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 Wins ‘Best for ESG Investing’ in Prestigious Euromoney Awards
03 Apr 2023
In the recently released Euromoney 2023 Private Banking Awards, Koda Capital was named ‘Best for ESG Investing’ in Australia. The Private Banking Awards for 2023 have been researched and managed by Euromoney’s research team and external judges, and have also incorporated editorial advice. Full results and more details on the awards can be seen at...
Koda finds value in litigation finance, insurance-linked securities
24 Mar 2023
Volatility in listed equities has led the wealth manager to different sources of returns. Already heavily defensively positioned, Koda Capital has been adding more defensive exposures to income diversifiers over the past six to 18 months as volatility continues to rock equities. Jonathan Ayres, managing partner at Koda, said the $10bn wealth manager had been...
From Good to Great – Critical Ingredients for Fundraising Teams
01 May 2023
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.
Raising & Investing Endowment Capital in the Education Sector – March 2023
07 Mar 2023
For many schools and universities, the desire to create endowment capital is a top priority. This report, a collaboration between Koda and leading global strategic consulting firm, CCS Fundraising, explores endowment fundraising best practice and looks at how to successfully invest endowment capital.
Ep 144:
Kim Morrison – The role of institutional capital in agriculture
18 May 2023 | 38:56 mins
In this episode of Inside The Rope, David is joined once again by Kim Morrison, the Chief Investment Officer at Argyle Group. Kim joins David to discuss the Argyle Water Fund, a fund that aims to provide investors with opportunities to invest in water rights and agricultural assets in Australia. By investing in these assets,...
In this episode of Inside The Rope, David is joined once again by Kim Morrison, the Chief Investment Officer at Argyle Group.
Kim joins David to discuss the Argyle Water Fund, a fund that aims to provide investors with opportunities to invest in water rights and agricultural assets in Australia. By investing in these assets, the fund seeks to generate long-term returns for its investors while supporting the growth and development of the agricultural sector. By investing in water rights, the fund helps farmers unlock capital from their balance sheets, allowing them to transition to high-value crops and undertake long-term developments. This enables farmers to access their own private capital, leading to increased capacity to make their operations more sustainable.
The episode also highlights the stability of the legislative framework governing water rights in Australia. Including the deliberate processes implemented by the government, including buybacks, to balance water allocation between environmental flows and consumption. Kim also covers the concerns about environmental impacts, such as fish deaths, which can be attributed to natural factors like rainfall and flooding, rather than excessive water extraction by agriculture.
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Ep 142:
Mitch Taylor – Protecting capital against higher inflation
26 Apr 2023 | 37:41 mins
In this episode of the “Inside the Rope” podcast, host David Clark interviews Mitch Taylor, co-founder of Longreach Credit Investors and manager of the Longreach Direct Lending Fund. The Longreach Direct Lending Fund writes senior loans to Australian and some New Zealand corporate borrowers, focusing on highly creditworthy borrowers that may have been neglected by...
In this episode of the “Inside the Rope” podcast, host David Clark interviews Mitch Taylor, co-founder of Longreach Credit Investors and manager of the Longreach Direct Lending Fund.
The Longreach Direct Lending Fund writes senior loans to Australian and some New Zealand corporate borrowers, focusing on highly creditworthy borrowers that may have been neglected by traditional banks. Mitch explains how the fund is protecting against higher interest rates and inflation, and discusses the fund’s performance over the past 12 months, which has returned 8.74%. Mitch also touches on his background in credit and his experience working on a distressed credit trading desk during the 2008 financial crisis, which has informed the Longreach Credit Investors’ approach to protecting capital.
Mitch has a background in credit, including 16 years with Macquarie Group in Australia and the US markets. He also worked for Corda Mentha in insolvency and advisory work before joining Longreach Credit Investors in 2017. Mitch Taylor was previously a guest on episode 15 back in 2018.
Soundcloud | Apple music | Spotify | Livewire | Inside the Rope
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