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.
Our fees align to industry standards, and are negotiated to be a win/win for both the adviser and the client.
I have known Russell for over 30 years and have always known him to be trustworthy, totally honest, very reliable and very pleasant to deal with. After my redundancy 20 years ago, Russell took charge of my financial affairs, and I am now independently wealthy. Russell has provided comprehensive advice that has enabled me to achieve the level of financial security where I have been able to assist other family members and to ensure a comfortable life for my mother in her later years. Russell's expertise has now taken me to the point where have reached the $3 million superannuation ceiling and he is now advising me regarding investments and tax arrangements outside of superannuation. Therefore, Russell's expertise extends across the full range of financial situations. In addition, Russell has been able to retain on my behalf excellent advice in related areas. Notably obtaining legal advice regarding my will and the creation of trusts for my family members. In addition to the expertise involved, I have every confidence in Russell's discretion because arranging family financial matters requires me to provide him with highly confidential personal information regarding my family members. Russell also obtained for me the services of an excellent mortgage broker. This broker recently obtained the finance for me to acquire an additional property after several banks that I approached, including my then-primary bank, had been unable to provide me with the financial services that I required. This mortgage broker is very proactive and on his own initiative recently renegotiated one of the loans to a more favourable rate. I would recommend Russell as financial adviser because of his personal qualities and expertise that covers the range of advice needed as one grows one's wealth over the lifetime.
I was looking for an adviser I felt comfortable working with and who had my best interests at heart.
Russell has helped my family with pre-retirement planning and put us on the right pathway for our retirement in ten years' time.
I knew that proceeding on the wrong pathway can set you back years. This was my main concern and my key objective in seeking professional advice.
Russell's approach of being honest, transparent and ensuring we are all on the same page regarding our strategy has assured us greatly.
I recommend Russell highly to others who are at the starting point of their pre-retirement planning.
I have appreciated the support and advice provided by Russell over the last couple of years. Russell has been of great help to me after receiving an inheritance. We worked together in setting up investment structures and building an investment portfolio. His understanding of the cycle of equity markets is fantastic. I highly recommend Russell for his knowledge of economics, investment risks, and cycles.
We have benefited greatly from Russell’s advice over the last couple of years. Having had money all over the place coming into our retirement, Russell put together a strategy that ensured we maximised the availability of moving our investments into superannuation. His approach to investment management is aligned to our ethics and his calm and supportive approach helps us to have a better understanding of his advice.
We have been clients of Russell’s for many years now. He has always been professional, friendly and we are confident in the advice he gives. He is competent, well organised and efficient. We have no hesitation in recommending him.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 2005
- Years of experience 18
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Kauri Wealth Management Pty LtdLevel 3, 534 Church St
Cremorne, VIC 3121
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
The Leaders Investment Managers Pty Limited