KOSEC Private Client Package | KOSEC
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7 DAYS ACCESS
LOTUS BLUE PORTAL

KOSEC

Private Client

Our Private Client package brings you market information, team support, a robust investment strategy and support every day the ASX is open in Australia.
Our unique culture and high standards have seen us collaborate with Kaplan Education, providing study material for industry professionals, and Sky Business News – Expert Panel, regularly providing general advice on equities to Australians nationwide. Our strategy and impressive track record has also led to being broadcast on the CNBC Expert Panel Australasia, Money Expert on Business Builders show Channel 7, and seen us regularly contribute to numerous publications including the Australian Shareholders Association (ASA), and the Australian Investors Association (AIA).

SERVICE FEATURES

& Benefits

KOSEC Private Client

Work with our entire team

KOSEC allows clients to gain access to not just one, but an entire team of experienced professionals with a passion for the stock market to disseminate our centralised General Advice throughout the year. At any time from 8.30am-6pm AEST you may contact the team to receive a market wrap or an update on your positions in the market. Every analyst monitors a handful of businesses on the ASX300 and methodically studies them for any announcements, published articles, broker calls and technical indicators that might affect the share price, ensuring they provide research to help minimise risk and maximise profits. Our vision is to provide an institutional level of research, discussion and service to retail clients so that they can enjoy the highest standards of experience and care.

Monthly Research Report

Our monthly report provides an overview of the macroeconomic news across Asia, Europe and the US in order to gauge the sectors in our economy most influenced by exogenous events. We then filter the ASX300, giving general advice on companies that can potentially be the best opportunities. We publish a concise overview of their business model, operations, management team, growth prospects, broker calls as well as a target price and risk rating. This allows you to save time searching for the right opportunities, whether you do your own research, or get access to investment tools or reporting services, knowing that we have already invested hundreds of hours of researching on your behalf. By applying rigorous analysis of market sentiment, announcements and technical analysis we collate and evaluate all the evidence available in order to share quality analysis seeking to outperform the market. 

Sample reports: Click here for our March Report | Click here for our April Report

KOSEC Private Client

Daily Market Wraps

KOSEC strives to keep you well informed of overnight news and market moving events that might affect our Exchange and your positions. Daily market wraps contain videos of our Associates and Research team giving commentary and market summary of financial and economics news on the day, before and after the market closes. This ensures that it is an interactive service with quality information that keeps you well informed of global news and any major shifts on the ASX.

Click here for some of our latest daily market wraps.

Daily Investment Meeting Minutes

Every morning we hold a meeting where we collate news, research and announcements in order to gauge which businesses on the ASX300 are most likely to experience significant changes in share price. Within the discussion we evaluate the potential best and worst opportunities using an evidence based approach where we assimilate the daily developments with broader fundamental analysis, technical analysis and broker calls to identify situations where our General Advice is that the market has mispriced a particular equity. This is then cascaded across to our clients so that they can learn about this research, ask questions and make a decision about how to allocate their capital in the market.

KOSEC Private Client

Select Corporate Finance opportunities

Many investors seek opportunities to invest in select corporate finance deals such as Pre – IPOs, IPOs, rights issues, and placements. These investments are often hard to source without the right connections and would not be available to the average individual using a discount brokerage platform. Having a strong network, actively meeting company directors, attending industry events, associations and government functions, we are always looking for the right opportunity to bring to our clients. Recognised as the “Money Expert”, our CEO, Michael Kodari appeared on Channel 7 Elevator Pitch program, as an expert panellist with David Koch, where entrepreneurs and talented individuals from across Australia shared their business ideas.

Lotus Blue Investment Portal

Our KOSEC Gold members are given full access to the Lotus Blue Investment Portal. The lotus blue flower perfectly symbolises our ASX300 filter because, just as the lotus blue flower grows out of the unrefined soil, our lotus blue filter searches through all of the stocks on the ASX300 to produce a refined list of the 35 most fundamentally sound stocks and that list is personified as the Lotus Blue Flower, the beauty that is produced after the filtration system has been applied.

lotus blue

We are committed to bringing our clients the best level of service in the industry, a service that no other institution can match

KOSEC Private Client

- Michael Kodari, CEO

Our commitment to you

No hidden fees – No management fees – No out performance fees
No hourly consultancy fees – No administration fees – No exit fees

KOSEC

Benefits

KOSEC Private Client

Work with a team
of experts

KOSEC allows clients to gain access to not just one, but an entire team of experienced professionals with a passion for the stock market to disseminate our centralised General Advice throughout the year.

KOSEC Private Client

Institutional
Research

Through our portal, website, reports and publications we bring to you the news, announcements and institutional broker calls which provide you with all the evidence you need to make robust and logical investment decisions.

KOSEC Private Client

Corporate
Finance

Learn about select off-market transactions not found on execution-only platforms whereby you can invest ahead of the market. 

KOSEC Private Client

Education +
Seminars

Through seminars and digital correspondence, we provide investors with the academic theory behind establishing a skill set to succeed in managing your own investments. 

KOSEC Private Client

Investment
Community

Attend conferences, lunches and evening events so that you mix with industry experts, elite brands and like-minded investors through our unique investment society.

KOSEC Terms & Conditions

Kodari Securities Pty Ltd (CAR 399556) trading as KOSEC is regulated by the Australian Securities and Investment Commission (ASIC). KOSEC is a financial services company and any information provided by its platforms, portals, reports and documents is protected by copyright. Any unauthorised production of this information is prohibited.
KOSEC reserves the right to change or remove any information provided on our website, reports or any documents including these terms and conditions at any time without notice. The change or modification to the terms and conditions will be effective immediately upon posting an updated version on our website, necessary platforms and documents. It is recommended that you review the information provided on our website, including these terms and conditions frequently for any changes.

Disclaimer
KOSEC provides general advice only. The information provided is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. KOSEC recommends that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Please make sure you read our Financial Services Guide (FSG).

KOSEC does not guarantee any returns. Past performance of any product discussed is not indicative of future performance. (We urge that caution should be exercised in assessing past performance. All financial products are subject to market forces and unpredictable events that may adversely affect their future performance). Investing in the stock market can incur huge losses. Please also be aware that fees will incur on every transaction regardless of the performance of your investments or returns generated. Employees and or associates of KOSEC may hold one or more of the stocks, securities or investments reviewed by the company.

Your use of information from our website, reports, documents and from talking to our representatives/associates is at your risk. Under no circumstance should the investment be based solely on KOSEC information and general advice. You should seek professional financial planning advice.
KOSEC aims to maintain the accuracy of the data and information provided on this website, by using information prepared from a wide variety of sources, which KOSEC to the best of its knowledge and belief, considers accurate and does not make any representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability, suitability or availability of the information provided.

We may at times refer to third parties, which the details of these third parties have been provided solely for you to obtain further information about other relevant products and entities in the market. KOSEC has no control over the information third parties have, or the products or services offered, and therefore make no representations regarding the accuracy or suitability of such information, products or services. You are advised to make your own enquiries in relation to third parties. Our inclusion of any third party content is not an endorsement of that content or the third party.

Fees
As a client you will be charged a yearly service fee and a set brokerage fee per transaction. Your service fee will automatically renew at the end of your agreed 12 month period at the same rate advertised at the time. Your credit card or bank account will be charged for a further year following which will again auto renew until you cancel your yearly service fee. You can cancel the auto renewal at any time in advance of the renewal date by contacting us. KOSEC is aware of the need to ensure the security of your credit card details and our payment systems are compliant with the Payment Card Industry (PCI) Data Security Standard.

Privacy
You consent to receiving email correspondence from KOSEC, as well as companies KOSEC has an association with. These emails will be sent by KOSEC and third party companies. You can opt out of receiving any category of emails at any time by contacting us. We may from time to time inform you of special offers, or even ask your opinion of the services we provide, but your involvement is optional. Should you request us to do so, we will archive your details.

Indemnity and Liability
You indemnify KOSEC from all claims or threatened claims, suits, demands, damages, costs as well as including legal costs incurred in dealing with any threatened claim, expenses made by any person or corporation against KOSEC and any other amounts which is caused by KOSEC providing information, execution and General Advice.

You hold KOSEC harmless and release it from any liability in respect of any loss, harm or damage arising from a decision made by you on the basis of information obtained through the use of our portal, reports, documents or any General Advice given and any transaction taken place.

You hold KOSEC harmless and release it from any liability in respect of any loss, harm or damage arising from delays in executing orders for the client and acknowledges KOSEC makes no guarantees about the time taken to execute an order on behalf of the client. You acknowledge that KOSEC relies on third parties in providing technology and release KOSEC from any harm, loss or damage you may suffer as a result of the failure of such information technology.

Cookies and Links
KOSEC website, and its portal uses cookies, which lets us identify your browser while you are using the site or our portal. Cookies do not identify you personally. They simply allow us to track your usage patterns. If you prefer not to receive cookies, you can configure your browser to reject them or to notify you when they are being used. The functionality of the KOSEC website may be impacted if you restrict the use of cookies.

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KOSEC’s CEO, Michael Kodari’s new book, “Stock Market Success” valued at $39.95, available at Dymocks book stores with all the proceeds going to Dymocks Children’s Charities.

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