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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 12, 2023
Wednesday Apr 12, 2023
Tony is joined by Kofkin Bond & Co's Investment Committee economist Dr Peter Mavromatis. An investment professional with over 20 years of experience across the financial market spectrum, Mav holds a Doctor of Philosophy, a Bachelor of Commerce with Honours and a Master of Economics with Honours. He also holds a number of industry-level qualifications.
Tony and Mav highlight the importance of understanding the macro environment in order to make informed decisions about investments, economic policies and strategies. They also discuss the current macro environment and how it is shaped by a number of factors including geopolitical tensions, central bank policies and trade disputes.
Wednesday Mar 22, 2023
Wednesday Mar 22, 2023
Jamie and Tony sit down with Rob Revis, Managing Director, and Josh Little, Marketing Director, from Ticketblaster. Ticketblaster provides premium access to sporting events, concerts and live shows around Australia and globally. Ticketblaster are a valued charity partner of Kofkin Bond & Co's charitable giving program.
Tuesday Mar 07, 2023
Tuesday Mar 07, 2023
Blockchain and Web 3.0 have been hot topics in the technology industry for a few years now, but many people are still unsure about what they are and how they work. In this podcast, we will explore the ins and outs of these technologies with Ty Grupel, an expert in Blockchain and Web 3.0.
Ty Grupel is a blockchain and cryptocurrency consultant with over 10 years of experience in the industry. He has worked with numerous startups and established companies to implement blockchain technology and has advised investors on cryptocurrency investments. In this podcast, Ty will share his knowledge and insights on blockchain and Web 3.0, their potential applications, and their impact on various industries.
Friday Feb 24, 2023
Friday Feb 24, 2023
Jamie & Tony bring some exciting news to the podcast. They discuss how they will be developing content moving forward and some of the amazing guests that they are about to host. Stay tuned!
Wednesday Feb 01, 2023
Wednesday Feb 01, 2023
In this episode, Jamie & Tony dive into the topic of risk management in investing. They will discuss the various types of risk that investors face, including market risk, credit risk, liquidity risk, and inflation risk. They will provide tips for measuring risk tolerance and explain the importance of investment diversification. Our expert will also discuss the advantages and disadvantages of different investment types, such as stocks, bonds, and real estate. This episode will provide valuable insights and practical tips for individuals looking to minimize risk in their portfolios and achieve their financial goals.
Wednesday Jan 18, 2023
Wednesday Jan 18, 2023
It's the first episode of 2023 and Jamie and Tony announce some exciting news! They also give a quick wrap of how they see the current relationship between Australia & China, the US economy, and how things are playing out in the Australian Commercial Property sector.
Wednesday Dec 07, 2022
Wednesday Dec 07, 2022
Tony and Jamie reflect on what has been a busy and productive 2022. They discuss some of the great initiatives that Kofkin Bond has implemented and how they have enjoyed the continued growth of the team.
Thursday Nov 24, 2022
Thursday Nov 24, 2022
In today's podcast, Tony & Jamie discuss the current Quality of Advice Process review by Ms Michelle Levy. They also talk about the current process that advisers need to follow with their clients and how it can be all too confusing at times.
Friday Nov 18, 2022
Friday Nov 18, 2022
Jordan joins Jamie to discuss how he has found the transition into office life. They discuss the differences, where he draws comparisons, and how he has used specific skillsets learned to be effective in a new role.
Thursday Nov 10, 2022
Thursday Nov 10, 2022
Lucy Claxton joins Tony on our first video-recorded podcast to discuss the important role financial planning has when it comes to Aged Care. Lucy, our accredited Aged Care specialist, explains some of the key decisions families need to make when it comes to Aged Care and the impacts these decisions can have on the client, family, and estate.