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  • By Willard Lloyd / August 12, 2020
    Reading Time: < 1 minute
    Tony, Jamie and Matt all discuss the lessons they have learnt throughout this time. The things they took for granted and advances made in improving our client engagement.


  • By Willard Lloyd / August 6, 2020
    Reading Time: < 1 minute
    Market Update for August.
    Willard examines the federal budget, news on the economy and discuss the positions within the Kofkin Bond Portfolios
  • By Willard Lloyd / August 5, 2020
    Reading Time: < 1 minute

    With record-breaking cases of COVID19 and the implementation of Stage 4 lockdown in Victoria, Tony and Jamie discuss potential scenarios that may play out in the property market.

  • By Willard Lloyd / August 3, 2020
    Reading Time: 4 minutes

    Ever looked at a friend who has everything together and thought ‘what’s their secret?’ Here are five habits you can implement to help achieve financial security.

    Believe it or not, being secure financially doesn’t involve magic or an outrageous stroke of luck.

    More often than not, it results from good habits, such as keeping track of your finances, cutting back on expenses, and planning ahead.

  • By Willard Lloyd / August 3, 2020
    Reading Time: 3 minutes

    The life insurance industry paid $12 billion to 101,821 Australians in 2019, with death cover having the most cover in force at 13.4 million with the top cause being cancer at 43%, according to data. 

    Data from KPMG on behalf of the Financial Services Council (FSC) found total and permanent disability (TPD) claims followed at 11.1 million covers, with the highest cause of claim being mental health at 25%.

    Income protection/disability income had 5.8 million covers in force with 33% for accidents, and trauma insurance had 1.1 million covers in force with cancer being the highest cause at 58%.

    FSC senior policy manager for life insurance, Nick Kirwan, said: “Life insurance companies pay out almost $33 million to 279 Australians and their families every single day, 365 days a year.

    “Payments are made to people who have lost a partner, a parent or a loved one, or to help people support themselves and their family when they are too ill to work, after a critical illness or who are not expected to be able to work ever again.

    “When we see the collective data, and especially the many and varied causes of claim and just how often they occur, it reveals the scale of the human tragedies that Australians and their families can, and all too often do, go through.”

  • By Willard Lloyd / July 29, 2020
    Reading Time: < 1 minute
    A conversation based around the succession of a business.
    Tony, Jamie & Cristean discuss the implication of not having the right framework in place for your business and the fall out if something was to go wrong and you are not prepared.
  • By Willard Lloyd / July 28, 2020
    Reading Time: 3 minutes

    A few key points to take in mid-week:


    • Avoid emotional investing – selling aftermarket declines or attempting to time the market risks missing the best returns.
    • Volatility is a normal part of achieving investment returns – drawdowns are common on the path to long-term growth
    • Understand long term equity returns are quite stable at around 8-10% p.a.
    • Use the only free lunch in investing – diversification – to smooth out the investment return ride

  • By Willard Lloyd / July 22, 2020
    Reading Time: < 1 minute

    This week’s podcast is with Intellectual Property lawyer Lisa Fitzgerald. Lisa, Jamie & Tony go through the importance of ensuring you keep your IP safe with ensuring you have the right support.

  • By Willard Lloyd / July 15, 2020
    Reading Time: < 1 minute

    This week Jamie and Tony discuss what it takes to be a business owner and the characteristics that are required. With the example of clients and their ambitions and another example from Phillip Knight, founder of Nike.

  • By Willard Lloyd / July 13, 2020
    Reading Time: 4 minutes

    On Friday Elon Musk just shot past legendary investor Warren Buffett to claim the seventh place on the world’s rich list.

    As you’d guess, the top 10 is dominated by tech moguls.

    Amazon’s Jeff Bezos remains in poll position looking set to become the world’s first trillionaire. Facebook founder Mark Zuckerberg, Google founder Larry Page, and Microsoft CEO Steve Ballmer are all up there too.

    Musk’s ascendency of late was all due to Tesla’s rampant share price which continued to defy the critics.

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