The Kofkin Bond's Podcast

127. Passive Vs. Active Investing

• Active investing requires a hands-on approach, typically by a portfolio manager or other so-called active participant.
• Passive investing involves less buying and selling and often results in investors buying index funds or other mutual funds.
• Although both styles of investing are beneficial, passive investments have garnered more investment flows than active investments.
• Historically, passive investments have earned more money than active investments.
• Active investing has become more popular than it has in several years, particularly during market upheavals.

Jamie and Tony go through both styles and their take on them and what is best for clients.

 

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

126. Strategy, Values & Goals

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 

125. Client Engagement

Client engagement is something that we think we have worked on to differentiate ourselves from our competitors. Taking a holistic view of the client and ensuring a smooth transition and not causing too much friction long the client's journey is something we pride ourselves on.

Willard & Jamie discuss the front end of Kofkin Bond and how client engagement is key to our success 

124. Overcoming Adversity with Nova Peris

In between lockdowns we were able to be a part of an amazing experience with Nova Peris. Kofkin Bond was a proud sponsor of the statue for Nova at Fed Square. It was truly an honour to be a part of the day. 

Nova gave a speech to some friends of Kofkin Bond and we thought it was so powerful that we should have the story told to our listeners. We hope you enjoy the episode from Nova about her achievements and the hurdles she was able to overcome to inspire millions and to set up her legacy.

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

 

123. Cancer Survival with Angelo Salvatore

EVERY DAY IS A GIFT

Angelos story is one that will tug on the heartstrings. He shares the diagnosis that changed his life in 2020.

Amongst all that was happening with the pandemic, Angelo shows great resilience and determination towards life and making it clear that the things that make a meaningful life and the other things that are just noise. 

We thank Angelo for sharing his story. We wish all the best to him and his family and look forward to continuing to provide the best service we can, to ensure they continue to live a meaningful life. 

 

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

122. Make Sure Your Business is Sellable with Kerry Boulton

Long time friend of Kofkin Bond, Kerry Boulton, makes her second appearance on the podcast.

Tony, Jamie & Kerry go through the process of the thought needed for business owners to ensure that they are able to sell their business. Ensure everything is set up internally to bring in external investors. 

 

You can Contact Kerry here:

Kerry Boulton (Holdsworth) Linkedin

There comes a time when the sale of your company will generate enough income to fund the rest of your life.  We call it the Freedom Point.  Click here to calculate your Freedom Point 

 

Want to know how you score on the eight key risk factors or drivers a potential acquirer will look for?  Whether you want to sell your business now or never - your Value Builder Score will give you key insights into what areas to focus on to create the greatest value.  Click here to get your score

121. Perseverance with Michelle Baumgartner

Michelle Baumgartner is the founder of the company, MVB-Health, a motivational and nutritional consulting company focusing on Health, Performance and Weight Loss.

An Australian track athlete and middle distance runner who broke over eleven Victorian and Australian 400 and 800-meter records and won a total of six Australian Championships at 400 meters and 800 meters throughout her short career.

Tony & Jamie discuss Michelle's athletic background and what she is up to now with ensuring people are being the best version of themselves. 

 

Michelle Baumgartner
W: http://michellebaumgartner.info/

I: https://www.instagram.com/most_valuable_body/?hl=en 

F: https://www.facebook.com/michelle.baumgartner.169 

L: https://www.linkedin.com/in/michelle-baumgartner-87123691/ 

 

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

120. Local Hustle with Kate Dillon

Pivoting, local garments and the law - whatever the challenge the founder of SheLion, Kate Dillon has faced and overcome. 

SheLion first launched in 2015 with a collection of luxurious and functional handbags for the empowered woman. Pivoting to creating sweatshirts that represent more than the product. 

Kate enlightens listeners of the story about how 22 businesses banded together to create something truly special during the pandemic, to create an end-to-end Australian supply chain and 100% locally sourced and made range of sweaters featuring the slogans “Actually, I Can” and “Support Local”. 

 

You can connect Kate via these channels 

Kate Dillon 
E: kate@shelion.com.au
W: www.SheLion.com.au
Insta: SheLionBags
FB: / SheLionBags

 

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

119. Start-Up Structure with Marcia Vlahovic

The legal know-how can be a puzzling thought for individuals when they are starting out and their establishing idea into a business. Plenty of things to consider. Jamie and Tony discuss with Special Council of Danaher Moulton - Marcia Vlahovic, on all the requirements for founders to consider 

118. Income & Wealth

Earning a solid income can go a long way to boosting your financial position. But growing your wealth is key to gaining financial independence.

People often confuse income with wealth. They’re similar but they’re not interchangeable. Understanding how they work together can help you plan for your future more confidently.

Jamie & Tony discuss the difference and some strategies for ensuring the longevity of your income and wealth.

 

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 or Anthony Kofkin or tkofkin@kofkinbond.com.au