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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
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 Jan 13, 2021
90. Culture Strategy Purpose with Robert Tigani
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
Market Update - January
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
89. The Year That Was
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
88. Private Equity & Venture Capital Journey
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
87. Introducing Sean Currie
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.

Wednesday Nov 25, 2020
86. The Benefits of Corporate Advisory & Business Coaching
Wednesday Nov 25, 2020
Wednesday Nov 25, 2020
There are a lot of benefits to having the right people on your side. Making sure you have a team not just pumping up your tyres and not scared to say something against you.
Jamie and Tony discuss how with the right team your business and goals can be achieved.

Thursday Nov 19, 2020
85. Key Person Risk
Thursday Nov 19, 2020
Thursday Nov 19, 2020

Wednesday Nov 11, 2020
84. Why it's Never too Late to Start Investing
Wednesday Nov 11, 2020
Wednesday Nov 11, 2020
Tony & Jamie discuss that regardless of your age that it is not too late to get investing. The stock market has been the biggest wealth creator known to mankind. Taking advantage of that is paramount, whatever life stage you are at.

Thursday Nov 05, 2020
83. Procrastination
Thursday Nov 05, 2020
Thursday Nov 05, 2020

Thursday Oct 29, 2020
82. Property Development with Brook Monahan
Thursday Oct 29, 2020
Thursday Oct 29, 2020
This week’s podcast looks to the sunny state. Jamie & Tony speak with Brook Monahan Founder and Managing director of Mosaic Property group and on how their fully integrated design-led, development and construction business operating in South East Queensland has continued to be loved by their clients for over 20 years.
Mosaic is a unique property group with a holistic approach that sees it control the entire development cycle from research and acquisition through detailed design, development, marketing, sales, and construction, to managing the assets upon completion. With over $1 billion of projects either delivered, under construction or in the immediate pipeline, and with more than 110 team members, and over 2,000 consultants and sub-contractors, Mosaic is a highly regarded and awarded leader in the industry, contributing significantly to Queensland’s economy.
