Invest alongside our Dedicated Portfolio Managers.

Bringing a World of opportunities to Australian Investors

Why Kauri Asset Management?

We invest alongside our clients
Our interests are aligned with yours. We treat all capital as if it were our own and we believe there is nothing more important than having skin in the game. Such is our conviction, we personally co-invest in our portfolios alongside our clients to share the journey with you.
Performance, without it we have nothing

We believe a diversified wealth strategy drives sustainable investment returns. That’s why we manage two portfolios. We invest in the US, the greatest growth market in the world with gains of 200% since 2009, and the ASX, a leading market for income generation yielding over 4% p.a.

 

Personalised Financial solutions

Our wealth management service is integral to our philosophy that: the decisions we make today are the ones that will shape our financial security in the future. We take a comprehensive and personalised approach to map out the solutions that will help you achieve your financial goals.

We offer a range of personalised investment solutions tailored to your needs

We can customise your investment plan to match your priorities and goals at every stage throughout your life

Financial security and freedom in retirement

We believe that a comfortable retirement should be within reach for everyone. Our investment portfolios can adapt to your personal circumstances even after retirement. We’ll work with you to ensure that you can maintain and fund your lifestyle through passive income streams.

Accumulating wealth through long-term investing

Fuel your future by choosing the investment portfolio that best aligns with your goals and objectives. Whether you’re looking for growth or income, or a balanced mix of the two, our goal is to help you build your assets in a sustainable manner.

Preparing for life after work

We can help you establish financial independence so that you can make an effortless transition towards retirement. Our expertise includes financial matters such as self managed super funds (SMSFs), financial planning, home loan lending, and wealth protection.

Planning for the future and gaining financial stability

Making an early start in your financial journey can make a huge difference later in life. We can help you compare your current superannuation fund with other investment opportunities, consolidate and rollover your super, and help you make the necessary decisions to gain financial stability.

Latest Updates

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August Update

Are we witnessing a technology revolution?

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July Update

Big Tech Stocks Earn Their Weight In Gold

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June Update

COVID-19 Dominates FY20 We look back on our Performance

Stay in touch with our monthly portfolio update and market commentary.
 
Contact

T: 02 8379 1868​

E: info@kauriam.com.au

Physical Address

Level 8, 25 Bligh Street

Sydney 2000, NSW

Australia​

Postal Address

GPO Box 2348

Sydney 2001, NSW

Australia​

Important Documents
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© 2020 Kauri Asset Management

Castlereagh Financial Group Pty Ltd ABN 76 604 407 516 Trading as Kauri Asset Management is a Corporate Authorised Representative (No. 1275519) of AFSL Holdings Australia (AFS License No. 460 940). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs except in circumstances where you have provided your personal financial details via our online application process and received a Statement of Advice from us. Before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us. © 2020 Kauri Asset Management