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Welcome

The decisions our clients make in regards 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. Kofkin Bond and Co provide all the relevant tools, including expert individual advice, that our clients require’ setting them up in a better financial position to help build, preserve and manage their wealth.

We invite you to explore our website and learn about our team and, our philosophy based on decades of industry learning, as well as how our professional approach to personalised financial advice adds peace of mind to your financial future.

About Kofkin Bond & Co

Services

Our Services

Our wealth advisory services encompass far more than just money management and the placement of investments; we believe we are also in the business of building relationships. We take a holistic approach to your financial situation, taking the time to really get to know our clients, their unique circumstances, as well as their financial goals.

People

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 welcome you to enjoy the experience.

Tony Kofkin
Managing Partner, Kofkin Bond & Co

Experienced

We have over 40 years’ of combined experience providing expert financial advice

Uncompromising

We focus on protecting and growing clients’ wealth, with an uncompromising focus on consistent delivery over time.

Professional

We’re one of Australia’s fastest growing wealth managers, an expert adviser to high net worth individuals, families and businesses, and a leading provider of corporate trustee services.

Integrity

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