Retirement and income planning Australia
Delivering financial security for your future
Kauri Wealth is an independent investment advisory firm, backed by over 35 years of investment markets experience.
You are directly connected to the person managing your investments. No middlemen, no schemes.
Secure Your Future with Expert Retirement and Income Planning
At Kauri Wealth, we specialise in retirement and income planning for Australians who want more than just cookie-cutter advice. With over 30 years of experience in investment markets, we offer tailored strategies to grow your superannuation, manage your investments, and help you enjoy a financially secure retirement. You’ll work directly with Russell Lees—an experienced adviser who listens, plans, and acts in your best interest at every stage.
Kauri Wealth 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 with retirement and income planning in Australia.
Managing Investment Portfolios
Navigating investment markets is a full-time job. It requires time, knowledge, and expertise. Kauri Wealth is underpinned by 35 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.
Russell Lees
Founder and Director
Russell has spent his working life developing financial knowledge and investment nous. People trust him, with the average tenure of his clients being 15 years.
But that trust is earned. It grows from the core values of Experience, Knowledge, Connection, Accountability and Dedication that drive Russell’s passion for his profession. Talk to him today about retirement and income planning in Australia.
Learn more about how you can maximise your investment growth.
Proven Track Record
Retirement and income planning Australia
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. He is a trusted partner in retirement and income planning in Australia.
Face-to-face connection and regular, informed communication drive wise and agile investment decisions that can be implemented without delay.
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.
Highlighting a wealth of experience, Russell’s CV outlines a career that spans ANZ Trustees, J B Were stockbroking, ANZ funds management, and Reuters international trading markets.
“…Russell restored my faith in the ability to build and foster true partnerships…”
