The Kofkin Bond’s Podcast

2020 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. 

Starting 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.

In 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. 

There 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. 

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. 

Tony & 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.

Procrastination - noun The action of delaying or postponing something.   Jamie & Tony discuss procrastination and over a long period the affects it can have. 

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...

In 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...

In 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 market

This 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/  

This weeks guest from Craig Scheef from Technical Investing discuss with Jamie and Tony the current market landscape, the technology advancement and ideas going forward.

This 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/  

This 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/  

Having 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

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/  

This 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  

Today'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. 

Tony, 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. 

With 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. 

A 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.

This 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

This 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. 

As 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.

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.