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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 10, 2021
Wednesday Feb 10, 2021
Matt and Jamie, go through their money stories as they came into adulthood and some suggestions around ho to be better with money.
Thursday Feb 04, 2021
Thursday Feb 04, 2021
Jamie and Matt discuss behavioural decisions. Matt gives definition to some biases that some clients experience and how he incorporates them into his advice delivery.
Tuesday Feb 02, 2021
Tuesday Feb 02, 2021
Tony goes through the month that was some optimism around the US rally with Biden taking the White House. China has its lowest growth since 1976
Wednesday Jan 27, 2021
Wednesday Jan 27, 2021
"Built to Last" is the first book by Jim Collins, he states with Jerry l. Porras 12 myths about visionary companies. Jamie and Tony discuss these myths and give their take on each one.
Myth 1: It takes a great idea to start a great company.
Myth 2: Visionary companies require great and charismatic visionary leaders
Myth 3: The most successful companies exist first and foremost to maximize profits.
Myth 4: Visionary companies share a common subset of "correct" core values.
Myth 5: The only constant is change.
Myth 6: Blue-chip companies play it safe.
Myth 7: Visionary companies are great places to work, for everyone.
Myth 8: Highly successful companies make their best moves by brilliant and complex strategic planning.
Myth 9: Companies should hire outside CEOs to stimulate fundamental change.
Myth 10: The most successful companies focus primarily on beating the competition.
Myth 11: You can't have your cake and eat it too.
Myth 12: Companies become visionary primarily through "vision statements.
Wednesday Jan 20, 2021
Wednesday Jan 20, 2021
The advice that is delivered to each client of Kofkin Bond & Co, is personalised to their situation. Once the adviser discusses the goals and ambitions of the client, the adviser can work on personalised strategies to meet those goals.
Wednesday Jan 13, 2021
Wednesday Jan 13, 2021
Welcome back, listeners. We start the year with an old school mate of Tonys, Robert Tigani, Managing Director of Azzura Consulting. Rob gives an insight into the way he works with his clients in the delivery of his three pillars. Culture Strategy Purpose.
https://au.linkedin.com/in/robert-tigani-26241712
Friday Jan 08, 2021
Friday Jan 08, 2021
Willard gives an update on what's happening in the US at the moment regarding protesting, senate and the record high of the stock market. As well as an update on things back home.
Thursday Dec 17, 2020
Thursday Dec 17, 2020
2020 was a wild time. With plenty of highs and plenty of lows, two acquisitions, a rebrand, a licensee change, an office move, a global pandemic, and to finish off the year with our official office opening. Jamie and Tony discuss all these in our final podcast for the year.
Wednesday Dec 09, 2020
Wednesday Dec 09, 2020
Starting with an idea, building it into a reality can be an exhilarating experience. Tony and Jamie discuss the journey that founders go through with their companies and the options for listing or getting private equity or venture capital money for their expansions.
Wednesday Dec 02, 2020
Wednesday Dec 02, 2020
In this week's podcast, we introduce our new Senior Associate Sean Currie and discuss his journey into the world of financial planning. We ask his thoughts on the industry, how he sees its future and what excites him most about his new role at Kofkin Bond & Co.