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’s ‘Pathway to Partnership’ Built to Retain Talent
09 Jan 2024
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...
Koda Capital Launches the Koda Endowment
31 Oct 2023
At Koda, we’ve always believed in doing things differently and that our work in the community is a centerpiece of our culture. That’s why we’re thrilled to announce the launch of the Koda Endowment, a new and innovative approach to corporate philanthropy. The Koda Endowment is empowering our people to follow their philanthropic passions and...
Do Valuations Matter?
13 Mar 2024
In an investment landscape where traditional valuation metrics are constantly challenged, investors are increasingly asking: do valuations still matter in today’s market? The old principle of mean reversion appears to contradict the phenomenon that expensive assets can climb even higher and seemingly cheap investments can become value traps. The paper discusses the relationship between valuations...
The Principles Of Endowment Style Investing, Part II
29 Feb 2024
In this report we discuss the importance of defining an endowment’s purpose, building effective investment governance policies and prudently managing capital to help achieve the mission and objectives of non-profit organisations. This white paper builds on the principles discussed in Koda’s first endowment investing paper and incorporates best practises observed with clients and leaders from...
Ep 165:
Brigette Leckie – Exploring the future of global economies
07 Mar 2024 | 40:58 mins
In this episode, David is joined by Koda Capital Chief Economist Brigette Leckie to discuss global economic performance, the impact of artificial intelligence on economies, and the implications of upcoming elections, particularly in the US, for the economy and investment markets. Brigette and David also touch on the current wars and their potential economic impacts....
In this episode, David is joined by Koda Capital Chief Economist Brigette Leckie to discuss global economic performance, the impact of artificial intelligence on economies, and the implications of upcoming elections, particularly in the US, for the economy and investment markets. Brigette and David also touch on the current wars and their potential economic impacts.
Brigette shares her experience gained across the financial services industry and provides her outlook on asset classes, contrasting her views with the consensus on the street. The episode also covers a range of other topics, including the structural and cyclical aspects of economies, inflation trends, and the influence of geopolitical events on financial markets.
Brigette Leckie has worked in financial markets since the early 1990s. Previous roles have included Chief Strategist, Chief Economist and Head of Research at Australian, New Zealand and multinational firms including BNY Mellon, Alliance Bernstein, Perpetual and BNP. She has also worked in New Zealand Treasury and served on numerous public and private sector committees.
Ep 164:
Phil King – Listening for opportunities
21 Feb 2024 | 41:55 mins
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.
Koda in numbers
23
Average years of experience (Koda Partners)
46
Partners
114
Koda team members
4
Offices around Australia
23
Average years of experience (Koda Partners)
46
Partners
114
Koda team members
4
Offices around Australia