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.
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.
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.
We have led the profession by putting client interests first. Because we have no product alignment, we can source the right solution for your goals and access every potential opportunity for better outcomes.
Your advice is only as good as the talented team behind it. Our partners, advisers and analysts bring a collective depth of expertise and commitment to excellence.
The greatest risk for advice practices bringing on Professional Year advisers is making an investment in non-revenue generating employees who then become attractive to recruiters for other firms once they finish their training commitments. But one of the country’s leading wealth firms, Koda Capital, believes it has found a way to create an attractive career...
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 a comprehensive national survey. This list offers clients and advisers a unique guide to the leading practitioners in the sector. The formula used to calculate the...
Through Koda’s philanthropy work with clients and in the community more broadly, we are increasingly encountering people actively seeking opportunities to create impact in a variety of ways, above and beyond traditional philanthropy. The Philanthropy & Social Capital team’s latest paper explores this emerging theme and identifies avenues for weaving purpose and impact into all aspects of...
This paper is written for fundraisers committed to honing their craft and in search of best practice. It draws on Koda’s in-house experience of fundraising, advising fundraisers and working with philanthropic community. The paper highlights seven critical ingredients to get fundraising teams from good to great.
In the “Inside the Rope” podcast episode, host David Clark interviews Phil King, the Chief Investment Officer and co-founder of Regal Funds Management. King discusses his passion for investing and the enjoyment he finds in working with top companies worldwide and building a successful team at Regal. Despite his significant achievements, Phil is noted for...
In the “Inside the Rope” podcast episode, host David Clark interviews Phil King, the Chief Investment Officer and co-founder of Regal Funds Management. King discusses his passion for investing and the enjoyment he finds in working with top companies worldwide and building a successful team at Regal. Despite his significant achievements, Phil is noted for his humility and simple lifestyle, emphasising substance over appearances in both his personal life and investment strategy.
Phil shares insights into his approach to investment, highlighting the importance of curiosity, good listening skills, and an ability to remain unaffected by market fluctuations. He talks about Regal’s strategic focus, including their trading approach, long-term investments, and the rationale behind their portfolio turnover rate. The discussion also touches on the success and volatility of Regal’s small companies fund, underscoring the balance between risk and reward in investing in small-cap companies.
The conversation also touches on Phil’s vision for Regal, aiming to attract top industry talent by creating a prestigious and successful firm, similar to Barcelona FC in the sports world. Phil also provides his perspective on the macroeconomic environment, the impact of the Chinese economy, and Regal’s position on various sectors, including resources and battery metals.
In this episode of “Inside the Rope”, David interviews Frank Macindoe, advisor and partner at Koda Capital, who manages the Koda Enduring Equities portfolio. This portfolio, focusing on ASX-listed shares, has achieved an impressive compound annual growth rate of over 14.8% over 15 years to November 2023. The discussion revisits the fund’s performance, noting a...
In this episode of “Inside the Rope”, David interviews Frank Macindoe, advisor and partner at Koda Capital, who manages the Koda Enduring Equities portfolio. This portfolio, focusing on ASX-listed shares, has achieved an impressive compound annual growth rate of over 14.8% over 15 years to November 2023. The discussion revisits the fund’s performance, noting a 10% increase in the final quarter of 2023, despite the challenging period discussed in a previous episode six months prior.
The conversation also honours the late Charlie Munger, highlighting his profound impact on investment strategies alongside Warren Buffett. Frank shares insights on navigating the current volatile geopolitical landscape, including the uncertain outcomes of the upcoming US and India elections, and how global tensions affect the markets.
Frank emphasises the importance of maintaining a long-term investment perspective in the face of short-term market fluctuations. He details the rationale behind portfolio management decisions, focusing on understanding future cash flows and the implications of changing discount rates due to fluctuating interest rates. The discussion highlights the resilience required to adhere to long-term investment philosophies amidst market volatility.
Frank also explores potential market influences in 2024, including geopolitical events and economic policies, with Frank and David distinguishing the differences between fundamental changes and temporary market trends in investment decision-making.