01
AI & Compute
Data centres, chips, power and the businesses selling into them. A capex cycle measured in decades.
Trusted advice. For wealth meant to last.
Karl Goody · Private Wealth Adviser · Shaw and Partners
Firm AUM
A$55b
Offices nationally
7
Years advising
14
01 About
Portfolios built for decades. Not quarters.
Karl started his career in risk management at Deloitte before moving into private wealth. He joined Shaw and Partners in 2013 and now advises many of the same families more than a decade on.
Many of Karl's clients have been with him for the better part of a decade. Relationships that started with a founder or business owner now extend to their children, and in some cases their grandchildren — building, protecting, and eventually passing on the wealth they built.
His work centres on structuring portfolios that prioritise income, control, and long-term stability. Clients benefit from access to Shaw and Partners' institutional network, alongside direct investment opportunities where appropriate.
The focus is practical. Build portfolios that perform through real market conditions and give clients clarity and confidence over time.
- Role
- Private Wealth Adviser
- Firm
- Shaw and Partners Limited
- Advising since
- 2013
- Qualifications
-
Graduate Diploma of Financial Planning · Kaplan
Master of Applied Finance · Kaplan
Bachelor of Commerce & Finance · Flinders University
Accredited Derivatives Adviser, Levels 1 & 2
Margin Lending Accreditation - Membership
- FINSIA — Financial Services Institute of Australasia
- Authorisation
- ASIC Auth Rep 448834 · AFSL 236 048
- Location
- Level 7, Chifley Tower · Sydney
02 How I work
Four steps. In order.
Step one
Discuss. Understand the client, not just the numbers.
Goals, time horizon, income needs, and risk tolerance are defined early. Priorities and constraints are determined before any decisions are made.
Step two
Translate. Turn goals into an investable plan.
Clear return targets, risk limits, and structure are set. Liquidity needs, current structures and portfolio purpose guide the framework.
Step three
Execute. Implement a portfolio that reflects that plan.
Global assets are selected with intent. Each position has a role. Conviction and goals drive sizing. Diversification manages what cannot be predicted, managing risk.
Step four
Ongoing review. Review together. Adjust when life changes.
Regular reviews keep the portfolio aligned. Performance, risk, and positioning are tested against the plan. Every change is deliberate to continue achieving your financial goals.
03 Structural themes
Six themes shaping markets. Defining.
A snapshot of major themes Karl leverages to create globally diverse, risk aware portfolio's for today's rapidly changing age.
02
Energy transition
Uranium, copper, transmission, storage. The physical rebuild sitting behind the electrification story.
03
Global defence
Sustained rearmament across NATO, the Indo-Pacific and AUKUS. A decade of order book visibility.
04
Precious metals
Central bank demand, fiscal drift, and the long memory of markets. A hedge, sized as one.
05
Asian consumption
India, Japan, ASEAN. The demographic and consumption arc Australian portfolios usually underweight.
06
Australian equities
Benchmark-aware and income-conscious. Built around research, local knowledge and a long term view.
04 Interviews & recordings
On the record. In context.
Longer-form conversations on Shaw and Partners along with themes shaping the next decade.
05 Notes
From the desk.
Shaw and Partners · Investment Perspectives
Oil, conflict and power.
The June quarterly opens with the new energy crisis — from Hormuz to global markets — and widens out into the questions most private investors are asking this cycle: why the adviser–client relationship still matters, the market outlook for the June quarter, and royalties as an emerging source of long-duration returns.
Shaw and Partners · Investment Perspectives
Power, tariffs and territory.
The March quarterly looks at how America First is reshaping markets and alliances — the 'Don-Roe' doctrine, tariffs, and territory — alongside the 2026 market outlook, the case for emerging-market value, and the great wealth transfer underway in Australia.
The themes set the table for what has played out this year. Useful context if we're going to talk about the next twelve months.
06 Contact
Start with a chat. No obligation.
A 20-minute introduction is usually enough to work out whether a conversation is worth continuing. There is no expectation on either side.
Message received.
Karl will be in touch within one business day — usually the same day, usually by phone. If it's urgent, the direct line is 02 9238 1305.
Direct line
02 9238 1305
Email
kgoody@shawandpartners.com.au
LinkedIn
in/karlgoody
Office
Level 7, Chifley Tower
2 Chifley Square, Sydney 2000
2 Chifley Square, Sydney 2000