The Kofkin Bond’s Podcast

Winter is here. Willard  enlightens viewers on the Australian sharemarket, COVID vaccinations & current economic numbers.

Financial advice improves the well-being of people who receives it. Financial well-being, including improved mental and physical health and healthier relationships.  Anthony Kofkin & Jamie discuss the importance of advice  

Busy few weeks ahead, for the teams at Kofkin Bond.  - Proudly support the unveiling of the Nova Peris statue at Fed Square.  -  Count Financial Conference, where tony is presenting twice.   - Proudly supporting Harmony Alliance with a seminar for Financially Empowering Women.

Federal Budget was delivered last night. Jamie and Tony discuss the key components.  - Low to Middle tax offset - Reforms to 'work test' for Superannuation - Extending access downsized contributions - Improvements to the Pension Loan Scheme  - SMSF - Relaxing of residency requirements  - Instant full value asset write off - Affordable Childcare  

Market Update - May   April has drawn to a close with a decent 3% move higher on the ASX 200. Josh Frydenberg is putting the finishing touches to the May 11 Federal Budget Consumer Sentiment rose 6.2% in April to its highest level since 2010. Booming house prices, up 2.8% in March and 6.2% over the year, according to CoreLogic Employment increases 70,700 in March.

Jason joins Jamie & Tony on the Pod. They discuss trademarks privacy laws, data breaches and other commercial law that surrounds the SME businesses. 

Jamie 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.

Jamie 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. 

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. 

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

Sean steps into the seat to discuss with Tony, how to set yourself up for getting your first home.

In 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 

As 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

Change 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.

In 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.

Tony discusses with Jamie how storytelling, relationship building and establishing trust is the essential pillar to financial planning. 

In 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.

In 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.

Matt and Jamie, go through their money stories as they came into adulthood and some suggestions around ho to be better with money. 

Jamie and Matt discuss behavioural decisions. Matt gives definition to some biases that some clients experience and how he incorporates them into his advice delivery. 

Tony 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

"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...

The 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.

Welcome 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/  

Willard 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.