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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 Apr 13, 2022
Wednesday Apr 13, 2022
The objective here is to build trust, to create an authentic and honest relationship with your customers. The purpose of sharing your story is to create a genuine connection with your customers and excite them with your passion for your brand and your products/service.
Jamie & Willard discuss how personal stories have come into the Kofkin Bond story and how it can bring personalised service to our clients. Also touching on some examples of their lives from the country's origins and some examples of good personal stories they have experienced.
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
Wednesday Apr 06, 2022
Wednesday Apr 06, 2022
Shamsa Lea is an Air Force Veteran of Afghanistan, Papua New Guinea and the Middle East Region, with 13 years of service as a Logistics Officer. She joined the Human Capital team at Deloitte as a Senior Manager in Workforce Transformation- helping organisations drive meaningful and holistic change.
In 2020, Shamsa co-founded Propel Her Australia- The Defence Women’s Leadership Series, an online hub for resources specific to a woman’s career development experience in an Australian Defence and public sector setting. Additionally, she sits on the board of directors for CarryOn Victoria, the leading Veteran Support Organisation for veteran crisis housing in Victoria. Shamsa is also a trained leadership coach, with a special interest in emerging female leaders.
Wednesday Mar 30, 2022
Wednesday Mar 30, 2022
Tracy sits down with Tony & Jamie to talk about her experience with the aviation industry and how she dealt with being a woman in a heavily dominated male industry. Along with her long list of achievements, Tracy is a great symbol of ambition and perseverance to everyone.
Thursday Mar 24, 2022
Thursday Mar 24, 2022
Returning guest and long term friend of Kofkin Bond - Jo Walters, Principal Lawyer at Sterling Walters Lawyers. Jo joins Jamie and Tony to discuss all the implications that can occur at the end of a marriage and a de facto relationship. Going through a bit of a general overview of the process and what to expect.
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
Wednesday Mar 16, 2022
Wednesday Mar 16, 2022
Ocean Floor Music is a music creation, project funding and rewards platform founded by musicians for musicians, their fans and industry.
Sam and Clint are both Co-founders of Ocean Floor Music, they are looking to create wellbeing in the music industry through financial stability, by providing an ecosystem that allows for the entire industry to partner with creators, and ensures that creators retain their royalties.
Rob, Jamie & Tony go through the story of how these two came together and started the music evolution.
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
Wednesday Mar 02, 2022
Wednesday Mar 02, 2022
We welcome Jordan Odd to the Kofkin Bond family.
Jordan enlightens listeners with his life journey that led him to Kofkin Bond & Co and for some, it will show the importance of insurance and the positive impacts it can have on a family in some dire circumstances
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
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
Wednesday Feb 16, 2022
Wednesday Feb 16, 2022
With a lot of conversation in the investment world around ESG and ethical investing. Tony and Willard sit down to discuss greenwashing, industry funds have been notorious for the way position themselves.
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
Wednesday Feb 09, 2022
Wednesday Feb 09, 2022
There has been much concern over the state of the world, geopolitics, inflation, Russia invading Ukraine and of course the lingering COVID-19. A week ago, the ASX200 entered what is known as a 'market correction' when it fell more than 10% during January 2022. At the time of writing, like the US S&P500 and NASDAQ, the index has recovered some ground, but here are the moves since the start of the year.
Jamie and Tony go through all this and the trajectory of Kofkin Bond model portfolios for the coming months
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
Wednesday Jan 19, 2022
Wednesday Jan 19, 2022
For the second year running, the pandemic was the focus for policymakers, markets, businesses, and individuals alike.
If the pandemic has taught us anything, it is to expect the unexpected as new variants of the coronavirus - first Delta and now Omicron – hampered plans to return to a 'new normal'.
Tony & Jamie run through the macro view on everything, touching on inflation, interest rates, share prices, volatile commodity prices and the property boooom! Finishing on what is likely to be ahead of us going into 2022
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