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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 Nov 20, 2019
Wednesday Nov 20, 2019
This week's podcast might not be a hot topic for most. Tony flexes his knowledge on how to ensure you have the best strategy to plan for retirement. The discussion was brought to the attention as Josh Frydenberg announces the Australian aging population may have to work longer with the warning of an economic and fiscal timebomb facing the country.
Tony enlightens with the strategies of planning for retirement with downsizing, allocation of funds and to ensure you have the best plan for retirement.
Wednesday Nov 13, 2019
Wednesday Nov 13, 2019
How we invest!! This is a hot point of conversation with our clients and prospects. Tony & Jamie enlighten and defined the three types of asset allocation that we have chosen to focus on our portfolios. The reasons we have used these and the examples that highlight certain company advancements throughout the years.
Wednesday Nov 06, 2019
Wednesday Nov 06, 2019
This week's podcast explores how to measure and achieve your goals. Being able to pull apart a goal and ensure you complete the steps within and also if a failure occurs how to turn it into a positive
Tony and Jamie discuss goals ranging from the business and the Ironman coaching days of Tony, one of his students set the goal to complete an Ironman within 10hours, this substantial goal wasn't achieve and wasn't deemed a failure as it gave other benefiting factors to his life as well set him up to smash the goal in the following year.
Wednesday Oct 30, 2019
Wednesday Oct 30, 2019
This week's podcast will be going through the value of spending at different life stages. With Tony, Jamie, Paul & josh all sitting in giving there approaches to spending and savings and how it has shifted throughout their lives and how they value the money they spend.
Being able to identify your values and the objectives you look to achieve with your money is something we focus on with our client objectives. The example given by Jamie and Josh, being the youngest has spent money on socialising, with paul and tony their priorities being focus predominately on their children.
Wednesday Oct 23, 2019
Wednesday Oct 23, 2019
With the up and downs of the market is it hard to ensure that you have the best strategy fit for your circumstances for meeting your financial objectives.
Wednesday Oct 16, 2019
Wednesday Oct 16, 2019
This week's podcast host is our Principal Adviser, Paul Conte.
Paul and Tony discuss how obtaining harmony with their lives. With life commitments and the changes with the educational standards within the financial planning industry, have required time allocation for our advisers to be precise. Tony and Paul give great examples of how they achieved their balance and created harmony within their lives.
We would love to hear about yours, comment or email us on enquiries@kofkinbond.com.au
Wednesday Oct 09, 2019
Wednesday Oct 09, 2019
No, the title is not talking about the hosts. This weeks podcast touches on an article shared by a friend of the firms that discusses the complexity of the Australian economy or lack there of. Tony & Jamie use some points highlighted to discuss why Kofkin Bond & Co don't have a home town bias and why we look internationally when investing.
Wednesday Oct 02, 2019
Wednesday Oct 02, 2019
This week's podcast goes through the history of the market and what the future may present itself.
With a little glimpse into the investment thought process for Kofkin Bond's client's investment portfolios. Tony enlightens about previous tech companies and how it is not all about finding the next Amazon but ensuring the safeguard through the diversification in the investment portfolios.
Wednesday Sep 25, 2019
Wednesday Sep 25, 2019
This weeks podcast sheds light on the desire to find your passion or enthusiasm towards your career. Tony enlightens how his passion is to educate his clients in regards to fund management, and to paint the scene of their position and to formulate the journey towards their goal.
Wednesday Sep 18, 2019
Wednesday Sep 18, 2019
This weeks podcast is all about getting in early. Tony and Jamie discuss how a clients decision to help educate their kids around investments and the long term benefits that people get by the compound effect. A small sacrifice now can be a massive difference in the future. The time for investing is now!