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.

The New Giving
19 Mar 2021
The face of philanthropy is changing, as wealthy donors draw on values often inculcated in them as children and align themselves with like-minded organisations. For Cathie Reid, family involvement in philanthropic matters goes back to her childhood in Victoria. She didn’t quite know it then, but seeing the time that her family would devote to...
Three Questions for Frank Macindoe
18 Mar 2021
Frank Macindoe has been an adviser in private wealth management since 2002. Prior to joining Koda Capital as a partner and adviser in 2018, he worked at JBWere for 16 years. His early career began as a commercial lawyer in Melbourne, London and Sydney. Frank has considerable personal involvement with the not-for-profit sector and is...
Staying Future Focused: A how to guide for wealth after divorce or death of a loved one
31 Mar 2021
Death of a loved one or divorce – both scenarios can bring grief, anguish and the unforgiving sting of ‘what now?’. In facing these events, many clients have acknowledged they felt unprepared and overwhelmed. As such events bring about change, understanding your response to finances and wealth can help you avoid costly mistakes. In the...
Seizing the Opportunity: A Technology Entrepreneur’s Perspective
08 Mar 2021
In 2016 and 2018, Koda Capital published ‘Seizing the Opportunity’, a series of insights uncovered through interviews with current and former business owners across a diverse range of industries. The research highlighted common wealth management concerns shared by entrepreneurs following the sale of their business. Importantly, the critical role of specialised wealth management advice in...
Ep 88:
Akiva Katz – 20%+ Returns From Litigation Financing
23 Mar 2021 | 38:08 mins
Aiming to produce IRRs of between 25% to 40% p.a, from litigation financing, Bow Street finds and purchases litigation assets in which guilt has already been established and the outcome is no longer binary. In such cases, answering the question “how much are the damages?” is almost all upside. In this episode, David and Akiva...
Aiming to produce IRRs of between 25% to 40% p.a, from litigation financing, Bow Street finds and purchases litigation assets in which guilt has already been established and the outcome is no longer binary. In such cases, answering the question “how much are the damages?” is almost all upside.
In this episode, David and Akiva discuss Bow Street in detail, along with several of their investments to date.
Akiva Katz, and his business partner, Howard Shainker, became friends in 2004 at Harvard Business School. There they came up with the idea for Bow Street, named after a street in Cambridge, Massachusetts, near the restaurant where they would meet to talk about their plan. Believing that economic conditions would be setting up a momentous event-driven climate over the next several years, they wanted to create a hedge fund that would combine a research intensive approach with an event-driven mentality.
Ep 4:
Nic & Lucas from Orange Sky
16 Mar 2021 | 41:54 mins
Orange Sky is the world’s first free mobile laundry service for people experiencing homelessness – an idea founded in a Brisbane garage by two 20-year-old mates, Nic Marchesi and Lucas Patchett. In recognition of their achievement in founding and leading Orange Sky, Nic and Lucas were subsequently named 2016 Young Australians of the Year and...
Orange Sky is the world’s first free mobile laundry service for people experiencing homelessness – an idea founded in a Brisbane garage by two 20-year-old mates, Nic Marchesi and Lucas Patchett. In recognition of their achievement in founding and leading Orange Sky, Nic and Lucas were subsequently named 2016 Young Australians of the Year and in 2020 they were each awarded an Order of Australia Medal. In this very frank and revealing conversation, Nic and Lucas talk about the magic of Orange Sky, the value of learning from your own mistakes and the importance of ‘just giving it a go’.
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