Alan Kohler of The Constant Investor speaks with Koda CEO Paul Heath to find out more about the firm, Paul's thoughts on where things are at with the markets, what Koda is advising clients to do with their money and how best to structure portfolios for tax.

The Constant Investor

Tax, Markets and More: Koda Capital

After rising to CEO of JBWeir, Paul Heath, Co-Founder CEO of Koda Capital, made the decision leave and start his own business from scratch. In this episode Paul shares his motivation for co-founding Koda Capital and the lessons he learnt during his career in financial advice that helped to make it a success.

Between Meetings with Matt Heine

Between Meetings With Matt Heine | Episode 23: Starting your own business - Paul Heath

Koda Adviser & Partner Matthew Donat (CA) recently spoke with Catherine (Cate) Bakos about the wealth advice space generally, and the financial peace of mind he strives to deliver to each of his clients. The conversation was recorded and is being released in a series of podcast episodes.

Cate and Matt’s first of four episodes focuses on all things 'high net wealth' -- from understanding how individuals find themselves in this position to learning more about the integral role that Matt plays in his clients’ lives. Matt additionally explains why a wealth event can be seen both an opportunity and a burden, and how to minimise the chance of it being the latter.

The Property Diaries - Episode 13: Mini-Series With Matt Donat

Following on from last week's release of the first episode of a four part series covering a discussion between Koda Adviser & Partner Matthew Donat (CA) and Catherine (Cate) Bakos, episode two has now been released.

In the second of four episodes, Cate and Matt delve into the various ways that high net wealth individuals balance growing their wealth with protecting their wealth.

The Property Diaries - Episode 14: Mini-Series With Matt Donat

In number three of a four part podcast episode series, Koda Adviser & Partner Matthew Donat (CA) takes over the interviewer chair and speaks with Catherine (Cate) Bakos about investment theory in the current climate.

The Property Diaries - Episode 15: Mini-Series With Matt Donat

In the fourth and final episode of a four part podcast episode series, Koda Adviser & Partner Matthew Donat (CA) speaks with Catherine (Cate) Bakos about how philanthropy can enable education, family unity and happiness.

Philanthropy is more than just a generous gesture or a donation to a favoured charity/community. For many clients who have triggered a wealth event, it represents so much more than sheer generosity.

Matt shares with listeners the multiple benefits and learnings that his clients experience through philanthropic investing, and he passionately talks about the opportunity that it presents for parents whose children are suddenly thrust into a world they didn’t know existed. The gift of giving is the mere start of the educational journey that some adolescent children are taken on…and it begins with a common goal.

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