enquiries@kofkinbond.com.au     03 9111 2675

  • By Willard Lloyd / February 25, 2020
    Reading Time: < 1 minute

    Some people like to wait and see if happiness will ever just happen to them. Maybe one day, they’ll wake up and suddenly be happy and everything will be fantastic. But we all know it doesn’t work like that. In order to be happy, we first have to be intentional about creating a healthy lifestyle.

    Tony & Jamie discuss the 10 “Happy Habits” for successful people from the podcast, The School of Greatness.


  • By Willard Lloyd / February 13, 2020
    Reading Time: < 1 minute

    This week’s podcast will highlight Kofkin Bond’s thought process for US expatriates. Tony and Jamie discuss that we aren’t accountants, but do have the extensive knowledge for tax strategies to assist expatriates for their investments.

  • By Willard Lloyd / February 13, 2020
    Reading Time: < 1 minute

    This week’s podcast shines on the light of the life of Kobe Byrant, the discussion resolves around he being the hardest worker in the room. Kobe ensured that he was well supported looking for other talented and clever people in their own right, and the ability to assist him in his journey whatever he was pursuing. The relevance to this is the ability of our adviser to offer that support to our clients.

  • By Willard Lloyd / February 13, 2020
    Reading Time: < 1 minute

    This week’s podcast is with a long-standing client of Kofkin Bond, Liz Paynter. Coming on board in unkind circumstances, through the settlings in a divorce. Liz has shown great resilience in adapting to the unforeseen circumstances, discussing her journey through this process and the ways she was able to overcome and succeed.

    Touching on the need to ensure you have the right people around you and to be confident in their abilities.

    “Change is scary and we can have doubt. You have to be excited, and having a positive mindset, any outcome will be better than sitting on the couch”

    Enquiries@kofkinbond.com.au | 03 9111 2675

  • By Willard Lloyd / February 13, 2020
    Reading Time: < 1 minute

    This week’s podcast will motivate the masses. Jamie & Tony sit down with Kofkin Bond’s Australian Warfighters Wealth Program Ambassador LTCOL (Retd) Kyle Tyrrell to discuss leadership. Kyle discusses his involvement within the Australian Defence Force, how he gained the respect of the people he was chosen to lead and how the ability his ability to set his ego aside helped gain the respect of his team.

    The team then move on to discuss how this transition’s into the corporate world and how Kyle is helping some of the largest businesses in Australia understand how to best empower their staff.

    We hope you enjoy this podcast as much as we did 0391112675 enquiries@kofkinbond.com.au

  • By Willard Lloyd / February 11, 2020
    Reading Time: 4 minutes

    short-sighted or blindsided…rollercoaster of emotions…and more…

    A 330% return in eight months.

    Sounds impressive, doesn’t it?

    It’s the kind of short-term gain that every investor dreams of. But it’s not the kind of return that’s easy to achieve.

    Typically you’d have to rely on a very tiny stock for an explosive result like this. Companies that have plenty of upside potential due to their diminutive market caps.

    But that’s not the case for my example above. Rather, that 330% return came from a multi-billion NASDAQ stock. A very divisive stock at that…

    It was Tesla Inc [NASDAQ:TSLA].

  • By Willard Lloyd / February 7, 2020
    Reading Time: < 1 minute

    Infodemic”: an over-abundance of information, some accurate and some not, that makes it hard for people to find trustworthy sources and reliable guidance when they need it.


    Understanding the abundance of information we’re exposed to these days and how it is, proverbially, jammed into our (multiple) screens might have at least something to do with the level of panic seen of the current novel Coronavirus .

    Just as China didn’t consume nearly as much of Australia’s iron ore as it did when SARS hit in 2002-03, or send as many tourists and students Down Under, the world didn’t spread information (good and bad) through platforms such as Twitter and Facebook… they didn’t exist.


    Factors as large as Coronavirus are under-worried about until they are over-worried about – a vaccine may become available sooner and then it’s on to the next “bad thing.”


    The constant news feed has certainly translated into financial markets taking a hit, almost -10% across the Asian region.


    To be fair, the level of instability is already apparent and is no doubt a cause to recent increase in volatility. However, having suggested for some time the level of volatility over the coming period to be more pronounced – we just don’t know from where this volatility comes, this time an “infodemic” of sorts.


    In light of future growth, preservation is the number one priority.


    Keep a level head, stay the course.

  • By Willard Lloyd / February 5, 2020
    Reading Time: 2 minutes

    Ongoing geopolitical tensions, overshadowed by the US-China trade war and Brexit, are expected to stunt global economic growth in 2020.

    Weaker global growth will have a flow-on to investment markets, fuelling further periodic bouts of volatility, and investors should factor in the likelihood of subdued returns.

  • By Willard Lloyd / January 16, 2020
    Reading Time: 3 minutes

    What better year to have your financial health in tip top shape than the one requiring 20/20 vision!

    The start of any year is always a good time to assess your financial situation and make sure you are on track to achieving your dreams, but the start of a decade is even more significant.

  • By Willard Lloyd / January 16, 2020
    Reading Time: < 1 minute

    This weeks podcast goes down an avenue we hold to and ensure this is one of the reasons we feel so against industry funds as they “compare the pair” and only basing this on the return, not the underlying assets and the exposure to risk by the fund.

    Tony and Jamie discuss the definition of liquidity and why it has been so important in a portfolio.

    Liquidity risk is not felt until markets are under pressure and failing, If illiquid assets represent a large proportion of a portfolio, there is a risk that clients may not be able to access their money when they want it. Tony gives an example of this and more through this podcast.

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