Business Planning

Our Founding Principal

Kofkin Bond & Co family owned and private business financial planning business was founded on the principle that no-one firm can be an expert in all areas of professional services for Family and Private Businesses, as the complexities of taxation, corporate law, International taxation, just to name a few are all areas of expertise in their own right.

Our Expertise

Kofkin Bond & Co’s Managing Partner; Tony Kofkin has worked with large and small SME’s since 1991 and is highly regarded as one of Australia’s business financial planning leading advisors.  During his career, Tony has been engaged to work with some of Australia’s most well-known and respected family owned, as well as, private businesses with annual turnovers in excess of $500mill.

Kofkin Bond and Co collaborate with other experts, within their chosen professions, to ensure that all areas, within our clients business needs, are met.

Our Focus

Kofkin Bond & Co has brought together some of Australia’s leading practitioners in their chosen field. They collaborate to ensure the business owners, company directors as well as the company’s employees are all being serviced to the highest standards.

Our focus on practical and cost-effective solutions form the cornerstone of the technical assistance, and consulting activities, performed by Kofkin Bond & Co. Our members have all of their business advisors working collaboratively to ensure their interests are met in all areas of their business needs.

Decades of practical experience are at our client disposal. Our expertise assists our clients efforts to meet the ongoing demands that comes with the growth and day to day, hard work, in owning a company.

Integrated Financial and Lifestyle Services

Team of Specialists

Working on your behalf, familiar with the complexities of your situation.

Centrally Coordinated

Convenient approach that saves time and money.

Family Support Network

Providing wealth education, governance and structure.

Family Legacy

Building, preserving and transferring wealth between generations.

Let`s start planning your financial future today

1

Talk

We’ll listen to your needs and deliver a personalised plan that explains how we can reach your financial goals.

2

Act

We work together to implement a personalised plan. Then we’ll keep you updated as life takes place.

3

Relax

We’re here to help you realise your financial potential.

Contact Us