Russell Lees

Kauri Wealth Management Pty Ltd

19 Yrs Experience
Cremorne, VIC 3121

Kauri Wealth is an independent investment advisory firm, backed by over 30 years of investment markets experience.

Russell specialises in:

Retirement and Income Planning

We all want financial security in retirement. That’s why Kauri Wealth listens to you. We clarify your goals. We develop the right plan to grow your investments. And we are there with you all the way.

Managing Investment Portfolios

Navigating investment markets is a full-time job. It requires time, knowledge, and expertise. Kauri Wealth is underpinned by 30 years of financial planning success. That’s why your money is in safe hands.

Growing your Superannuation

With very favourable tax rates, superannuation remains the foundation for secure retirement wealth. Kauri Wealth ensures you maximise superannuation strategies so that your funds continue to grow. You can rest easy and informed.

Proven Track Record

Any Investment Adviser would be proud of Russell Lees’ record. He has successfully enabled his clients to navigate even the most challenging markets over the past three decades. Russell draws on his extensive expertise to actively select investment stocks and carefully manage direct equity portfolios.

The client/adviser relationship

Getting to know and trust your adviser requires time investment – which is why Russell prides himself on being reliable, respectful, and always available for his clients.

The basis of any financial advice should be knowledge and experience – and Russell has both in spades, having spent his career in investments, stock markets, superannuation and retirement strategy planning.

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our fees align to industry standards, and are negotiated to be a win/win for both the adviser and the client.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.93
  • Number of reviews 7
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Kauri Wealth Management Pty Ltd

Level 3, 534 Church St
Cremorne, VIC 3121

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

The Leaders Investment Managers Pty Limited

AFSL 240776