Welcome

Welcome to Kofkin Bond & Co. We are a leading innovative financial planning organisation that caters to a wide variety of clients - with a specialisation in wealth management, personal protection & business advisory, as well as dedicated pathways for Expatriates and Australian Defence Force Personnel, serving and veterans.

At Kofkin Bond & Co, our valued clients experience the financial world differently. Our clients have a genuine and professional relationship with our advisers and all team members, with peace of mind that is achieved through having their financial life structured and protected.

We utilise all the relevant tools, including expert individual advice that our clients require – ensuring they are in a better financial position to build, preserve and manage their wealth. Clear and consistent communication is a vital part of ensuring our service is providing the utmost value for our clients.

Your goals, your understanding, your current situation, your outcomes and what you really want from working with us is at the core of everything we do.

Our Philosophy

At Kofkin Bond & Co. we have extensive industry experience, better-connected practitioners with a people-first working style, to help clients thrive in a transformative world. We focus on protecting and growing clients’ wealth, with an uncompromising focus on consistent delivery over time.

We are one of Australia’s fastest growing financial services firms and expert advisers to high net worth individuals, families and businesses, and a leader in corporate services.

Kofkin Bond & Co’s collaborative culture fosters integrity, outstanding value to markets and clients, commitment to each other, as well as always ensuring a positive impact on our community.

We welcome you to our firm.