Why Bongiorno's

I want a personalised package that brings all my needs together in one parcel. A comprehensive range of products, services and structures.

"You can provide me all this? Terrific!"

Background

The Bongiorno Group was founded in 1964 and in 2009 we celebrate our 45th anniversary with an excellent growth in our loyal client numbers and their satisfaction of our range of services. We keep our clients by delivering the services they need.

Today

Bongiorno Financial Advisers Pty Ltd is the largest and longest established group of our kind in Australia. We specialise in handling the financial affairs of high net worth professional, especially those in the medical professions.

Our specialisation means we are leaders in:

Finance
Risk Management, Life insurance, Trauma & Permanent Disability, Business Expenses and Income Protection.
Financial Planning & Investment Advice.
Estate Planning, Asset Succession and Multi-Generational Wealth Planning.
Business Development
Superannuation, with an emphasis in self managed superannuation funds.
Tax & Accounting, Tax and accounting compliance services.

Bongiorno & Partners Vic & NSW Pty Ltd

Tax & Accounting compliance services by our Australian Society of Certified Practising Accountants approved staff in Sydney and Melbourne.

ProLoan & ProMed Finance Australia Ltd

ProLoan (Aust) Pty Ltd is a finance referral business which has a relationship with Westpac. Our agreement with Westpac is to provide clients with a referral for the purposes of obtaining Commercial, Business, Residential and Personal Investment loans.

For more details refer: www.proloan.com.au

ProMed Finance Australia is a specialist finance provider to the medical, dental, veterinary professions.

For more details refer: www.promedfinance.com.au

Working Relationships

We have developed strategic alliances with a large and growing number of financial service providers including major banks, fund managers and life insurance companies, in addition to our working relationships with government bodies such as the Australian Tax Office and the Australian Securities and Investments Commission.