Kofkin Bond & Co | Financial service

Kofkin Bond & Co

Add/Update information

Reviews

Tags

• Businesses
• Financial service
• Investing service
• Finance

21.01.2022 We are looking to expand our Melbourne family. We are seeking applicants for an Associate Adviser, to work with Tony Kofkin. The role will be working closely with clients and building advice strategies with technical financial knowledge. https://www.seek.com.au/job/50738479

19.01.2022 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 it seems.

19.01.2022 For each goal includes how much you’ll need and how long you have to reach it. For example, taking a $10,000 holiday in one year, or reaching $500,000 in superannuation before you retire. Then divide your goals into: short-term (0 to 2 years) medium-term (3 to 5 years)... long-term (5 years or more) Setting and defining your financial goals will help you pick the right investment to reach each goal.

14.01.2022 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.

12.01.2022 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.

10.01.2022 For your assets include your: super, home, savings, other investments. Writing down what you own and what you owe will help you see what savings you can invest. It will also help you see how you can diversify. Then write down your income and expenses. Our budget planner can help you track what money is coming in and going out. This will help you see how much you can put toward investing regularly.

10.01.2022 Really enjoyed interviewing Lars Lindstrom who is a co-founder of ReadCloud (ASX:RCL) on going from tech startup to an ASX listed successful company within 5 years.

09.01.2022 This week Tony, Jamie & Willard discuss having an investment plan, the appetite to risk in meeting your desired goals. https://open.spotify.com/episode/24V9Disd4zPYwTxda1YJpW

07.01.2022 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. https://open.spotify.com/episode/4DnnwiXW7OhdrHYkektkip

06.01.2022 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

05.01.2022 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.

04.01.2022 At the 11th hour of the 11th day of the 11th month, we will remember them #RemembranceDay

03.01.2022 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.

02.01.2022 Market Update for November. Willard examines the rate cut from the RBA & news on the economy.

02.01.2022 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.

02.01.2022 Happy 93rd birthday to Les and also on the same day celebrating Les and Ina’s 67th wedding anniversary. Les and Ina have been personal clients of Tony Kofkin and the firm for 25 years!

01.01.2022 Procrastination - noun The action of delaying or postponing something. Jamie & Tony discuss procrastination and over a long period the affects it can have.... #Podcast