Investors deserve genuinely independent advice – and the better outcomes that come with it. That’s why we have pioneered a distinctively different approach to wealth management.
Structuring + Tax
You’ve worked hard to build your wealth, so it’s important to optimise every aspect of the way it is structured.
Once we understand your requirements and priorities, we can develop a comprehensive strategy covering investment structures, tax and gearing opportunities, succession planning and estate planning.

Investment Strategy
Why be tied to a limited view of your investment opportunities?
As a genuinely independent wealth management firm, we’ll explore every possible opportunity – domestic and global – to grow and protect your wealth.
Expect always-on, active management with Koda – we continually monitor, review and adjust your portfolio to suit your circumstances and market dynamics, and give you peace of mind.

Family Leadership
We keep families united and ensure their legacy is protected for generations to come.
Family wealth can raise complex and sensitive questions. Addressing those upfront can avoid future disputes, and we’ll work closely with your family to embrace common values and goals in a tailored strategy.
We specialise in conflict-free succession planning and estate planning, establishing philanthropic governance, and the seamless transfer and preservation of wealth.

Philanthropy + Social Capital
We are a purpose-led partner.
With our knowledge and networks, we can help you make the best use of your valuable financial resources, so you can make a positive social impact well into the future.
Koda provides independent advice to individuals and families who are passionate about supporting specific causes, as well as charitable foundations. This includes best practice governance, as well as impact investment opportunities which can generate measurable social, environmental and financial returns.

Koda Capital Welcomes Emigrant Partners as a Minority Strategic Investor
12 May 2022
Koda Capital welcomes Emigrant Partners as a minority strategic investor to support the next phase of growth, commitment to partner ownership and independent advice model Koda Capital (“Koda”), a leading independent financial advice firm for high-net-worth clients today announced that Emigrant Partners, the US-based capital and advice partner, will become a strategic minority investor in...
Koda Capital Achieves Top Ten Ranking In AFR’s 2022 Best Places to Work
27 Apr 2022
Today the Australian Financial Review, in partnership with leading Australian innovation consultancy Inventium, published the best places to work across Australia and New Zealand. The assessment behind the rankings was made up of an employee survey and a written submission, with questions relating to policies, practices and programs that exist within each nominated organisation to...
Alternative Assets for Superior Diversification and Returns
11 May 2022
When managing money in a world full of uncertainty, diversification is more important than ever. Alternative assets provide investors access to superior portfolio diversification and lower levels of volatility, which typically increases the likelihood of achieving an investor’s objectives over the long-term. In this paper, we discuss the role alternatives play in portfolios and explore...
Risk Management Guide and Health Check – A guide for not-for-profits and social enterprises
27 Oct 2021
For non-profits, risk management is an ongoing task that delivers impact while reducing exposure to unwanted outcomes. To help manage risks that you may be facing at your organisation, the Risk Management Guide and Health Check , a guide for non-profits and social enterprises, could be helpful. The guide is produced for Koda and its...
Ep 124:
Frank Macindoe – The impact of bond markets on equity valuations
03 Aug 2022 | 26:36 mins
In what has been a challenging quarter for growth companies, fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide an update on the recent performance of the Koda Enduring Equities Portfolio (KEEP), along with his outlook on markets, broad market concerns such as inflation, the risk-free rate, and...
In what has been a challenging quarter for growth companies, fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide an update on the recent performance of the Koda Enduring Equities Portfolio (KEEP), along with his outlook on markets, broad market concerns such as inflation, the risk-free rate, and company valuations.
Frank highlights the rise of 10-year government bond rates and the implications this move has had on equity markets. He also touches on several companies that he currently likes, and why in his view their share prices don’t accurately reflect the future prospects of their businesses. Finally, Frank and David also cover the areas of the market that Frank is currently finding attractive and those that Frank is pro-actively trying to avoid.
Over the twelve months to 31 May 2022, the Koda Enduring Equities Portfolio is down -0.76% compared to the ASX200’s return of 4.84%. Over 10 years though, the reference portfolio has returned 17.42% p.a. compared to the ASX200’s return of 10.36% p.a.
Soundcloud | Apple music | Spotify | Livewire | Inside the Rope
Ep 121:
Mark Landau – Absolute returns throughout the cycle
22 Jun 2022 | 38:51 mins
Mark joins David to discuss his career and as well as the origins of L1 Capital that he founded in 2007 alongside Raphael (Rafi) Lamm. Since starting L1’s flagship long short fund, Mark and the L1 team have generated strong outperformance over the index, with the fund returning 26.7% over the past 12 months to...
Mark joins David to discuss his career and as well as the origins of L1 Capital that he founded in 2007 alongside Raphael (Rafi) Lamm. Since starting L1’s flagship long short fund, Mark and the L1 team have generated strong outperformance over the index, with the fund returning 26.7% over the past 12 months to May 2022 alone, against the ASX/S&P 200’s 4.8%. Over a longer 7 year period to May 2022, L1’s Long Short Fund has returned 23.5% p.a. against the ASX/S&P 200’s 7.6% p.a.
Mark is a Joint Managing Director & Chief Investment Officer of L1 Capital. Since co-founding L1 Capital in 2007, Mark has jointly managed L1 Capital’s Australian equities strategies including the flagship L1 Capital Long Short Strategy.
Launched in 2014, the Long Short Strategy has delivered net returns of greater than 25% in 6 out of the 7 calendar years it has been running and is the best performing long short fund in Australia since inception (FE Fund Info database).
Soundcloud | Apple music | Spotify | Livewire | Inside the Rope
Koda in numbers
23
Average years of experience (Koda Partners)
40
Partners
81
Koda team members
3
Offices around Australia
23
Average years of experience (Koda Partners)
40
Partners
81
Koda team members
3
Offices around Australia