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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 3, 2021
Mar 3, 2021
16 min
Tony discusses with Jamie how storytelling, relationship building and establishing trust is the essential pillar to financial planning.
Feb 26, 2021
Feb 26, 2021
23 min
In this week's episode, Jamie is joined by senior associate Sean to discuss the magic behind the scenes. They delve into the work that goes into a client's strategy, the research involved, and what Sean loves most about a client's journey.
Feb 18, 2021
Feb 18, 2021
18 min
In this week's episode, Tony & Jamie discuss Venture Capital funds and how Kofkin Bond & Co manages the money of investors who seek private equity stakes in startups and small- to medium-sized enterprises with strong growth potential.
Feb 10, 2021
Feb 10, 2021
26 min
Matt and Jamie, go through their money stories as they came into adulthood and some suggestions around ho to be better with money.
Feb 4, 2021
Feb 4, 2021
18 min
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.
Feb 2, 2021
Feb 2, 2021
2 min
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
Jan 27, 2021
Jan 27, 2021
37 min
"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.
Jan 20, 2021
Jan 20, 2021
17 min
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.
Jan 13, 2021
Jan 13, 2021
43 min
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
Jan 8, 2021
Jan 8, 2021
3 min
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.