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 growthAustralian 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 creditsAmong our other services, we can also help you with:Personal investment adviceWritten statement(s) of advice to achieve your financial goalsHolistic advice around retail and self-managed SuperannuationA wide array of personal insurance productsMortgage BrokingContact us today to see how we can help you begin your journey towards financial security.

Website: kauriam.com.au

Employees: 5 - 9

HQ: N/A

Location: Sydney, NSW, AU

Revenue: Not Available

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Kauri Asset Management is a Sydney-based boutique asset management firm that offers a range of investment portfolios and wealth management services. With over 70 years of collective global capital markets experience, the firm's goal is to help clients achieve financial security through sustainable investment returns. Kauri Asset Management's investment portfolios are tailored towards growth investing and income investing, with a focus on US-listed global companies and ASX-listed companies that offer generous dividend yields. In addition to its investment portfolios, the firm provides personalized investment advice, written statements of advice, holistic advice on retail and self-managed superannuation, and a range of personal insurance products. Kauri Asset Management's team of experienced professionals, including founder and CIO Michael Smith and co-founder Afiq Malek, are dedicated to providing a holistic approach to wealth management that has generated successful outcomes for a diverse range of clients. With a strong focus on sustainable investment returns, Kauri Asset Management is well-positioned to help clients achieve their long-term financial goals.

Kauri Asset Management is a small but experienced investment company based in Sydney. We have over 70 years of combined experience in the global financial markets. Our name comes from the strong and long-lasting Kauri tree, and our goal is to help you achieve financial security through sustainable investments. We offer personalized investment portfolios and other financial services to help you reach your financial goals. We have two main investment portfolios: one for growth investing and one for income investing. You can choose to invest in one or both portfolios, and you can even use your superannuation to invest. Our growth portfolio focuses on companies that are leaders in innovation and revenue growth, while our income portfolio invests in companies that pay consistent dividends and offer generous franking credits. In addition to our investment portfolios, we also offer personalized financial advice, written statements of advice, holistic advice on retail and self-managed superannuation, a range of personal insurance products, and mortgage broking services. Contact us today to learn more about how we can help you achieve financial security.