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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
Jun 1, 2022
Jun 1, 2022
13 min
There is plenty of noise around for everything that is happening within our economy and the stock market. Maintaining rationality is paramount for these times and approaching things analytically. Tony and Jamie discuss these matters and how we are changing the portfolios.
May 26, 2022
May 26, 2022
12 min
To ensure you are doing things for the right reasons, you have to undress your goals and get down to understand why you want to achieve them. Willard and Tony sit down to discuss goals and how they can be good to understand the WHY.
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
May 18, 2022
May 18, 2022
39 min
A life filled with adventure and curiosity, this week's guest Fergal Coleman has travelled around the world and has been a part of many ventures. He has learnt a hell of a lot along the way and his insight into his life and what he is up to now will be insightful for many of our listeners.
You can find more about Fergal on his LinkedIn and the Symphony3 Website
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
May 11, 2022
May 11, 2022
22 min
With plenty happening within the Australian & Global economy, interest rates are rising worldwide and it is causing some stress around borrowers. Vaughan and Tony sit down to discuss the issues around the property market and the potential outcome.
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
May 4, 2022
May 4, 2022
44 min
A life working with some of the most talented and well known within Australia, Stuart Gibson sits down to have a chat with Tony and Jamie about all things Hollywood stars and the implications of influencers talking financial products and how the ASIC and the laws about media have their implications on them all.
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
Apr 27, 2022
Apr 27, 2022
23 min
Today Lucy sits down with Tony and discusses all the implications for aged care. Lucy gives plenty of insight into what happens for someone to end up needing aged care and the strategies that we can implement for our clients to ensure some transition.
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
Apr 20, 2022
Apr 20, 2022
20 min
It seems like June 30 rolls around quicker every year, so why wait until the last minute to get your finances in order?
With all the disruption and special support measures of the past two years, it’s possible your finances have changed. So it’s a good idea to ensure you’re on track for the upcoming end-of-financial-year (EOFY).
Starting early is essential to make the most of the opportunities on offer when it comes to your super and tax affairs.
Jamie and Tony discuss some, ideas you can do to ensure you are ready for the end of the financial year
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
Apr 13, 2022
Apr 13, 2022
19 min
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
Apr 6, 2022
Apr 6, 2022
31 min
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.
Mar 30, 2022
Mar 30, 2022
1hr 1 min
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.