Will joins Koda with over 17 years of wealth management experience.
Will delivers financial solutions that have a meaningful and positive impact on his clients. While this impact is measured partly through financial returns, his experience has shown that effective advice can also deliver broader personal and organisational benefits—such as an improved lifestyle and sense of wellbeing, stronger relationships, greater financial security and increased community involvement.
Every client and every situation is unique.
A client’s journey may begin with reflecting on past experiences, assessing their current position and identifying their priorities and future plans. This process can reveal a need for advice and help answer three important questions: What advice is required? What benefits will it deliver? Does it represent genuine value?
With more than 20 years of experience, Will understands the importance of aligning financial advice with what matters most to each client. He joined Koda in 2015 because he believed clients would benefit from a culture founded on independence and employee ownership. This combination creates trust, alignment and transparency between adviser and client, providing a strong foundation for better financial outcomes.
Koda’s investment solutions are developed and delivered by its independent investment advisory and research team, with a focus on producing attractive long-term financial returns. Koda does not internally manufacture investment products, helping to avoid the potential conflicts of interest that can arise from product-driven advice. Clients also benefit from access to a dedicated philanthropic advisory team and broad expertise across both equity and debt capital markets.