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.
Koda’s collective expertise can cut though the complexities of investment markets to develop a targeted strategy for your financial needs and investment objectives.
We’ll act swiftly to protect your wealth and capitalise on new opportunities, supported by our results-focused culture, thorough research and nimble structure – and specialist partnerships for specific investment themes.
There’s no risk of complacency with Koda. From day one, we will always consider ‘outside the box’ ideas to adapt to changing circumstances and market forces.
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.
To maintain family unity and prosperity, we recommend addressing both financial and non-financial areas. Our unique frameworks can avoid the dissipation of wealth through disputes or poor investment decisions.
Education is core to our family advice: we offer financial coaching for this generation and the next, empowering family trusts or charters to be self-governing. This can cover common issues such as succession and estate planning, continuity strategies, philanthropy, and conflict management.
For family businesses, our guidance can support collective long term decision-making, taking the role of non-family stakeholders into account.
Koda acts as an investment adviser to many of Australia’s most sophisticated
non-profit organisations, charities and philanthropic foundations. We focus on policy, strategy, asset allocation and responsible investment and we build bespoke portfolios for the long-term.
Click here to learn more about how we can help your non-profit set and achieve its
Responsible investment provides investors with an opportunity to align the
financial objectives of their capital with a goal of contributing to a healthy and
sustainable society, environment and economy.
Click here to learn more about how Koda can help you build a responsible
investment portfolio aligned to your values.