enquiries@kofkinbond.com.au     03 9111 2675

Welcome

About Kofkin & Bond & Co.

About Us

Kofkin Bond & Co. is an Australian, diversified wealth and asset management company. With over 40 years of combined 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 relentless focus on consistent delivery over time. This is supported by the Australian Financial Services Licence (AFSL 224954) held by Total Financial Solutions Australia.

Our Wealth Advisory service practitioners have deep industry experience, are better-connected across industries and adopt a people-first style that assists our clients to thrive in a (transformative) world thas forever changing.

Our Wealth Advisory service encompasses far more than just money management and the placement of investments. We take a holistic approach to all our client’s needs, building relationships while helping clients to recognise and realise their financial goals and ambitions.

Every Client is Unique

When we ask better questions, we find better answers that lead to bolder strategies, more efficient operations and stronger performance’s.

Our (vast) industry experience, better-connected practitioners and people-first style help our clients thrive in a transformative world.

To achieve individual goals, we draw upon a comprehensive pool of resources and services to provide our clients with opportunities that they may not have previously considered. These services include:

  • Investment Planning and Management / Executive Financial Planning
  • Retirement Planning / Self-Managed Super Funds
  • Asset Protection – Insurance
  • Property / Estate Planning
  • Family Office Investment Planning
  • Business Financial Planning and Legacy Planning
  • Financial Planning for Australian Expats living abroad
  • Veteran Financial Services

Why Choose Us

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, expert advisers, to high net worth individuals, families and businesses, as well as 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. Our practices ensure we continue making a positive impact on the community.

Award Winning

Kofkin Bond & Co. has been awarded numerous Industry Awards across multiple categories for the past decade

Pride

We pride ourselves on offering a workplace where financial services professionals can be the best they can be.

Who

People and Culture

We pride ourselves on offering a workplace where financial services professionals can be the best they can be. 

Our executive team are of the highest calibre and are committed to creating sustainable value for our clients based on trusted relationships. The Executive Team focuses on strategy, execution and operations. Its membership brings together all the elements of our organisation.

Meet the Team

Tony Kofkin, Managing Partner


Tony leads the team across the network and works with clients to solve their most pressing financial challenges by working alongside businesses, individuals, and industry associations which allows the clients the opportunity take advantage of emerging opportunities.ties.

    Bojana Stefanovic, Partner/Company Director


    Bojana is responsible for overseeing Kofkin Bond & Co’s business performance and, day-to-day operations of the organisation. In her role, she brings together service lines and market functions to provide exceptional service to our valued clients.

      Paul Conte, Principal Planner


      Paul is responsible for Kofkin Bond & Co's financial planning related activities including finance, investment, insurance and retirement planning strategies. Under his leadership, Paul helps clients solve complex financial planning related issues by capitalising on delivering outcomes that grow, optimise and protect wealth management strategies.

        Jamie Ardern, Principal of Business Development


        Jamie is responsible for managing all Kofkin Bond & Co's growth initiatives inclusive back-office AI systems and relationships, managing both Australian and US marketing teams, while also looking after COI’s and new projects.

          Emily Long, Associate


          Emily is a member of the Shared Services Team. Her position is to proactively assist the Financial Adviser(s) meet their clients’ needs and expectations by supporting them in the day to day operations while facilitating them to maximize their time with their clients productively.

            Willard Lloyd, Marketing Associate


            The role of Marketing Associate is an effective role in managing all of Kofkin Bond & Co's goals by developing and maintaining creative and visual aspects of the company's marketing strategies.

              Joshua Kofkin, Associate


              Joshua is a member of the Shared Services Team. His position is to proactively assist the Financial Adviser(s) meet their clients’ needs and expectations by supporting them in the day to day operations that enables them to maximize their time productively.

                Kyle Tyrrell, Ambassador


                Kyle is an Australian Army Veteran with 24 years of service including multiple deployments. He separated from Army in 2011 and has since forged a successful career in global business. Kyle founded the Australian Warfighters Wealth Program with the aim to empower Veterans and their families, to alleviate financial stress and build a wealthier future.

                  Our Values

                  • We demonstrate integrity, respect, and passion
                  • We are a team with energy, enthusiasm, and the courage to lead
                  • We build relationships based on doing the right thing.

                  Our values define who we are; They are the fundamental beliefs of our organisation and guide our actions and behaviour. Our values influence the way we work with each other – and the way we serve our clients and engage with our communities.

                  We ensure that every decision positively affects the way we experience each other as well as the way our clients, and wider communities, perceive their experience of us. Our values give us confidence that we are using our principles to help us make informed decisions throughout all divisions within our organisation.

                  Our strong commitment to our values helps to demonstrate an important way in which we are building our shared culture.

                  Our Knowledge Advantage

                  Our collective knowledge is one of our key assets – and it grows every day.  When we apply that knowledge to our client’s challenges, they receive a service that is driven by fresh, actionable insights and the power of a truly connected organisation.

                  We monitor the latest news, trends and regulations across our operating geographies which allows us to create a deeper understanding of our client’s financial environment, opportunities, developments and important considerations.

                  We constantly access experiences and insights alongside custom analysis from our in-house and external teams. We implement proven methodologies, innovative tools and secure collaboration platforms to share knowledge with each other assisting with our clients financial strategy.

                  Awards & Recognition

                  2016

                  TFSA Financial Planner of the Year Award

                  2014 & 2017

                  TFSA Practice Development Award

                  1996 & 1997

                  ACIB Financial Planner of the Year Award

                  Finalists

                   Numerous Industry Awards & Finalists