Minchin Moore

What Minchin Moore does

Minchin Moore is an independent, 100% employee-owned financial advisory firm founded in 2010 (originally as Minchin Private Wealth; renamed Minchin Moore in 2011 after merging with Peter Williams' longstanding advice practice) and headquartered in Mosman, Sydney. The firm delivers holistic financial planning, evidence-based investment advice, and institutional-grade bespoke portfolio management through individually managed accounts, supported by specialist verticals spanning SMSF advisory, estate planning, aged care, women-after-divorce, rural wealth, family office/UHNW services, and not-for-profit/endowment advisory. It serves affluent individuals, families, charitable foundations, and mission-based institutions across 7 Australian offices with a 60-person team and $5.6bn in funds under advice covering approximately 1,250 private clients.

The firm operates a fee-for-service, partnership-style advisory model with no products to sell, ensuring conflict-free advice, and offers quote-based bespoke engagement terms publicly disclosed only at general levels; it does not develop proprietary technology, relying instead on external financial planning and portfolio management software under the leadership of CTO Adrian Sobotta (formerly of advice software vendor Midwinter). Regulatory standing is anchored by ASIC-issued Australian Financial Services Licence 480194 and ABN 61 144 950 792.

Growth has been executed principally through a programmatic merger-and-acquisition strategy: since 2016 the firm has absorbed six boutique advice practices (Perkins Portfolio Management, Twelve Wealth, Professional Wealth, Wealth Foundations, Brand Financial, Edney Ryan Wealth Management), expanding geographic reach (Melbourne 2022, Brisbane 2024) and specialist capabilities while preserving the acquired firms' brands and lead advisers as partners. Managing Partner Mark Minchin has been ranked in the Barron's Australia Top Financial Advisers survey every year from its inception in 2017 through 2023, and the firm is wholly owned by its Partners, with a defined apprenticeship pathway to partnership and no external institutional shareholders.

Name

Minchin Moore

Legal name

Minchin Moore

Website

https://minchinmoore.com.au

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

51–100 employees

Short description

Minchin Moore is an independent, employee-owned Australian financial advisory firm (founded 2010) providing holistic financial planning, evidence-based investment advice, and bespoke portfolio management to affluent individuals, families, charitable foundations, and UHNW family offices across 7 offices with $5.6bn funds under advice.

Ownership category

akta.pro rank

Product category

Financial Advisory & Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industries

Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Private Banking & UHNW Wealth Advisory (FSAEABAC), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Financial advisory services
• Wealth management services
• Investment management advice
• Financial planning services
• Portfolio management advisory

Headquarters

HQ city

Mosman

HQ country

Australia

HQ region

Oceania

Offices8 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory and Planning Services: Minchin Moore generates revenue through fee-for-service financial advisory engagements. The firm provides holistic wealth management services including financial planning, investment advice, and portfolio management for affluent individuals, families, foundations and institutions. Services are tailored to individual client circumstances with ongoing advisory relationships.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Minchin Moore is a fee-for-service financial advisory firm that delivers holistic wealth management to affluent individuals, families, foundations, not-for-profits and family offices. Its core services are Financial Planning (entity structuring, superannuation, insurance, cashflow, estate planning), Investment Advice (evidence-based, personalised investment programs), and Portfolio Management (institutional-grade bespoke mandates via individually managed accounts). Specialist advisory is layered on top, including SMSF, estate planning, aged care, women after divorce, rural wealth, family office/UHNW and not-for-profit advisory.

Product overview

Minchin Moore is an independent, employee-owned financial advisory firm offering a unified suite of wealth management services. The core offering comprises three integrated service lines: Financial Planning (holistic advisory encompassing entity structure, superannuation, insurance, cashflow, and estate planning), Investment Advice (evidence-based, personalized investment programs), and Portfolio Management (institutional-grade bespoke portfolio management through individually managed accounts). These core services are supported by specialist advisory capabilities including SMSF Advisory, Estate Planning, Aged Care Advisory, Women After Divorce Financial Advice, Rural Wealth Advisory, Family Office & UHNW Advisory, and Not-for-Profit & Endowment Advisory. The firm serves affluent individuals, families, foundations, and institutions across multiple office locations in Australia.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Holistic financial planning services tailored to individual goals, values and circumstances, encompassing entity structure, superannuation, insurance, cashflow management, estate planning and legacy strategies. For affluent individuals, families, foundations and institutions.
• Investment Advice Personalised investment programs tailored to each client's circumstances, goals and risk tolerance, supported by evidence-based, systematic investment approaches grounded in academic research.
• Portfolio Management Institutional-grade, bespoke portfolio management services delivered through individually managed portfolio accounts (IMA), with meticulous crafting and maintenance of portfolios considering personal preferences, CGT implications and frictional costs.
• Self-Managed Super Fund (SMSF) Advisory Specialised advice for self-managed super funds, including strategic planning, investment advice and compliance, with SMSF Association specialist accreditations.
• Estate Planning Comprehensive estate planning services addressing testamentary wishes, family dynamics, bequest strategies, and alignment of financial plans with testamentary intentions.
• Aged Care Advisory Financial guidance for individuals navigating aged care, including planning while still independent and understanding the aged care landscape.
• Women After Divorce Financial Advice Specialised financial advice for women working through separation, divorce and financial settlement, including tax complications and rebuilding financial lives.
• Rural Wealth Advisory Strategic financial planning for farmers and graziers, including wealth accumulation, wealth protection, succession planning and farm sale decisions.
• Family Office & UHNW Advisory Comprehensive services for ultra-high-net-worth families and family offices, including governance support, strategic advice, portfolio management, research and due diligence.
• Not-for-Profit & Endowment Advisory Investment and governance advice for charitable foundations, endowments and mission-based institutions.
• Business Owner Advisory Financial advice for business owners navigating key personal and financial milestones, including business sale preparation and legacy planning.

Quantifiable outcome

• Managed $5.6bn in funds under advice for 1,250 private clients across 7 offices

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and minor.

• Edney Ryan Wealth ManagementcoreStrategic or Co-development Partner · 1 April 2026In April 2026, Minchin Moore and Edney Ryan Wealth Management merged, bringing together two high-quality advice businesses. This merger added Kate O'Brien and her team to Minchin Moore, expanding the firm's presence and capabilities. Edney Ryan clients were welcomed to Minchin Moore.
• Brand FinancialcoreStrategic or Co-development Partner · 1 January 2024Brand Financial, led by Justin Brand, merged with Minchin Moore, establishing the firm's Queensland office. Justin Brand became Queensland Regional Manager, responsible for expanding Minchin Moore's presence in Queensland.
• Wealth FoundationsminorStrategic or Co-development Partner · 1 January 2024Wealth Foundations, established by Joanne McKay and partners Andrew Jenkins and John Leske in 2007, merged into Minchin Moore in 2024. Both firms shared core philosophies of client-first focus and evidence-based investment style.
• Professional WealthcoreStrategic or Co-development Partner · 1 May 2022Professional Wealth, founded and led by Dr Doug Turek, merged with Minchin Moore in May 2022. This merger expanded the firm's Melbourne presence and added Doug Turek as Investment Director & Partner. Doug was named a Top Financial Adviser by Barron's for six consecutive years.
• Twelve WealthminorStrategic or Co-development Partner · 1 January 2019Twelve Wealth, founded by Cathryn Gross, merged with Minchin Moore in 2019. Cathryn joined as a Partner and specialises in working with women through financial transitions including separation, divorce and probate.
• Perkins Portfolio ManagementminorStrategic or Co-development Partner · 1 January 2016Perkins Portfolio Management (PPM), established by Charlie Perkins in Orange in 2009, merged with Minchin Moore in 2016. Charlie joined as Principal Adviser & Senior Partner with extensive institutional trading experience from Citigroup Global Markets.

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• JBWere: JBWere is one of Australia's most established private client advisory firms, focused on HNW and UHNW families with bespoke portfolio management and wealth advice. Closely comparable to Minchin Moore in client segment (HNW private clients), service mix (holistic advice + bespoke IMAs), and employee/adviser-led model, though larger in scale.
• Shaw and Partners: Shaw and Partners is an Australian independent wealth advisory and stockbroking firm with a national footprint and HNW private client focus. Comparable to Minchin Moore as an independent, adviser-led firm serving affluent individuals and families with holistic advice, investment management, and portfolio construction services.
• Ord Minnett: Ord Minnett is an Australian private wealth advisory and stockbroking firm serving HNW individuals and families across multiple offices. Comparable to Minchin Moore in target clientele (HNW private clients), bespoke portfolio management, and a partnership/employee ownership model.
• Morgans Financial: Morgans is an Australian full-service stockbroking and wealth advisory group with a national network and HNW private client focus. Comparable to Minchin Moore as an adviser-led firm offering financial planning, investment advice, and portfolio management to affluent individuals, families, and institutions.
• Perpetual Private: Perpetual Private is the wealth management arm of Perpetual Limited, focused on HNW/UHNW clients with bespoke portfolio management, financial planning, and estate services. Comparable to Minchin Moore in client segment, holistic advice model, and bespoke IMA portfolio delivery.
• Godfrey Pembroke: Godfrey Pembroke is an Australian financial advice firm (within the Insignia group) focused on affluent and HNW clients with holistic advice and investment management. Comparable to Minchin Moore in client segment, advice model, and national adviser network.
• WT Financial Group: WT Financial Group is an Australian financial advice licensee and aggregator supporting a national network of financial advisers serving HNW and mass-affluent clients. Comparable to Minchin Moore as an advice-led platform with HNW focus and a model that supports advisers via infrastructure and licensing.

Broad incumbents

• Insignia Financial (IOOF): Insignia Financial is one of Australia's largest wealth management groups, encompassing advice brands (Godfrey Pembroke, Bridges), platform technology, and institutional asset management. Comparable to Minchin Moore at the segment level (HNW advice, portfolio management, platforms) but materially larger and offering overlapping capabilities as part of a broader portfolio.
• AMP Financial Advice: AMP is a large Australian wealth manager and advice provider offering financial planning, investment management, superannuation, and platforms. Comparable to Minchin Moore in client segment and core advice services, but as part of a much broader product-and-platform group rather than an independent boutique.
• Pitcher Partners: Pitcher Partners is an Australian accounting and business advisory group with wealth management and financial planning services serving business owners and HNW families. Comparable to Minchin Moore in target clients (business owners, professionals, HNW families) and holistic advice offerings, though delivered alongside accounting rather than as a standalone advice firm.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/minchin-moore

Revenue estimate

Valuation estimate

Number of profiles

Profiles31 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Minchin Moore