You’ve worked hard
for your money.
But how hard does your money work for you?
Money. You can spend it. Save it. Earn it. Invest it. Lose it. Protect it. Or even be a little unsure about it. But one thing we can all agree on, is that having money simply gives us more options in life.
Koa private wealth was established to help you weigh up the decisions you make, so you can ultimately
make more of your money in ways that are right for you.
Welcome to harder working private wealth.
About
You’re unique.
Shouldn't your wealth advice be too?
It’s a fact of life that the world never stands still. Life is unpredictable, no matter how hard you try to control it. But the one thing you can do is prepare – and have good, personalised counsel along the way.
Koa was formed to move quicker than the big institutions. To be more proactive than typical advisers. And use our heads to give you peace of mind – whatever your investing strategy.
Licensed by Akambo Financial Group we put years of insightful expertise and experience to good use for a wide range of clients from young families and individuals, to significant trusts , private businesses and not for profits.
Services
You bring the vision.
We’ll help map the road ahead.
No matter your age, your existing wealth, or your ambitions, we have proven strategies that will support you.
Some of our clients are passionately looking for ways to increase their wealth. Others are simply families that want to secure a better future for their kids. And some are planning for the best possible retirement.
Either way, it all comes down to designing a plan that’s right for you. We don’t start with some generic ‘off the shelf’ solution that you'd get from traditional wealth advisors or the banks – but by first listening to who you are, your dreams, hopes and aspirations.
Clients
Our clients are all different.
(But hey, so are we.)
We enjoy having a truly diverse mix of clients – from significant wealth accumulators and prudent investors, to retirees and family trusts. We also work with a wide range of businesses and organisations, including sole traders, agri-businesses, not for profits, sole operators, and of course small to medium business owners.
Either way, just as each client is different – we work with each in a different way to plan ahead and
make their goals become a positive reality.
Contact
Address: 30E High Street, Mansfield, 3722
Phone: 0402 206 655
Email: info@koaprivatewealth.com.au
From tackling personal decisions to reaching important milestones, our job is to guide you on the path of success. We're fueled by our commitment to excellence and go the extra mile to make sure our clients are able to achieve their financial goals.
Contact us today for an initial consultation, and find out more about how we can tailor our services to your needs.