Services

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David Kovac

Managing Director and Financial Adviser at Kovac Private Wealth Pty Ltd

Qualifications and Memberships

  • Bachelor of Commerce (Accounting & Financial Planning)
  • Advanced Diploma in Financial Services
  • Fellow of the Taxation Institute of Australia

David began his career as an accountant in 1999 and transitioned to investment management when he founded wealth management firm Kovac Private Wealth Pty Ltd in 2005 to provide a broader range of services to clients of the Kovac Advisory Group. His personalised approach to client relationships ensures clients achieve outstanding results across the range of services from Kovac Private Wealth.

 

 

Kovac Smart Super

A better and innovative way to invest your superannuation. The Kovac Smart Super accounts are low cost, transparent, individual superannuation accounts managed by our highly skilled and experienced Investment Committee. Without the need for costly and complex self-managed superannuation funds we are able to provide the benefits of direct investing at lower cost to give our clients continued and detailed access to their portfolio of superannuation investments. read more

A Kovac Private Superannuation Account typically holds between 25 and 40 individual stocks across the entire spectrum of the Australian share market and corporate bonds in addition to international stock market exposure through a variety of high performing international managed funds.

Benefits of a Kovac Private Superannuation Account:

  • Genuinly active and high conviction investment manager, meaning potentially significant outperformance of investment portfolios.
  • Managed in accordance with our robust, disciplined and proven investment philosophy and process.
  • Our online client portal provides you with real time access to your portfolio, account details and more across all of your personal devices. In conjunction with online access we provide quarterly emailed reports and market updates with a personal portfolio commentary.
  • Diversified, transparent investment portfolio with direct ownership in the following asset classes:
  • Direct Australian Shares
  • International Managed Funds
  • Exchange Traded Funds (ETFs)
  • Term Deposits
  • Corporate Hybrid Securities

 

Corporate/Employer Sponsored Superannuation Funds

Professionally managed employee superannuation accounts and ongoing financial advice to employees of businesses of all sizes. read more

We work with employers to build a tailored superannuation service that will allow the employer, in conjunction with Kovac Private Wealth, to provide an outstanding additional service to their employees at no cost to the employer.

Businesses and employers can show their employees they are actively working towards providing better outcomes for their valued staff by providing a high level service that will teach and encourage employees to learn about superannuation and understand how to make the most out of their personal superannuation goals.

All employees of businesses with Kovac Private Superannuation as their default fund will enjoy free ongoing financial advice regardless of the superannuation fund the employee uses. Superannuation is often forgotten or neglected until later in life and it is our mission to educate and promote interest in superannuation to encourage people to make the most of the benefits afforded through the superannuation system. By providing this service free of charge to emoployees we are able to create a culture of financial welbeing within the workplace.

 

Expatriate Superannuation

Ensure your superannuation is looked after while you’re living overseas.When living overseas all too often your superannuation back in Australia is forgotten and left without proper management. Our global focus combined with our custom client software allows Australian expats to benefit from our investment philosophy and a Kovac Private Superannuation Account. read more

We have clients located in:

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  • Brazil
  • Czech Republic
  • Ecuador
  • Hong Kong
  • Kazakhstan
  • Mexico
  • Tanzania
  • The Philippines
  • Solomon Islands
  • Sri Lanka
  • United Kingdom
  • United States
  • Vietnam

 

Kovac Private Investment Accounts

Expertly managed investment portfolios with a proven track record of outperformance. The Kovac Private Investment Accounts are completely transparent investment accounts for self managed superannuation funds, individuals, companies or trusts managed by our expert team of investment managers. read more

A Kovac Private Investment Account typically holds between 25 and 40 individual stocks across the entire spectrum of the Australian share market and corporate bonds in addition to international stock market exposure through a variety of high performing international managed funds.

 

Benefits of a Kovac Private Investment Account:

  • Genuinly active and high conviction investment manager, meaning potentially significant outperformance of investment portfolios.
  • Managed in accordance with our robust, disciplined and proven investment philosophy and process.
  • Our online client portal provides you with real time access to your portfolio, account details and more across all of your personal devices. In conjunction with online access we provide quarterly emailed reports and market updates with a personal portfolio commentary and annual comprehensive tax reports to significantly simplify the accounting process.
  • Diversified, transparent investment portfolio with direct ownership across all majour asset classes and specialised investments and private equity.

 

Risk Assessment and Personal Insurance

Evaluate and secure your wealth and wellbeing against unforeseen financial risks. Our team assesses threats and their potential impact on the achievement of our clients’ goals. This includes personal, occupational, life, disability, and critical care and property risks. We research, identify and arrange the required insurances within the appropriate ownership structures to ensure our clients are protected securely with the best value and tax benefits in place.

 

Kovac Private Wealth Pty Ltd is a Corporate Authorised Representative (number 336134) of SIRA Group Pty Ltd ABN 15 106 922 641 AFSL 278423.