Our Philosophy

Every decision is made for our clients’ benefit – not ours. Koda clients can feel confident their wealth is preserved, and they have access to every opportunity for growth.

Core beliefs

Specialists in wealth

We focus on creating and preserving wealth for private clients and not-for-profits. Our disciplined approach is underpinned by leading research and capabilities to optimise returns and outcomes.

Genuine independence

We have led the profession by putting client interests first. Because we have no product conflict, we can source the right solution for your goals and access every potential opportunity for better returns.

A wealth of experience

Koda’s distinctive model and culture attracts Australia’s best advisers, some of the industry’s most experienced wealth professionals. Our outstanding client service is both responsive and accessible.

Putting clients first

We treat your wealth with the respect it deserves. As advisers, we value the strength of our client relationships and the outcomes we create – not an ability to distribute investment products.

Our commitment to transparency

The only elephant in our rooms

In every Koda meeting room, you’ll find a small elephant figurine. For us, it’s a visual reminder to lean into the hard but important conversations – making it the only elephant in the room.

This is our commitment to you:

  • We will always address the big issues, even when they may feel uncomfortable.
  • We will be absolutely transparent, sharing our wisdom and insights with courage.

Read more about Koda’s independence and Commitment to Clients.

Award winning advice

9 Koda Advisers in Australia’s Top 100

26 Jun 2020

Today US financial investment publication Barron’s, in partnership with The Australian’s business magazine The Deal, released their rankings of Australia’s Top 100 Financial Advisers. The rankings are based on an exhaustive national survey. This list offers clients and advisers a unique guide to the leading practitioners in the sector. The formula used to calculate the ranking...

Koda Wins Prestigious Euromoney Awards

06 Feb 2019

Euromoney today released the 2019 Private Banking and Wealth Management Survey results. Koda Capital debuted in the survey results and was ranked #1 in Philanthropic Advice as well as #1 in Succession Planning Advice and Trusts. Euromoney surveyed private banks and wealth managers across Australia to identify the firms that they consider to be their...

Koda Capital Receives ‘Best Investor Supporting Australian Managers’ Award

13 Sep 2018

At the 2018 Hedge Funds Rock event Koda was recognised as the ‘Best Investor Supporting Australian Managers’. This award was given “in recognition of Koda’s pursuit of finding, researching and supporting good alternative investment managers for clients and undertaking a program of investor education through its adviser network” and was presented to Head of Research...

Koda Named Australia’s Best Private Wealth Manager

19 Aug 2016

“In a relatively short period of time, Koda Capital has earned a reputation for providing holistic, strategic client-centric advice to sophisticated, high net worth individuals and families. Koda is an excellent choice for any investor seeking truly independent and thoughtful financial advice.” Koda Capital has been named Australia’s Best Private Wealth Manager by leading national business...