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We are a financial planning firm located in Melbourne. We are using this podcast as a channel to showcase what we provide to clients and to enlighten listeners in what we could potentially do for them. Like more information contact the office 03 9111 2675
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Wednesday Sep 22, 2021
Wednesday Sep 22, 2021
Following up from last week. Tony discusses once we have obtained an understanding f the client we want to ensure that the strategies are going to met their short & long-term goals that are aligned to their values.
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au
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