Kauri Asset Management

Kauri Asset Management is a boutique asset management firm based in Sydney with more than 70 years of collective global capital markets experience. Much like the resilient and enduring Kauri tree from which we have derived our name, our goal is to help you achieve a level of financial security underpinned by sustainable investment returns. Whether it be our leading investment portfolios, or our broader wealth management and financial planning services, we pride ourselves on a holistic approach that has generated successful outcomes for a diverse range of clients including individuals, members of Trusts and SMSFs, as well as Companies. Our leading investment portfolios are tailored towards the key themes of growth investing and income investing, whereby clients may invest in one or both portfolios, including contributions from your super. Invest alongside our dedicated portfolio managers in our: International Growth Portfolio: targeting capital growth by investing in US-listed global companies that are pioneers in their field when it comes to innovation and revenue growth Australian Yield Portfolio: offering a sustainable income stream through some of the best dividend-paying companies in the world listed on the ASX that typically afford investors generous franking credits Among our other services, we can also help you with: Personal investment advice Written statement(s) of advice to achieve your financial goals Holistic advice around retail and self-managed Superannuation A wide array of personal insurance products Mortgage Broking Contact us today to see how we can help you begin your journey towards financial security.