Small client to Adviser/staff ratio to ensure service excellence is maintained.

We have over 80 years of combined experience across our team working with high net wealth individuals, families & Not for profits, many of which have experienced substantial family or liquidity events.

We focus on providing proactive, timely & high quality advice, tailored to clients’ specific needs.

Holistic advice taking into consideration all of clients’ taxation & structuring needs.

Advice & guidance regarding Estate & succession planning &education to improve financial literacy.

Bespoke investment solutions & comprehensive investment portfolio reporting tailored to each clients specific needs.

Koda offers a boutique relationship based experience, backed by institutional rigour and resources to manage clients assets domestically and internationally. Current funds under management is $8 billion.

Contact:

Will Douglas: Will.Douglas@kodacapital.com.au
Angela Ray: Angela.Ray@kodacapital.com.au