Kofkin Bond & Co is an Australian, diversified financial planning and asset management company. With over 30 years of experience, we work with individuals, families, businesses, and institutions to deliver services and solutions that help build, preserve and manage wealth. Across our business our people focus on protecting and growing clients’ wealth, with a focus on consistent delivery over time.
At Kofkin Bond & Co, we strive to understand more than your personal and company goals. The decisions our clients make in regard to the structure of their personal or business finances will have a significant impact on the level in they have in reach their financial goals. We provide all the relevant tools, including holistic individual advice, that our clients require’ setting them up in a better financial position to help build, preserve and manage their wealth. We go deeper to values, so we can understand your ambitions and ensure you realise them.
Our Philosophy
At Kofkin Bond & Co. we have deep industry experience, better-connected practitioners with a people-first style, to help clients thrive in a transformative world.
Our wealth advisers work closely with business advisory and financial wealth practitioners across the globe. This collaborative approach inspires us to ask better questions, design better answers and realise long-lasting results for our clients.
We look to achieve considerable value for clients, to work with managers that have the utmost values and thorough thought process to benefiting society through meaningful long-term investment".
We welcome you to enjoy the experience.
Tony Kofkin
Managing Partner
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