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May, 2013

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Why Insurance?

Taking care of your future financial health

Your income helps build the lifestyle you enjoy and provides security and stability for you and or your family. But unfortunately, it is not always guaranteed. Therefore, to safeguard everything you’ve worked hard for and ensure you and your family are covered against illness, injury or death, risk insurance is crucial. As well as peace of mind, it can provide you with an income or lump sum when you need it most.

The Bongiorno Group has been our financial and insurance advisor for more than 10 years, and throughout this time they have cared for us like family. They have consistently pre-empted our needs as our family grew, as my career shifted from clinical practice to building companies, as we moved overseas and then eventually returned home. As a result, the Bongiorno Group has helped us to approach each transition well prepared - allowing us to turn good times into great times, avoid mistakes and face difficult times without financial worries.

Many doctors commence their career not sure that they need a financial advisor, not realizing the twists and turns that lie ahead. We're glad we chose to use the Bongiorno Group. Thank you Joe, Tony, Margaret, Keonie, Chloe, Jeff and the whole Bongiorno team for your ongoing support.

Dr Hugo Stephenson, MBBS Bsc, Melbourne University

Want to know more?

Download our Insurance fact sheet by clicking the button below or contact us to book your initial consultation. Call 9863 3111 or enquiry@bongiorno.com.au

 

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The Bongiorno Group in association with The Tax Institutes produces regular ‘TaxWise’ newsletters.

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