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
    By partnering with one of the world’s largest asset allocation consultants owned by Morningstar Inc., we help mitigate our...
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  • Retirement Planning
    Superannuation is one of the best long-term investment vehicles with a view to retirement planning that clients can have,...
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  • Asset Protection – Insurance
    There are many reasons why a person may choose a specific insurance policy. They may want to protect themselves...
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  • Property
    Through our alliance with reputable property researchers, we will be able to assist you in sourcing a high-quality property....
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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
    Investment bonds are an investment generally offered by Friendly Societies or Life Offices and are suitable for short, medium...
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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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