Ortus Private is the specialist private banking finance division of Ortus Financial – delivering discreet, highly personalised finance broking and advisory solutions for C-suite executives, high-net-worth individuals, family offices, and their advisors.
Why High-Net-Worth Clients Choose Ortus Private
Your wealth creates complexities that most firms cannot handle. Multi-entity structures, foreign income, and generational succession require genuine institutional capability. As trusted debt advisors, our team’s pedigree and senior relationships deliver strategic, discreet outcomes.
Decades of private and corporate banking experience.
Our team has structured hundreds of complex transactions for family offices, UHNW individuals, and sophisticated borrowers across Australia. Whether it involves bare trusts, corporate borrowing entities, foreign income or simply lumpy cashflows, we facilitate lending arrangements that maximise tax efficiency and preserve asset protection, without compromising borrowing capacity.
Leverage exclusive bank lending policies, allowing us to deliver outcomes others can’t.
Our market reputation and proven track record of consistent outcomes have afforded us exclusive access to bank policies specifically designed to cater for high net worth borrowers. When traditional borrowing capacity metrics won’t do, we can structure lending outcomes based on the liquid assets held across your investment portfolios, allowing access to capital when you need it most.
Discreet and aware of the specific requirements of high-net-worth borrowers.
Your transactions, structures, and financial arrangements remain private.
Every conversation is confidential. Every document is secured. Every detail is protected. We do not advertise client relationships. We protect them.
Always accessible, always accountable.
We work to your clock, not ours. We appreciate and empathise with the demands placed on your world, and always accommodate the specific needs of your situation. We do what we say, and deliver on time, every time.
Long-term partnership mindset.
Working closely with your advisors, we consider your entire balance sheet, your future plans, and your multi-generational goals. Every lending outcome we deliver is designed to serve you for decades, not just to close the transaction.
Our Process
How We Structure High-Net-Worth Solutions
Structuring finance for high-net-worth clients requires precision, discretion, and institutional expertise. Our process is designed to understand your complete financial position, design optimal structures, and execute with absolute professionalism.
Who We Work With
High-Net-Worth Clients We Serve
Ortus Private was built for clients whose financial complexity exceeds the capabilities of retail banking. We work with UHNW individuals, family offices, successful entrepreneurs, and their trusted advisors who require genuine private banking access and advisory-led service.
High-Net-Worth Individuals
We navigate complex wealth structures and secure private-bank outcomes unavailable through standard channels. Our discreet, personalised approach ensures lending supports long-term wealth with minimal friction.
Successful Entrepreneurs & Business Owners
We streamline personal and business lending for those with non-standard income or liquidity events. Our banking expertise delivers flexible solutions so you can focus on growth.
Commercial Property Investors
We optimise lending across residential and commercial portfolios to unlock equity and capacity. Our broad lender access secures competitive terms for acquisition and diversification.
Family Offices
We provide confidential, long-term lending partnerships designed for multi-entity and intergenerational needs. From equity releases to complex structures, we finance capital strategically and efficiently.
Ex-Patriates & International Clients
We specialise in lending for expats and offshore clients, recognising foreign income and tax settings. Our team manages complexity end-to-end to deliver smooth, competitive approvals.
Trusted Advisors & Professional Networks
We work closely with accountants, lawyers and wealth advisers to complement broader strategies. With deep private-bank experience, we deliver clarity, speed and consistently strong outcomes.
Our Achievements
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