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 ranking is rooted in three general categories: client assets managed by the adviser, fees and revenue generated by their business, and the quality of the adviser’s business.
This was the fifth consecutive year Koda was included in the rankings, and the 2023 list included ten Koda Adviser Partners.
For Frank Macindoe, the challenge in long-term investing is to ignore the noise and determine the underlying trends. The adviser and partner at Koda Capital in Sydney takes a considered, multiyear investment approach that aims to minimise volatility while achieving superior returns. “I try not to be distracted by the short term, ” he says....
The clients who come to Melbourne-based Koda Capital adviser and partner Matt Donat often require more than just investment advice. Most are self-made business people on the brink of selling their stake, and they need financial arrangements that can build resilient, long-term results. “Clients who have a liquidity event present to us with $10 million,...
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