Shows
The Kofkin Bond's Podcast161. Introducing Kieren CacoutasWelcome one of our recent hires, Kieren Cacoutas. He has come on board as a Client Services Officer, working on the integration of new clients and the engagement of clients for their annual review. Kieren brings joy to our office conversation, Vaughan and he worked together in a previous organisation and that was how he was introduced to Kofkin Bond.
Thank you for the time Kieren, looking forward to your growth within the company.
0391112675 | enquiries@kofkinbond.com.au
2022-07-2707 minThe Kofkin Bond's Podcast157. Perfect Storm for MarketsIt has been a tough year thus far for markets faced with a laundry list of concerns, including the ongoing pandemic and economies being shut down, surging inflation, the Russia/Ukraine war and central bank tightening seen around the world.
At the start of the year, it was unknown but it has all come to head and we are now seeing the effects all everything that has occurred and its effect. Tony goes through the implications and the direction Kofkin Bond is taking.
If you have any questions or would like to chat, ple...2022-07-0115 minThe Kofkin Bond's Podcast155. Refugee Ambition with Andy TranWe have been able to share many different journeys on ur podcast and Andy's journey from being a refugee from South Vietnam. Travelling to Australia via boat with his parents when he was just two years old, then integrated into Australian life and the challenges he faced and has overcome to become such an advocate for Vietnamese Australians. We celebrate Andy's success and look forward to seeing what he will achieve in the future.
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.a...2022-06-0846 minThe Kofkin Bond's Podcast153. Understand the WHY in our GoalTo ensure you are doing things for the right reasons, you have to undress your goals and get down to understand why you want to achieve them. Willard and Tony sit down to discuss goals and how they can be good to understand the WHY.
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au
2022-05-2612 minThe Kofkin Bond's Podcast152. Jett-Setting & Digital Solutions with Fergal ColemanA life filled with adventure and curiosity, this week's guest Fergal Coleman has travelled around the world and has been a part of many ventures. He has learnt a hell of a lot along the way and his insight into his life and what he is up to now will be insightful for many of our listeners.
You can find more about Fergal on his LinkedIn and the Symphony3 Website
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au2022-05-1839 minThe Kofkin Bond's Podcast151. Residential Property PressureWith plenty happening within the Australian & Global economy, interest rates are rising worldwide and it is causing some stress around borrowers. Vaughan and Tony sit down to discuss the issues around the property market and the potential outcome.
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au
2022-05-1122 minThe Kofkin Bond's Podcast150. Finfluencers, Hollywood Stars & Media Law with Stuart GibsonA life working with some of the most talented and well known within Australia, Stuart Gibson sits down to have a chat with Tony and Jamie about all things Hollywood stars and the implications of influencers talking financial products and how the ASIC and the laws about media have their implications on them all.
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au
2022-05-0444 minThe Kofkin Bond's Podcast149. Aged Care 101Today Lucy sits down with Tony and discusses all the implications for aged care. Lucy gives plenty of insight into what happens for someone to end up needing aged care and the strategies that we can implement for our clients to ensure some transition.
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au
2022-04-2723 minThe Kofkin Bond's Podcast148. Get Ready for JuneIt seems like June 30 rolls around quicker every year, so why wait until the last minute to get your finances in order?
With all the disruption and special support measures of the past two years, it’s possible your finances have changed. So it’s a good idea to ensure you’re on track for the upcoming end-of-financial-year (EOFY).
Starting early is essential to make the most of the opportunities on offer when it comes to your super and tax affairs.
Jamie and Tony discuss some, ideas you can do to ensure...2022-04-2020 minThe Kofkin Bond's Podcast147. Personal StoriesThe objective here is to build trust, to create an authentic and honest relationship with your customers. The purpose of sharing your story is to create a genuine connection with your customers and excite them with your passion for your brand and your products/service.
Jamie & Willard discuss how personal stories have come into the Kofkin Bond story and how it can bring personalised service to our clients. Also touching on some examples of their lives from the country's origins and some examples of good personal stories they have experienced.
If yo...2022-04-1319 minThe Kofkin Bond's Podcast144. Post Divorce with Jo WaltersReturning guest and long term friend of Kofkin Bond - Jo Walters, Principal Lawyer at Sterling Walters Lawyers. Jo joins Jamie and Tony to discuss all the implications that can occur at the end of a marriage and a de facto relationship. Going through a bit of a general overview of the process and what to expect.
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au
2022-03-2447 minThe Kofkin Bond's Podcast143. Ocean Floor Music with Sam Cutri & Clint ArthurOcean Floor Music is a music creation, project funding and rewards platform founded by musicians for musicians, their fans and industry.
Sam and Clint are both Co-founders of Ocean Floor Music, they are looking to create wellbeing in the music industry through financial stability, by providing an ecosystem that allows for the entire industry to partner with creators, and ensures that creators retain their royalties.
Rob, Jamie & Tony go through the story of how these two came together and started the music evolution.
If you have any questions or would like to...2022-03-1644 minThe Kofkin Bond's Podcast142. Welcoming Jordan Odd & The Importance of InsuranceWe welcome Jordan Odd to the Kofkin Bond family.
Jordan enlightens listeners with his life journey that led him to Kofkin Bond & Co and for some, it will show the importance of insurance and the positive impacts it can have on a family in some dire circumstances
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au
2022-03-0230 minThe Kofkin Bond's Podcast141. Money AnxietyMoney management has been a huge stressor to many Australians. We believe it is the basis to sound financial advice, at our first discovery meeting with the client, we can gauge going how confident clients are around the subject. Lucy has been crowned as our in-house specialist for money management, she joins Jamie and Tony to discuss the matter.
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au
2022-02-2325 minThe Kofkin Bond's Podcast140. GreenwashingWith a lot of conversation in the investment world around ESG and ethical investing. Tony and Willard sit down to discuss greenwashing, industry funds have been notorious for the way position themselves.
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au
2022-02-1625 minThe Kofkin Bond's Podcast139. Market Fall Reveals Your ToleranceThere has been much concern over the state of the world, geopolitics, inflation, Russia invading Ukraine and of course the lingering COVID-19. A week ago, the ASX200 entered what is known as a 'market correction' when it fell more than 10% during January 2022. At the time of writing, like the US S&P500 and NASDAQ, the index has recovered some ground, but here are the moves since the start of the year.
Jamie and Tony go through all this and the trajectory of Kofkin Bond model portfolios for the coming months
If you have an...2022-02-0917 minThe Kofkin Bond's Podcast138. Two Steps Forward, One Step BackFor the second year running, the pandemic was the focus for policymakers, markets, businesses, and individuals alike.
If the pandemic has taught us anything, it is to expect the unexpected as new variants of the coronavirus - first Delta and now Omicron – hampered plans to return to a 'new normal'.
Tony & Jamie run through the macro view on everything, touching on inflation, interest rates, share prices, volatile commodity prices and the property boooom! Finishing on what is likely to be ahead of us going into 2022
If you have any questions or wou...2022-01-1919 minThe Kofkin Bond's Podcast137. Coming into 2022We start the year with a brief reflection on the year that was and then some of the things we will be delivered in 2022.
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au
2022-01-1211 minThe Kofkin Bond's Podcast135. BNPL Vs. Credit CardsThere has been much to say about the Buy Now Pay Later industry and its approach to consumers, Jamie and Willard discuss the topic and go into some personal views on both services.
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au
2021-11-2511 minThe Kofkin Bond's Podcast134. Maintain the Hustle - Tobi Skovron. CEO CreativeCubescoThere have been many times where luck favours the bold and many will claim they were an overnight success. As a longtime listener of the podcast, we have been able to share many stories of entrepreneurs and their battle to build their brands and legacy.
Today's episode is no different, Tobi Skovron (CEO CreativeCubesco) has created a flexible way of working and the traction wasn't halted but accelerated during the pandemic. His forward-thinking of his brands and the value it brings to the customers is paramount.
Long term friend of Tony, they go back on s...2021-11-1759 minThe Kofkin Bond's Podcast133. Imposter SyndromeHave you ever found yourself in a situation where you can't believe you are here and that may not meet the expectation? Jamie & Vaughan discuss the definition, the types and their own experiences with it.
Imposter syndrome is loosely defined as doubting your abilities and feeling like a fraud. It disproportionately affects high-achieving people, who find it difficult to accept their accomplishments. Many questions whether they're deserving of accolades
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au
2021-11-1217 minThe Kofkin Bond's Podcast132. What is Happening with Commercial PropertyGlobally Downtowns are still ghost towns. As one of the first developed economies to start “living with COVID” – many have looked to the US to what “return to the office” might look like. And the picture is still bleak if you’re a business that thrives on city offices coming back to life.
Vaughan steps up and has a chat about the current situation around the commercial property and why we don't have any allocation in our model portfolios.
If you have any questions or would like to chat, please feel free to get in touch a...2021-11-0423 minThe Kofkin Bond's Podcast131. 13 Life Lessons From Jack CowinIn the end, life is an adventure. It’s all about the journey, not the destination.
Jamie and Tony go through 13 life lessons he has acquired through his years. The podcast goes through each one and Tony and Jamie discuss each of the lessons with some personal examples.
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au
2021-10-2727 minThe Kofkin Bond's Podcast130. SMSF Capabilities & DownfallsSMSF has been a strong part of older people financial lives. Promoted from accountants for years. Tony & Jamie discuss their capabilities of them and their downfalls.
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au
2021-10-2017 minThe Kofkin Bond's Podcast129. Introducing Vaughan SmithWe would like welcome to the newest employee, Vaughan Smith. Jamie and Tony discuss Vaughan take on the industry and his previous experiences and his journey to Kofkin Bond.
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au
2021-10-1328 minThe Kofkin Bond's Podcast127. Passive Vs. Active InvestingActive investing requires a hands-on approach, typically by a portfolio manager or other so-called active participant.
Passive investing involves less buying and selling and often results in investors buying index funds or other mutual funds.
Although both styles of investing are beneficial, passive investments have garnered more investment flows than active investments.
Historically, passive investments have earned more money than active investments.
Active investing has become more popular than it has in several years, particularly during market upheavals.
Jamie and Tony go through both styles and their take on them and what is best for clients.
2021-09-3015 minThe Kofkin Bond's Podcast126. Strategy, Values & GoalsFollowing up from last week. Tony discusses once we have obtained an understanding f the client we want to ensure that the strategies are going to met their short & long-term goals that are aligned to their values.
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au
2021-09-2214 minThe Kofkin Bond's Podcast124. Overcoming Adversity with Nova PerisIn between lockdowns we were able to be a part of an amazing experience with Nova Peris. Kofkin Bond was a proud sponsor of the statue for Nova at Fed Square. It was truly an honour to be a part of the day.
Nova gave a speech to some friends of Kofkin Bond and we thought it was so powerful that we should have the story told to our listeners. We hope you enjoy the episode from Nova about her achievements and the hurdles she was able to overcome to inspire millions and to set up her l...2021-09-0846 minThe Kofkin Bond's Podcast123. Cancer Survival with Angelo SalvatoreEVERY DAY IS A GIFT
Angelos story is one that will tug on the heartstrings. He shares the diagnosis that changed his life in 2020.
Amongst all that was happening with the pandemic, Angelo shows great resilience and determination towards life and making it clear that the things that make a meaningful life and the other things that are just noise.
We thank Angelo for sharing his story. We wish all the best to him and his family and look forward to continuing to provide the best service we can, to ensure they continue t...2021-09-0148 minThe Kofkin Bond's Podcast121. Perseverance with Michelle BaumgartnerMichelle Baumgartner is the founder of the company, MVB-Health, a motivational and nutritional consulting company focusing on Health, Performance and Weight Loss.
An Australian track athlete and middle distance runner who broke over eleven Victorian and Australian 400 and 800-meter records and won a total of six Australian Championships at 400 meters and 800 meters throughout her short career.
Tony & Jamie discuss Michelle's athletic background and what she is up to now with ensuring people are being the best version of themselves.
Michelle Baumgartner
W: http://michellebaumgartner.info/
I: https://www.in...2021-08-1840 minThe Kofkin Bond's Podcast120. Local Hustle with Kate DillonPivoting, local garments and the law - whatever the challenge the founder of SheLion, Kate Dillon has faced and overcome.
SheLion first launched in 2015 with a collection of luxurious and functional handbags for the empowered woman. Pivoting to creating sweatshirts that represent more than the product.
Kate enlightens listeners of the story about how 22 businesses banded together to create something truly special during the pandemic, to create an end-to-end Australian supply chain and 100% locally sourced and made range of sweaters featuring the slogans “Actually, I Can” and “Support Local”.
You can connect Kate v...2021-08-1141 minThe Kofkin Bond's Podcast118. Income & WealthEarning a solid income can go a long way to boosting your financial position. But growing your wealth is key to gaining financial independence.
People often confuse income with wealth. They’re similar but they’re not interchangeable. Understanding how they work together can help you plan for your future more confidently.
Jamie & Tony discuss the difference and some strategies for ensuring the longevity of your income and wealth.
If you have any questions or would like to chat, please feel free to get in touch at 03 9111 2675 enquiries@kofkinbond.com.au or An...2021-07-2819 minThe Kofkin Bond's Podcast117. Cyber Security with Paul SmookerJamie & Tony discuss Cybersecurity with Paul Smooker and how it may affect you and your business.
Paul has served in the Department of Defence serving in many roles over a career of 11 years. He is now a Director of x-RD, with a focus on the cybersecurity department. x-RD is a philanthropic company focused on helping customers and wider society better understand and solve complex problems through experimentation, advanced technologies, science, art, passion and great people.
Pauls LinkedIn - https://www.linkedin.com/in/paul15/
x-RD LinkedIn - https://www.li...2021-07-2151 minThe Kofkin Bond's Podcast116. Expectations with Nyadol NyuonJamie and Tony discuss the life and desires of the Chair of the Harmony Alliance - Nyadol Nyuon.
The objectives of the Alliance are:
To enable an effective voice for migrant and refugee women in domestic and international policy
To advance migrant and refugee women’s participation in economic, social, cultural, civil and political life and
To strengthen a strategic approach to the empowerment of migrant and refugee women across policy areas.
If you have any questions or would like to chat, please feel free to get i...2021-07-1438 minThe Kofkin Bond's Podcast114. Confidence Vs. Ego‘’Confidence is a state of mind but you can continually work on it’’. George St-Pierre
Confidence vs. Ego - There’s a fine line between CONFIDENCE & EGO. Your ego can manifest itself in a lot of different ways.
Jamie and Tony go deep into his personal life in regards to his self-esteem and his ego as a kid. Concluding with the quote from Dr Wayne Dyer - "Everything you do is based on the choices you make. Its not your parents, your past relationships, your job, the economy, the weather, an argument or...2021-06-3025 minThe Kofkin Bond's Podcast112. The Lost Art of ConversationTony and Jamie follow on from an article posted by Willard, "The Lost Art of Conversation" - by having a conversation!
Tony draws on his personal experiences of quality conversations in business and in life, highlighting the importance of openness and honesty.
If you have any questions or would like to chat, please feel free to get in touch at enquiries@kofkinbond.com.au or Anthony Kofkin or tkofkin@kofkinbond.com.au2021-06-1718 minThe Kofkin Bond's Podcast105. Current Economic ClimateJamie and Tony discuss what's happening within the global economy the recovery and the effects from COVID, pressure on bond prices and the rising residential property market.
2021-04-2819 minThe Kofkin Bond's Podcast104. Leverage Others ExpertiseJamie and Tony discuss biases and how you can ensure you don't fall victim to them. Working with others can convey a new perspective on things.
2021-04-2119 minThe Kofkin Bond's Podcast103. Teamwork Makes the Dream Work!Sean and Jamie discuss the importance of teamwork within an organisation. They make relevant alignment to the lessons they have learnt on the footy field. Everyone has a part to play in the process and ensuring that you have collective wisdom is a way to ensure success over the long term.
2021-04-1514 minThe Kofkin Bond's PodcastMarket Update -April
Tony Kofkin gives a rundown of the current climate of the economy and some of the statistics from the month of March.
- Discussing the latest from the RBA
- Vaccination Rundown
- Consumer Confidence
- House Prices
- Growth in our Modelled Portfolios
2021-04-0906 minThe Kofkin Bond's Podcast102. Buying your First HomeSean steps into the seat to discuss with Tony, how to set yourself up for getting your first home.
2021-04-0723 minThe Kofkin Bond's Podcast101. What Happens When We DieIn today's podcast, Tony and Jamie go through the outcome of death, how to ensure everything is in place to go to your loved ones
2021-03-3114 minThe Kofkin Bond's Podcast100. The Kofkin Bond TeamAs we celebrate the 100th episode, we bring in our team and ask them about their role within the organisation. We thank them for all they do and I hope you enjoy this different podcast
2021-03-2447 minThe Kofkin Bond's Podcast99. Equity ASA with Phil MuscatelloChange of scenes, Tony sit down with the host of Equity ASA & Shares for beginners, Phil Muscatello to go through what financial planners offer to experienced & young investors.
2021-03-1726 minThe Kofkin Bond's Podcast98. Two wayIn this week's episode, Jamie and Tony touch on the sad passing of a long-term friend and client in Les. They discuss the importance of two way communication and how important this is for planning your future in the event of an unexpected life event.
2021-03-1015 minThe Kofkin Bond's Podcast97. Relationship BuildingTony discusses with Jamie how storytelling, relationship building and establishing trust is the essential pillar to financial planning.
2021-03-0316 minThe Kofkin Bond's Podcast96. Behind the scenesIn this week's episode, Jamie is joined by senior associate Sean to discuss the magic behind the scenes. They delve into the work that goes into a client's strategy, the research involved, and what Sean loves most about a client's journey.
2021-02-2623 minThe Kofkin Bond's Podcast95. Venture Capital FundsIn this week's episode, Tony & Jamie discuss Venture Capital funds and how Kofkin Bond & Co manages the money of investors who seek private equity stakes in startups and small- to medium-sized enterprises with strong growth potential.
2021-02-1818 minThe Kofkin Bond's Podcast94. Spending Habits & Bad Money StoriesMatt and Jamie, go through their money stories as they came into adulthood and some suggestions around ho to be better with money.
2021-02-1026 minThe Kofkin Bond's Podcast93. Behavioural DecisionsJamie and Matt discuss behavioural decisions. Matt gives definition to some biases that some clients experience and how he incorporates them into his advice delivery.
2021-02-0418 minThe Kofkin Bond's PodcastMarket Update - FebruaryTony goes through the month that was some optimism around the US rally with Biden taking the White House. China has its lowest growth since 1976
2021-02-0102 minThe Kofkin Bond's Podcast92.The 12 Myths from Jim Collins"Built to Last" is the first book by Jim Collins, he states with Jerry l. Porras 12 myths about visionary companies. Jamie and Tony discuss these myths and give their take on each one.
Myth 1: It takes a great idea to start a great company.
Myth 2: Visionary companies require great and charismatic visionary leaders
Myth 3: The most successful companies exist first and foremost to maximize profits.
Myth 4: Visionary companies share a common subset of "correct" core values.
Myth 5: The only constant is change.
Myth 6: Blue-chip companies play it s...2021-01-2737 minThe Kofkin Bond's Podcast91. Personalised GoalsThe advice that is delivered to each client of Kofkin Bond & Co, is personalised to their situation. Once the adviser discusses the goals and ambitions of the client, the adviser can work on personalised strategies to meet those goals.
2021-01-2017 minThe Kofkin Bond's Podcast90. Culture Strategy Purpose with Robert TiganiWelcome back, listeners. We start the year with an old school mate of Tonys, Robert Tigani, Managing Director of Azzura Consulting. Rob gives an insight into the way he works with his clients in the delivery of his three pillars. Culture Strategy Purpose.
https://au.linkedin.com/in/robert-tigani-26241712
http://www.azzuraconsulting.com.au/
2021-01-1343 minThe Kofkin Bond's PodcastMarket Update - JanuaryWillard gives an update on what's happening in the US at the moment regarding protesting, senate and the record high of the stock market. As well as an update on things back home.
2021-01-0803 minThe Kofkin Bond's Podcast89. The Year That Was2020 was a wild time. With plenty of highs and plenty of lows, two acquisitions, a rebrand, a licensee change, an office move, a global pandemic, and to finish off the year with our official office opening. Jamie and Tony discuss all these in our final podcast for the year.
2020-12-1731 minThe Kofkin Bond's Podcast88. Private Equity & Venture Capital JourneyStarting with an idea, building it into a reality can be an exhilarating experience. Tony and Jamie discuss the journey that founders go through with their companies and the options for listing or getting private equity or venture capital money for their expansions.
2020-12-0925 minThe Kofkin Bond's Podcast87. Introducing Sean CurrieIn this week's podcast, we introduce our new Senior Associate Sean Currie and discuss his journey into the world of financial planning. We ask his thoughts on the industry, how he sees its future and what excites him most about his new role at Kofkin Bond & Co.
2020-12-0222 minThe Kofkin Bond's Podcast86. The Benefits of Corporate Advisory & Business CoachingThere are a lot of benefits to having the right people on your side. Making sure you have a team not just pumping up your tyres and not scared to say something against you.
Jamie and Tony discuss how with the right team your business and goals can be achieved.
2020-11-2525 minThe Kofkin Bond's Podcast85. Key Person Risk
In this weeks episode, Tony & Jamie discuss the risks that key people within an organisation carry. The touch on the need to evaluate the costs implications if something was to happen to the key person and look at the coverage needs of the business and how to tailor a solution.
2020-11-1913 minThe Kofkin Bond's Podcast84. Why it's Never too Late to Start InvestingTony & Jamie discuss that regardless of your age that it is not too late to get investing. The stock market has been the biggest wealth creator known to mankind. Taking advantage of that is paramount, whatever life stage you are at.
2020-11-1117 minThe Kofkin Bond's Podcast83. Procrastination
Procrastination - noun
The action of delaying or postponing something.
Jamie & Tony discuss procrastination and over a long period the affects it can have.
2020-11-0514 minThe Kofkin Bond's Podcast82. Property Development with Brook Monahan
This week’s podcast looks to the sunny state. Jamie & Tony speak with Brook Monahan Founder and Managing director of Mosaic Property group and on how their fully integrated design-led, development and construction business operating in South East Queensland has continued to be loved by their clients for over 20 years.
Mosaic is a unique property group with a holistic approach that sees it control the entire development cycle from research and acquisition through detailed design, development, marketing, sales, and construction, to managing the assets upon completion. With over $1 billion of projects either delivered, under construction or in th...2020-10-2837 minThe Kofkin Bond's Podcast81. Introducing Lucy ClaxtonIn today’s podcast, Jamie chats with Matt and Lucy from our Sydney office about Lucy’s first month in the role. Lucy goes through the expected and unexpected parts of financial advice, what she loves about the industry so far and her passion for getting people excited about their finances. Matt discusses all things behavioural finance and concludes that financial advice is a lot less daunting than it seems.
2020-10-2121 minThe Kofkin Bond's Podcast80. MOAT InvestingIn this week's podcast, Tony and Jamie discuss the potential impacts the upcoming US election and why our investment bias is aimed towards companies that have wide MOATS with earnings that can be sustained over the long term and handle negative shocks within the market2020-10-1418 minThe Kofkin Bond's Podcast79.Advancement with Lars LindstromThis weeks guest is Lars Lindstrom founder of ReadCloud (RCL:ASX). We go through his story and discover what inspired the creation of ReadCloud. Lars discusses the organisation, how the company listed, the obligations the company now faces and the enjoyment he continues to find in building this dynamic company.
https://readcloud.com/
2020-10-0936 minThe Kofkin Bond's Podcast78. Technical Investing with Craig ScheefThis weeks guest from Craig Scheef from Technical Investing discuss with Jamie and Tony the current market landscape, the technology advancement and ideas going forward.
2020-09-2944 minThe Kofkin Bond's Podcast77. Making an Investment PlanThis week Tony, Jamie & Willard discuss having an investment plan, the appetite to risk in meeting your desired goals.
https://kofkinbond.com.au/making-an-investment-plan/
2020-09-2311 minThe Kofkin Bond's Podcast76. Family ProtectionThis week's podcast focus on the importance of ensuring you have the correct protection in place to ensure your family financial security.
https://kofkinbond.com.au/family-protection-with-life-cover/
2020-09-1623 minThe Kofkin Bond's Podcast75. Planning a BudgetHaving a budget helps you to feel in control of your money. You can put aside money for big bills when they arrive, and plan savings to achieve your money goals.
You don’t need an accountant or special software to set up your own budget. Start by looking at where you are right now and where you want to be.
https://kofkinbond.com.au/sorting-out-a-budget/
Kofkin Bond - Budget Planner
2020-09-0925 minThe Kofkin Bond's Podcast74. Getting Control of your Super.This week's podcast is based around this week campaign of getting control of your Super. Jamie Tony & Willard discuss in 5 easy steps of getting control of your super.
https://kofkinbond.com.au/take-control-of-your-super/
2020-09-0224 min
The Kofkin Bond's Podcast73. Business Models for a New Reality with Sander van Amelsvoort & Synth SenthiThis week's podcast is with the founders of SJS Strategy. Sander, Synth & Tony discuss business with the future and our new reality and how they see things progressing.
http://linkedin.com/in/sandervanamelsvoort
http://linkedin.com/in/synth-senthi-7675255
2020-08-2641 minThe Kofkin Bond's Podcast72. Exit Strategies with Kerry BoultonToday's podcast is with Kerry Boulton, Managing Director of The Exit Strategy Group & valued client of KB&C. Kerry discusses her passion with Tony and Jamie about ensuring businesses and their owners are sale and exit ready to ensure that their hard work becomes a profitable venture in retirement and maximizing your payout. 2020-08-1937 minThe Kofkin Bond's Podcast71. Lessons in Lock-downTony, Jamie and Matt all discuss the lessons they have learnt throughout this time. The things they took for granted and advances made in improving our client engagement.
2020-08-1232 minThe Kofkin Bond's Podcast70. Property SqueezeWith record-breaking cases of COVID19 and the implementation of Stage 4 lockdown in Victoria, Tony and Jamie discuss potential scenarios that may play out in the property market.
2020-08-0524 minThe Kofkin Bond's Podcast69. Succession & Shareholder Agreements with Cristean YazbeckA 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.
2020-07-2947 minThe Kofkin Bond's Podcast68. Intellectual Property with Lisa FitzgeraldThis 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/
https://www.landers.com.au/our-people/lisa-fitzgerald
2020-07-2230 minThe Kofkin Bond's Podcast67. Five major characteristics of an entrepreneurThis 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.
2020-07-1522 minThe Kofkin Bond's Podcast66. Jamie Ardern - Partner of Kofkin Bond & CoAs 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.
2020-07-0728 minThe Kofkin Bond's Podcast65. Market Downturns & How to Deal with Them.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.
2020-07-0217 minThe Kofkin Bond's Podcast64. Mortgages & Bad DebtThis 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.
2020-06-2519 minThe Kofkin Bond's Podcast63. Family ProtectionAfter 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.
2020-06-1715 min
The Kofkin Bond's Podcast62. Market UpdatesIn 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.
2020-06-1019 minThe Kofkin Bond's Podcast61. Expansion with Matthew LeechToday's podcast welcome's Matt Leech, Kofkin Bond & Co's newest team member.
The team discuss Matt's introduction into the industry some 13 years ago, the cultural fit that he has seen at Kofkin Bond and how he likes to engage with his clients on a personal level. 2020-06-0327 minThe Kofkin Bond's Podcast60. Million Dollar Business Club with Leigh EgginsLeigh 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
2020-05-2839 minThe Kofkin Bond's Podcast49. Pandemic MarketsThe fear that has entered the markets around the Coronavirus, Tony & Jami discuss the asset allocation of our funds and how the strategy is set in place for these occurrences.
enquiries@kofkinbond.com.au | 03 9111 2675
2020-03-0413 min
The Kofkin Bond's Podcast47. Ten Healthy Habits from Lewis HowesSome people like to wait and see if happiness will ever just happen to them. Maybe one day, they’ll wake up and suddenly be happy and everything will be fantastic.
But we all know it doesn’t work like that. In order to be happy, we first have to be intentional about creating a healthy lifestyle.
Tony & Jamie discuss the 10 "Happy Habits" for successful people from the podcast, The School of Greatness.
03 9111 2675 | enquiries@kofkinbond.com.au
2020-02-1823 minThe Kofkin Bond's Podcast46. US Expats in AustraliaThis week's podcast will highlight Kofkin Bond's thought process for US expatriates. Tony and Jamie discuss that we aren't accountants, but do have the extensive knowledge for tax strategies to assist expatriates for their investments.
03 9111 2675 | enquiries@kofkinbond.com.au
2020-02-1115 minThe Kofkin Bond's Podcast45. Hard WorkThis week's podcast shines on the light of the life of Kobe Byrant, the discussion resolves around he being the hardest worker in the room. Kobe ensured that he was well supported looking for other talented and clever people in their own right, and the ability to assist him in his journey whatever he was pursuing. The relevance to this is the ability of our adviser to offer that support to our clients.
03 9111 2675 | Enquiries@kofkinbond.com.au
2020-02-0521 minThe Kofkin Bond's Podcast44. Dealing with Change - Liz Paynter
This week's podcast is with a long-standing client of Kofkin Bond, Liz Paynter. Coming on board in unkind circumstances, through the settlings in a divorce. Liz has shown great resilience in adapting to the unforeseen circumstances, discussing her journey through this process and the ways she was able to overcome and succeed.
Touching on the need to ensure you have the right people around you and to be confident in their abilities.
"Change is scary and we can have doubt. You have to be excited, and having a positive mindset, any outcome will be better than sitting on the couch"
E...2020-01-2929 minThe Kofkin Bond's Podcast43. How to Lead from the Front with Kyle TyrrellThis week's podcast will motivate the masses. Jamie & Tony sit down with Kofkin Bond's Australian Warfighters Wealth Program Ambassador LTCOL (Retd) Kyle Tyrrell to discuss leadership. Kyle discusses his involvement within the Australian Defence Force, how he gained the respect of the people he was chosen to lead and how the ability his ability to set his ego aside helped gain the respect of his team.
The team then move on to discuss how this transition's into the corporate world and how Kyle is helping some of the largest businesses in Australia understand how to best empower th...2020-01-2257 minThe Kofkin Bond's Podcast42. Risk in Industry Super FundsThis weeks podcast goes down an avenue we hold to and ensure this is one of the reasons we feel so against industry funds as they "compare the pair" and only basing this on the return, not the underlying assets and the exposure to risk by the fund.
Tony and Jamie discuss the definition of liquidity and why it has been so important in a portfolio.
Liquidity risk is not felt until markets are under pressure and failing, If illiquid assets represent a large proportion of a portfolio, there is a risk that clients may no...2020-01-1524 minThe Kofkin Bond's Podcast41. Holistic Resolutions with Caroline BakkerWelcoming all listeners back for another year.
Our first podcast is with Caroline Bakker, a Life Coach from Amazon Warrior. We thought it would be fitting to start the New Year with a conversation around habits and the steps taken to form and maintain these habits throughout the year. Caroline goes through her process of setting goals and ensuring, regardless of her situation, that she maintains focus on the steps that are required in achieving her major goals.
Even with hiccups hurdles and health complications, Caroline has been able to establish consistency in her...2020-01-0844 minThe Kofkin Bond's Podcast31. Work Life BalanceThis week's podcast host is our Principal Adviser, Paul Conte.
Paul and Tony discuss how obtaining harmony with their lives. With life commitments and the changes with the educational standards within the financial planning industry, have required time allocation for our advisers to be precise. Tony and Paul give great examples of how they achieved their balance and created harmony within their lives.
We would love to hear about yours, comment or email us on enquiries@kofkinbond.com.au
2019-10-1627 minThe Kofkin Bond's Podcast25. Investment Ideology with Erica HallThis 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, an...2019-09-0630 minThe Kofkin Bond's Podcast21. Long Term GoalsAfter 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/
2019-08-0721 minThe Kofkin Bond's Podcast12. TechnologyThis 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
2019-05-2924 minThe Kofkin Bond's Podcast11. Emotions with Kate ThomasThis 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 web...2019-05-2238 minThe Kofkin Bond's Podcast10. Interest RatesBack again is Jamie Ardern & Paul Conte, Principal Adviser. They are talking about the Reserve Bank of Australia, interest rates and they might affect your mortgage. With our Conversation Series on the 21st May at 730am at the Hawthorn Arts Centre, 360 Burwood Road, Hawthorn. For more information please contact the office on 03 9111 2675 or enquiries@kofkinbond.com.au
2019-05-1510 min
The Kofkin Bond's Podcast2. HabitsWe are back for our second podcast.
Jamie discusses habits with Tony, enlightening listeners with his daily habits and his efforts to maintain these habits, how they have come about and how they benefit him to enter a tranquil state of mind, to be able to tackle the day ahead.
Listen now, and let us know what you think.
enquiries@kofkinbond.com.au | 03 9111 2675
2019-03-1912 min