enquiries@kofkinbond.com.au     03 9111 2675

What makes Kofkin Bond & Co different from other financial advisors?

Services

Our Services

There are lots of reasons why people need advice from a financial adviser but there are also lots of different types of adviser, so it pays to know who to go to and when

  • Investment Management
    I am working with clients, from individual investors to large financial institutions, to develop advanced portfolio management strategies to...
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  • Retirement Planning
    It’s not going to be your parents’ retirement – rewarded at 65 with a gold watch, a guaranteed pension,...
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  • Asset Protection – Insurance
    Long-term care involves a variety of services designed to meet a person’s health or personal care needs during a...
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  • Property
    Social Security benefits are one of the most important parts of any retirement portfolio. A poor claiming decision can...
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  • Estate Planning
    Many people believe they don’t need estate planning because they think they don’t have an estate. Or they think...
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  • Investment Bonds
    Social Security benefits are one of the most important parts of any retirement portfolio. A poor claiming decision can...
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  • Family Business Network
    I am working with clients, from individual investors to large financial institutions, to develop advanced portfolio management strategies to...
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People

Our Philosophy

We have one vision and that is our client’s. What we do doesn’t matter unless it is about our client. We put our clients first and strive to secure their loyalty through top quality and passionate service.

We strive to help our clients eliminate their fears of:

  • Not retiring with enough money
  • Paying too much or unnecessary tax
  • Preservation of your capital during uncertain times
  • Ensuring that you have the correct types of insurance and sums insured and that it’s protected and goes to the right people at the right time in a safe and tax effective manner

Our quality service comes from our valued employees, whose professionalism and desire to seek excellence ensure that the client’s needs are met.

The tools we use and the partnerships we have formed together drives this passionate service mindset and is where we pride ourselves.

We provide you peace of mind.

Tony Kofkin 

Managing Partner – Kofkin Bond & Co

Our Team
Why01

Experienced

We have over 25 years’ experience providing expert financial advice

Why02

Vibrant

We are passionate and care about our work and clients

Why03

Professional

Our approach is professional with an holistic approach to the outcome of the client

Why04

Qualified

We are qualified and affiliated with professional and reputable associations

Why05

Knowledge

We use specialist in their areas of expertise

Why06

Sustainable

Sustainability is the endurance of systems and processes we have in place

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