The Kofkin Bond’s Podcast

27. Getting Involved

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!

26. The Difference - Strategic Based Advice

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. 

25. Investment Ideology with Erica Hall

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

24. Brand Identity with Richard Henderson

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. 

23. Leadership

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. 

 

22. Insurance Claims & Asset Allocation

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. 

21. Long Term Goals

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/ 

20. Self Managed Super Funds

19. Synergy with Jo Walters

This weeks episode goes into the collaboration between accountants, solicitors and financial planners. Jo Walters was a solicitor at a large law firm, building a reputable career within that organisation. Then decided to step away, to pursue her own firm and to service the clients how she felt best. Jo and Tony have been working together for 6 years because of their desire to ensure that their clients receive the best service. 

To get more information on Jo Walters, please email her at jo@sterlingwalter.com.au or visit the website, http://www.sterlingwalters.com.au/ 

18. Considerations

Tax breaks! Comfortable retirement! Superannuation!

Tony and Jamie discuss the revolutionary initiative put in place by Paul Keating in the mid-90s, Superannuation. The discussion revolves around the positive impacts superannuation has on the Australian way of life and the tax benefits it can be utilised for. The passion radiates through Tony in this podcast, tune in to enlighten yourself and maybe some helpful tips on how you can better set yourself up today.