responsible for providing a range of services to Minc Wealth Management, including general office services, business accounting, information technology and compliance. This avoids the common problem facing boutique investment professionals of becoming diverted from their core investment activities by needing to also manage routine compliance and general business related activities.