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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
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 Jan 20, 2021
91. Personalised Goals
Wednesday Jan 20, 2021
Wednesday Jan 20, 2021
The advice that is delivered to each client of Kofkin Bond & Co, is personalised to their situation. Once the adviser discusses the goals and ambitions of the client, the adviser can work on personalised strategies to meet those goals.

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