At Kuda Wealth we believe in investing directly into the markets such as Australian Securities Exchange listed securities as oppose to managed fund structures to achieve your short, medium and long term goals.
In our experience, we have found this investment method to provide the best level of control and flexibility whilst remaining cost effective.
Depending on your circumstances we use the below factors to customise your investment:
- Investment horizon
- Capital growth requirements
- Risk appetite
- Stage of life
- Estate Planning
The use of this direct investment philosophy provides our clients with prime service and investment strategies to cope with rising and falling financial
With the support of our Licensee, we provide strategic planning and ongoing recommendations that are unbiased and based on the client’s best interests.
Our strategies balance the need for wealth creation and wealth protection; providing you with peace of mind and thus, ensuring your continued and reliable
access to the "currency for life".