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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
Mar 24, 2022
Mar 24, 2022
47 min
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
Mar 16, 2022
Mar 16, 2022
44 min
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
Mar 2, 2022
Mar 2, 2022
30 min
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
Feb 23, 2022
Feb 23, 2022
25 min
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
Feb 16, 2022
Feb 16, 2022
25 min
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
Feb 9, 2022
Feb 9, 2022
17 min
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
Jan 19, 2022
Jan 19, 2022
19 min
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
Jan 12, 2022
Jan 12, 2022
11 min
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
Dec 8, 2021
Dec 8, 2021
19 min
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.
Nov 25, 2021
Nov 25, 2021
11 min
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