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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
Jul 29, 2020
Jul 29, 2020
47 min
A conversation based around the succession of a business.
Tony, Jamie & Cristean discuss the implication of not having the right framework in place for your business and the fall out if something was to go wrong and you are not prepared.
Jul 22, 2020
Jul 22, 2020
30 min
This week's podcast is with Intellectual Property lawyer Lisa Fitzgerald. Lisa, Jamie & Tony go through the importance of ensuring you keep your IP safe with ensuring you have the right support.
https://www.linkedin.com/in/lisamfitzgerald/
Jul 15, 2020
Jul 15, 2020
22 min
This week Jamie and Tony discuss what it takes to be a business owner and the characteristics that are required. With the example of clients and their ambitions and another example from Phillip Knight, founder of Nike.
Jul 7, 2020
Jul 7, 2020
28 min
As announced on Monday (6th July), a long-standing employee of Kofkin Bond & Co, Jamie Ardern became a Partner.
Tony interviews Jamie about his experiences, projects and the progress achieved in his 5 years.
Jul 2, 2020
Jul 2, 2020
17 min
This week's Tony and Jamie discuss market downturns, what they occur how often they have happened and how to ensure that you can capitalize on them.
Jun 25, 2020
Jun 25, 2020
19 min
This week's Tony and Jamie discuss matters around the world of Debt. The definition of what bad debt is and how to leverage existing assets and equity and leveraging that with debt and the ability to be tax-effective towards a growth strategy.
Jun 17, 2020
Jun 17, 2020
15 min
After another recent shock to a client, Tony & Jamie take some time to reflect on the importance of insurance, and the assistance it can provide families in hard times. Since our first podcast which followed the same topic on February 19th, 2019, Kofkin Bond & Co has seen a further $4,000,000 in claims paid to clients and their families.
Jun 10, 2020
Jun 10, 2020
19 min
In today's podcast, Tony and Jamie discuss the current state of the markets, what could happen if we see COVID cases rise again in the coming month, how the recent Global protests could be a good test case to see if we do get hit by a second wave due to no social distancing, how we have successfully positioned our portfolios and how we see the coming 3-5 years.
Jun 3, 2020
Jun 3, 2020
27 min
May 28, 2020
May 28, 2020
39 min
Leigh is a lifestyle entrepreneur and the founder of Million Dollar Business Club.
Leigh and Tony do go back for several years. Leigh, Jamie, and Tony delve into the emotional and business growth and success that has been achieved through Leigh's guidance, the inspirational retreats, and how Leigh works with serial entrepreneurs in helping guide them towards understanding their personal journey.
As a business coach to highly successful people, Leigh helps them stay on the journey and opens up your mind to new ideas a