The Kofkin Bond’s Podcast

We just wanted to say thank you to all our clients and our listeners. This has been a new experience and we hope that you have found value in these weekly podcasts. We look forward to bringing you new engaging podcast next year. From all of us here, we hope you have a happy and safe festive season. 

This week's podcast is related to a previous podcast, one of our most popular, Journeys with Leo Momesso. Leo shared his entrepreneurial journey and the effects it had on him and his little daughter. Clara discusses this time even though very young, the experience it had on her and how it shaped her ambition towards her professional life. Clara also enlightens Tony & Jamie on the intricate details...

This week's podcast goes on a bit of a history lesson. Tony enlightens listeners on the disruptions to industry and how they have revolutionised the world and the benefits to society it is shown. The topic also shifts towards the difference in pay compared to different workers within an organisation. 

Michael Lagudi. National Manager of Investment Solutions, Morningstar.   Having the world at his feet in what he explains as the perfect life, to a diagnosis. Michael shares the emotional experience of the process through Stage 4 Cancer and how a positive mindset and financial protection ensured his survival.

  This week's podcast might not be a hot topic for most. Tony flexes his knowledge on how to ensure you have the best strategy to plan for retirement. The discussion was brought to the attention as Josh Frydenberg announces the Australian aging population may have to work longer with the warning of an economic and fiscal timebomb facing the country. Tony enlightens with the strategies of planning...

How we invest!! This is a hot point of conversation with our clients and prospects. Tony & Jamie enlighten and defined the three types of asset allocation that we have chosen to focus on our portfolios. The reasons we have used these and the examples that highlight certain company advancements throughout the years. 

This week's podcast explores how to measure and achieve your goals. Being able to pull apart a goal and ensure you complete the steps within and also if a failure occurs how to turn it into a positive Tony and Jamie discuss goals ranging from the business and the Ironman coaching days of Tony, one of his students set the goal to complete an Ironman within 10hours, this substantial goal wasn't achi...

This week's podcast will be going through the value of spending at different life stages. With Tony, Jamie, Paul & josh all sitting in giving there approaches to spending and savings and how it has shifted throughout their lives and how they value the money they spend.  Being able to identify your values and the objectives you look to achieve with your money is something we focus on with our clien...

With the up and downs of the market is it hard to ensure that you have the best strategy fit for your circumstances for meeting your financial objectives. 

This 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 li...

No, the title is not talking about the hosts. This weeks podcast touches on an article shared by a friend of the firms that discusses the complexity of the Australian economy or lack there of. Tony & Jamie use some points highlighted to discuss why Kofkin Bond & Co don't have a home town bias and why we look internationally when investing.   

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.

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.

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!

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. 

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....

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 psych...

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 believ...

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...

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 a...

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 cli...

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 mayb...

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. 

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.