10.3K
Downloads
243
Episodes
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 Feb 01, 2023
Wednesday Feb 01, 2023
In this episode, Jamie & Tony dive into the topic of risk management in investing. They will discuss the various types of risk that investors face, including market risk, credit risk, liquidity risk, and inflation risk. They will provide tips for measuring risk tolerance and explain the importance of investment diversification. Our expert will also discuss the advantages and disadvantages of different investment types, such as stocks, bonds, and real estate. This episode will provide valuable insights and practical tips for individuals looking to minimize risk in their portfolios and achieve their financial goals.
Wednesday Jan 18, 2023
Wednesday Jan 18, 2023
It's the first episode of 2023 and Jamie and Tony announce some exciting news! They also give a quick wrap of how they see the current relationship between Australia & China, the US economy, and how things are playing out in the Australian Commercial Property sector.
Wednesday Dec 07, 2022
Wednesday Dec 07, 2022
Tony and Jamie reflect on what has been a busy and productive 2022. They discuss some of the great initiatives that Kofkin Bond has implemented and how they have enjoyed the continued growth of the team.
Thursday Nov 24, 2022
Thursday Nov 24, 2022
In today's podcast, Tony & Jamie discuss the current Quality of Advice Process review by Ms Michelle Levy. They also talk about the current process that advisers need to follow with their clients and how it can be all too confusing at times.
Friday Nov 18, 2022
Friday Nov 18, 2022
Jordan joins Jamie to discuss how he has found the transition into office life. They discuss the differences, where he draws comparisons, and how he has used specific skillsets learned to be effective in a new role.
Thursday Nov 10, 2022
Thursday Nov 10, 2022
Lucy Claxton joins Tony on our first video-recorded podcast to discuss the important role financial planning has when it comes to Aged Care. Lucy, our accredited Aged Care specialist, explains some of the key decisions families need to make when it comes to Aged Care and the impacts these decisions can have on the client, family, and estate.
Wednesday Oct 19, 2022
Wednesday Oct 19, 2022
Jamie & Tony sit down with Dwayne Fernandes, a double amputee, world record-setting, entrepreneur. Dwayne discusses his recent diagnosis of ADHD and how he has used that energy throughout his life to set world records and help those around him. The team discusses Inclusion & Disability and how Dwayne has used his entrepreneurial spirit and expertise to bring his passions to the community.
Thursday Oct 13, 2022
Thursday Oct 13, 2022
Vaughan & Jamie discuss the recent fine handed down to Kim Kardashian for unlawfully touting a crypto security and ASIC chair, Joe Longo recent comments where he stated that finfluencers are often “extravagant, misleading and unlicensed”.
Friday Oct 07, 2022
Friday Oct 07, 2022
Tony and Maria Dimopoulos are joined by an inspirational special guest being Marziyah Razi. Marziyah shares her incredible story, from seeking asylum from Iran, to working full time during school to pay rent, to studying law whilst maintaining full time work. Marziyah's story is one of hard work and hope, and is only just getting started.
Wednesday Sep 21, 2022
Wednesday Sep 21, 2022
Jamie sits down with Chris and Eden to talk about their attempts to change the world. Chris and Eden are the co-founders of impacted. an early-stage start-up that’s trying to flip the way we measure charity work. The boys discuss how two young punks came to work in the charity space, how the charity sector is broken, what impacted. is and where it's going.