Investment Advisory

Unique and powerful approach to managing wealth for distinguished families and strong institutions.

Kaz Private provides clients with best in class wealth advice and portfolio management services. 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.

We work closely with domestic and foreign high-net-worth individuals, families and select institutions to develop bespoke wealth and investment management strategies tailored to each individual client. We currently have a large pool of funds under management, managing cash, bonds, equities, derivatives and convertibles.Kaz Private’s investment strategy is focused on proven concepts with strong potential for growth. 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. No investment is made without our analyst and research teams drilling into details 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. We pair this with strong execution capabilities and attentive client service. We call it the Kaz difference.

Crypto Advisory

We have a deep understanding of technology and apply it to investments in this unique asset class.

Kaz Companies have been bestowed great awards and accolades over the decades in the field of IT. We use our deep understanding of technology to help demystify digital assets and provide bespoke investment solutions to forward thinking clients, including:

  • Bitcoin and Digital Asset Trading – we help you purchase Bitcoin, Ethereum and other digital assets
  • Custody Solutions – we can manage the custody of your digital assets
  • Yield Products – we generate income on your digital asset holdings

Our mission is to help our clients stay ahead of the investment curve with personalised education and a white-glove approach that ensures a tailored service unique to each client’s requirements.

Corporate Advisory

Experienced team with a proven track record of success.

Our corporate advisory team have extensive experience in corporate transactions and strategy; we offer a full suite of corporate advisory services to private companies, companies listed or intending to list on the Australian Securities Exchange (“ASX”).

We deliver high quality strategic advice and creative financing solutions to our corporate clients. We combine our extensive knowledge and expertise with access to global capital markets to assist our corporate clients to grow.Kaz Private is deft at constructing fully tailored solutions for its clients including:
  • Divestments and trade sale exits
  • Shareholder sell downs
  • Joint ventures
  • Capital raisings and strategic partner placements
  • Initial public offerings
  • Underwriting services
  • Demand generation and spread
  • Private placements
  • Rights issues
  • Debt raising and refinancing
  • Capital management
  • Structured finance
  • Strategic planning and business development
  • Deal matching
  • Strategic reviews
  • Valuations and financial modelling
  • Product structuring
  • Innovation and market disruption
  • Acquisitions and sales (buy-side/sell-side)
  • Takeovers and mergers


We publish specialised, world-class share market news and trading ideas.

We publish original content world class share market news via our Share World News site. We embrace cutting edge technologies and the most up-to-date research and market analytic tools to provide to you the market news that matters each and every trading day.

The following share market news services are provided:

  • News Articles – Original content news articles updated multiple times per trading day.
  • Economic Calendar – A real time economic calendar, covering a wide range of global economic events, economic indicators and statistics.