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Tag : #realiseyourfinancialpotential

There is a popular phrase thrown around by teenagers that also applies to investors: FOMO (fear of missing out)

Reading Time: 2 minutes

Recently, we have been closely watching market valuations that have been indicating overpriced equity markets and it has us concerned. I liken the current state of the markets to that of the movie, The Big Short, which was based on   the GFC (Global Financial Crisis) (If you haven’t seen the movie and would like to know what’s happening in our current markets I urge ask you to watch it this weekend.)

Although we still have exposure to some growth assets including certain shares in both Australia and various regions, Having watched people’s wealth being destroyed during the GFC, has made us overly conservative has made us highly conservative for two reasons:

  1. Our job is to preserve our client’s wealth during both good and bad times
  2. If the bad times occur, we don’t want to be in a position where we simply must ride out the loss of capital. We strive to be in a position to be able to buy, great, however,  oversold, assets with cash.

Kofkin is on a mission to empower all Australians to realise their financial potential.

Reading Time: 3 minutes

“As the beginning of the financial year fast approaches, there’s no better time to remind ourselves that we have the power to do something meaningful and, make something special happen in our lives and our world”, says Tony Kofkin, Managing Partner of Kofkin Bond & Co.

With the launch of Realise your Financial Potential, Kofkin Bond & Co is inspiring Australians to take a first step in pursuit of their chosen passion or purpose, and take small steps into a lifetime of happy memories.

“Realise your Financial Potential’ is a call to action, at a time when people truly believe in themselves to fuel change, and, whether big or small, an action that has the ability to make their world a better place. That movement is what we aim to unveil this financial year.

“Every day at Kofkin Bond & Co. we work to make a difference in the community. Whether it’s working with businesses to drive financial certainty to the bottom line, supporting Australians lessen their tax implications as a result of relocating or working side by side with those who have served, and continue to serve our nation, on a new wealth initiative to secure their financial future,” says Kofkin.