enquiries@kofkinbond.com.au     03 9111 2675

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Estate Planning
  • 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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My Wealth Portal

My Wealth Portal will help you to keep track of all things financial, enjoy having all these features at the touch of a button:

  • Enjoy the benefit of having all of your accounts in one place with one login – credit cards, bank accounts, home loans, investment loans and more
  • Utilise a broad range of real-time data feeds including property, superannuation, investments and cars – anywhere, any time, on any device
  • Store and access all of your financial information in one, convenient, online location
  • Connect with your financial professional with one-click access to their full range of professional services
  • Take control of your cash flow with automatic categorisation of your income and expenses and instant budgets
  • Make tax time easy by storing all of your financial data, including transaction receipts and documents, securely online

Let`s start planning your financial future today

1

Talk

Actually, We’ll listen as you explain your needs, dreams, and fears. Then create a personalized plan that explains how we can help you reach financial goals.

2

Act

We work together to implement the plan. Then We keep you updated on where you stand and adapt to the plan as life will happens.

3

Relax

We are here for you whenever you need. Our ongoing service helps ensure that your plans are still on track to achieve your goals. Your insurance and Estate planning will be actively reviewed to ensure it’s still appropriate.

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Total Financial Solutions

Kofkin Bond & Co provides financial advice to its clients under an Australian Financial Services Licence (AFSL 224954) held by Total Financial Solutions Australia. Total Financial Solutions is one of Australia’s leading independently owned financial planning dealer groups, with approximately 85 qualified financial advisers Australia-wide. Total Financial Solutions Australia is not aligned to any financial institution. Total Financial Solutions Australia supports our business and our clients through product research (through the Approved Product List), technical support, software, compliance audits, professional indemnity insurance and training. Total Financial Solutions Australia is a Principle Member of the Association of Financial Advisers.