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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
Episodes
Wednesday Feb 23, 2022
Wednesday Feb 23, 2022
Money management has been a huge stressor to many Australians. We believe it is the basis to sound financial advice, at our first discovery meeting with the client, we can gauge going how confident clients are around the subject. Lucy has been crowned as our in-house specialist for money management, she joins Jamie and Tony to discuss the matter.
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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