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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
Dec 17, 2020
Dec 17, 2020
31 min
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.
Dec 9, 2020
Dec 9, 2020
25 min
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.
Dec 2, 2020
Dec 2, 2020
22 min
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.
Nov 25, 2020
Nov 25, 2020
25 min
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.
Nov 19, 2020
Nov 19, 2020
13 min
Nov 11, 2020
Nov 11, 2020
17 min
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.
Nov 5, 2020
Nov 5, 2020
14 min
Oct 29, 2020
Oct 29, 2020
37 min
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.
Oct 21, 2020
Oct 21, 2020
21 min
In today’s podcast, Jamie chats with Matt and Lucy from our Sydney office about Lucy’s first month in the role. Lucy goes through the expected and unexpected parts of financial advice, what she loves about the industry so far and her passion for getting people excited about their finances. Matt discusses all things behavioural finance and concludes that financial advice is a lot less daunting than it seems.
Oct 14, 2020
Oct 14, 2020
18 min