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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 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!
Wednesday Sep 11, 2019
Wednesday Sep 11, 2019
This week's podcast has both of Kofkin Bond's advisers, Tony and Paul. Both go through the changes that the industry is undertaking and the now professional requirements to maintain the status of being a financial planner. They also enlighten listeners on how they differ from other financial planners, and how they ensure they are providing their most tailored advice for the client.
Friday Sep 06, 2019
Friday Sep 06, 2019
This week's podcast takes us on a journey with Morningstars Senior Manager for Advisor Solutions, Erica Hall.
Erica sheds light on the thought process of consumers with a detailed explanation of recent studies conducted around the world and how we react to choice. How we can be influenced by market noise and how our human emotions can serve us well in certain circumstances but poorly in others.
At Kofkin Bond & Co we find when building client portfolios and strategies it is important to take biases away, understanding the way people react, and to stay on course for the desired long term outcomes.
To find out more about Erica, please follow her on LinkedIn.
www.kofkinbond.com.au | 0391112675
Wednesday Aug 28, 2019
Wednesday Aug 28, 2019
This week's podcast has probably the most known graphic designer in Australia, working on such iconic Australian organisations. Some of the organisations have been featured on the world stage, his work may radiate some nostalgia.
In the podcast, Richard goes into precise detail about how he has been able to produce outstanding work for his clients that lasts an impression for a lifetime. The psychology behind the logo. The stories are truly captivation and we hope the discussion brings you joy and wonder as much has it has done to us.
To find out more about Richard Henderson you can find him on email, LinkedIn or through his website.
Wednesday Aug 21, 2019
Wednesday Aug 21, 2019
This weeks topic is around the topic of Leadership & Management. Tony and Jamie go into detail on their thoughts on the leaders from all around the globe, with examples from Oprah Winfrey, Richard Branson & Steve Jobs. These inspiring leaders have given a significant influence on the foundations of Kofkin Bond & Co and the way the business operates. Tony gives his recommendations on what he believes to be the base for a good leader and some book endorsements to some of his favourites.
Wednesday Aug 14, 2019
Wednesday Aug 14, 2019
This week podcast goes through Industry Funds, Tony mentioning its the "biggest smoke and mirrors" he has seen in his 3 decades within the industry.
Talking insurance claims, the last 12 months has been quite tough on the staff of Kofkin Bond. Although the relief we can provide to these clients enlightens the task, the reduction of the complexity and to take on that unpleasantness off the clients to ensure the best outcome is achieved.
Wednesday Aug 07, 2019
Wednesday Aug 07, 2019
After the Australian market hitting it all the time of 6,928 last week, there has been a dramatic drop in the entire share market of 5% over the last couple of days. The trade war going on between the USA and China, being the root cause. Tony elaborates on why he isn't concerned about the sudden market drop and his insight into why he isn't a concern and if anything. sees the shift in the market as an opportunity.
03 9111 2675 | https://kofkinbond.com.au/
Wednesday Jul 24, 2019