Investing with Kauri is Simple.

1.

Choose Your Entity
Lets us know how you'd like to hold the assets so we can email you the correct paperwork. Simply complete, sign and return. We'll have you investing in no time at all.

3.

Watch your Portfolio Grow
Over the past 50 years, stock markets around the world have gained an average of 8% pa. Whilst past performance is no indication of the future, given enough time we believe markets will continue to shine.

2.

We'll construct a world class portfolio 
Once your account is funded our dedicated portfolio managers will be in touch to discuss the current holdings and when to enter. Remember, we are not a managed fund so the ultimate investment decision remains with you, the client.

Portfolio Information

Growth Portfolio
Yield Portfolio

Request an information pack

We'll email our past performance updates and stocks in focus reports

Are you ready to get started?
Simply Download the application that's
right for you.
We're here to help. If you have questions about the account opening process please don't hesitate to get in touch.
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​

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Portfolios
Important Documents

© 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