16.5K
Downloads
290
Episodes
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
Nov 17, 2021
Nov 17, 2021
59 min
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
Nov 12, 2021
Nov 12, 2021
17 min
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
Nov 4, 2021
Nov 4, 2021
23 min
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
Oct 27, 2021
Oct 27, 2021
27 min
In the end, life is an adventure. It’s all about the journey, not the destination.
Jamie and Tony go through 13 life lessons he has acquired through his years. The podcast goes through each one and Tony and Jamie discuss each of the lessons with some personal examples.
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
Oct 20, 2021
Oct 20, 2021
17 min
SMSF has been a strong part of older people financial lives. Promoted from accountants for years. Tony & Jamie discuss their capabilities of them and their downfalls.
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
Oct 13, 2021
Oct 13, 2021
28 min
We would like welcome to the newest employee, Vaughan Smith. Jamie and Tony discuss Vaughan take on the industry and his previous experiences and his journey to Kofkin Bond.
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
Oct 6, 2021
Oct 6, 2021
22 min
When your relationship is over, it’s hard to get used to solo life. But there is life after divorce – and hope for happiness
A divorce can be a tumultuous time of financial and emotional strain. Feelings are hurt, financial support and security are changing, and a complete lifestyle alteration occurs during and after divorce.
Tony and Jamie discuss how we support clients when they go through this complex time and ways to ensure their security.
Sep 30, 2021
Sep 30, 2021
15 min
- 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
Sep 22, 2021
Sep 22, 2021
14 min
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
Sep 16, 2021
Sep 16, 2021
18 min
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