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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
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
Wednesday Jan 12, 2022
Wednesday Jan 12, 2022
We start the year with a brief reflection on the year that was and then some of the things we will be delivered in 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
Wednesday Dec 08, 2021
Wednesday Dec 08, 2021
Vaughan and Tony sit down and talk through the dynamic of a family business and some of the more successful and well-known family businesses.
Thursday Nov 25, 2021
Thursday Nov 25, 2021
There has been much to say about the Buy Now Pay Later industry and its approach to consumers, Jamie and Willard discuss the topic and go into some personal views on both services.
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 Nov 17, 2021
Wednesday Nov 17, 2021
There have been many times where luck favours the bold and many will claim they were an overnight success. As a longtime listener of the podcast, we have been able to share many stories of entrepreneurs and their battle to build their brands and legacy.
Today's episode is no different, Tobi Skovron (CEO CreativeCubesco) has created a flexible way of working and the traction wasn't halted but accelerated during the pandemic. His forward-thinking of his brands and the value it brings to the customers is paramount.
Long term friend of Tony, they go back on some history and go through the journey of Tobi and his ventures and the struggles from them.
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
Tobi Contact
Friday Nov 12, 2021
Friday Nov 12, 2021
Have you ever found yourself in a situation where you can't believe you are here and that may not meet the expectation? Jamie & Vaughan discuss the definition, the types and their own experiences with it.
Imposter syndrome is loosely defined as doubting your abilities and feeling like a fraud. It disproportionately affects high-achieving people, who find it difficult to accept their accomplishments. Many questions whether they're deserving of accolades
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
Thursday Nov 04, 2021
Thursday Nov 04, 2021
Globally Downtowns are still ghost towns. As one of the first developed economies to start “living with COVID” – many have looked to the US to what “return to the office” might look like. And the picture is still bleak if you’re a business that thrives on city offices coming back to life.
Vaughan steps up and has a chat about the current situation around the commercial property and why we don't have any allocation in our model portfolios.
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