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Kaz Private Wealth – An exclusive financial services company

Kaz Private provides specialised financial services to domestic and international ultra-high net worth and high net worth private clients, family offices, not for profit organisations and institutions. 

Australian owned and operated, Kaz Private promotes a culture of accountability and high performance with oversight from a formal corporate governance structure, delivered through an experienced Board of Directors headed by respected business entrepreneur Peter Kazacos.

Services

Investment Advisory

We assist clients to achieve their wealth goals through careful general advice, smart investment management and the use of cutting edge technologies and the most up-to-date trading and research tools.

Corporate Advisory

We combine our extensive knowledge and expertise with access to global capital markets to assist our corporate clients to grow.

Research

We provide world class share market research via our Kaz Research platform which is constantly updated and is available on demand, anywhere, anytime.

Wholesale Bullion

Kaz Private clients can enjoy the services and benefits of wholesale investing in the physical assets of precious metals including gold, silver and platinum bullion.

The Kaz Difference – Our secret sauce

The Kaz difference is our unique share investment process; we embrace cutting edge technologies and the most up-to-date trading and research tools.

Global markets are placed through a rigorous scientific filtering process whereby we discover deep value investments based on proprietary parameters. The resultant findings are analysed and investment opportunities are handpicked based on their ability to outperform the market.

Our analyst and research teams drill into details that other providers do not; we take face to face meetings with many investee companies at senior levels to ensure robust verification of financials and insights into breaking news.

Market Note – our daily market newsletter

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