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Catching Up With CUB

#212 Tony Kofkin - Personal Wealth Strategies

12 Jul 2024

Description

Daniel catches up with Tony Kofkin, Director of Kofkin Bond & Co. With over 50 years of industry experience, they are one of Australia's leading financial planning organisations for individuals, families, businesses, not-for-profits and charitable foundations, and highly regarded in private wealth management and corporate advisory.  Daniel and Tony discuss ways business owners can save money on their taxes, they explore the current state of the Australian economy and what to expect in the months to come. Tony further shares valuable insights on personal wealth preservation, trust funds & inheritance. 

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