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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 24, 2019
Jul 17, 2019
Jul 17, 2019
31 min
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/
Jul 10, 2019
Jul 10, 2019
25 min
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.
Jul 3, 2019
Jul 3, 2019
11 min
This week's podcast is a bit of an introduction to the newly appointed Senior Associate, Joshua Kofkin. This is a substantial achievement in the career for Joshua. He has graduated through the ranks at Kofkin Bond & Co and voices his motivation and passions for pursuing financial planning.
Jun 26, 2019
Jun 26, 2019
21 min
Tony has arrived back in the chair with Jamie, as they discuss the movements and progression of clients throughout the different life stages. Tony touches on clients from three different age sets, and the different level of planning each stage requires.
Jun 19, 2019
Jun 19, 2019
11 min
We have pre-recorded this weeks episode as Tony has been overseas enjoying his 50th birthday. Tony and Jamie discuss the woes of comparison in regards to memories, body image and super funds portfolios.
Jun 12, 2019
Jun 12, 2019
44 min
Hana Assafiri & Maria Dimopoulos are the next guests that join Jamie & Tony. These women have had amazing lives, they enlighten us with their upbringing and the cultural hardships faced and how they overcame challenges.
Both now working together to give back and help others at a disadvantage whether it's through empowerment with employment at the Morrocan Soup Bar or helping combat the inequality for diversity and gender by providing a platform for migrants & refugee women and relevant practitioners to coordinate engagement and strategic direction.
Jun 5, 2019
Jun 5, 2019
43 min
This week's podcast follows the incredible journey founder of Just Tea Towels, Leo Momesso. We hear about a childhood of working in his father shop, to the many trials and tribulations of starting a business and being an entrepreneur. This is certainly an inspiring talk that proves, hard work pays off.
May 29, 2019
May 29, 2019
24 min
This week's podcast sees Jamie and Tony discussing how technology has impacted the world, and what potential sectors have huge growth in the upcoming decade.
How Big T's nickname has come back to the light, and how social media has given marketing a complete facelift, with being able to direct consumers with great precision.
enquiries@kofkinbond.com.au | 03 9111 2675
May 22, 2019
May 22, 2019
38 min
This week on the podcast we have Kate Thomas, Kate is a Clinical Hypnotherapist. She works with her clients with her vast blend of professional training and life experience to empower them by working through old beliefs and patterns to formulise solution to more beneficial healthy beliefs to enable them to be able to reach their full potential.
At Kofkin Bond & Co we believe in the working from Kate and try to identify areas of strengths.
if you are interested in learning more about Kate, follow her at https://www.facebook.com/KateLThomasMindenergetixPractitioner/ or her website - http://www.katelthomas.com/about-kate/
enquiries@kofkinbond.com.au | 03 9111 2675