Establish a strategic plan to make the most of your savings and create a solid foundation for long-term wealth. We’re here to help you plan and create a secure financial future. We’ll take the time to get to know you, your particular needs and establish a realistic plan to make the most of your savings and set the foundation for long-term wealth. We're here for the long haul.

 

we are here to help young medical professionals realise their dreams. you can own your own home

home loans with ricky and ben

 

specialist advisers

We’ve proudly helped medical and dental professionals grow, manage and protect their wealth since 1964. We can equip you with the knowledge and tools to help optimally structure your finances and make sure you’re future ready.

 

we can help

Being a young professional is hard work and time-consuming. You can often feel overwhelmed by your finances and not know what to do next. We help make the most of your income and look after your financial needs so you can focus on your career.

 
student services include:
  • student loans
  • salary packaging
  • tax returns
  • home loans
  • personal loans
  • credit cards
  • insurance
  • superannuation
 
 

bongiorno's recommending protection insurance for me has been a real comfort. I didn't realise how vulnerable I might be as a doctor.

gen on making her day a good day

who you'll be having a good chat with

Ricky Caldow

Financial Consultant

Starting out in Private Practice Specialist, Rick has worked in the financial services industry for over 10 years. With a Bachelor of Commerce from Deakin University, an Advanced Diploma in Financial Services (Financial Planning) and a Certificate IV in Mortgage Finance Broking, Rick is well qualified to provide financial advice to his young doctor and dentist clientele.

Rick is the master of the Weber Q!

Ben Bongiorno

Financial Consultant

Ben holds a Bachelor of Commerce, as well as a Masters in Financial Planning from Deakin University. He is also CFP qualified, a member of the FPA and has a certificate IV in Mortgage Finance Broking. After working with an accounting firm specialising in Medical Practitioners, Ben joined The Bongiorno Group team in 2010 and works with young medical professionals.

Ben spends all of his spare time shopping in Bunnings.

Mitch McKeown

Financial Consultant

As part of the Doctors in Training team, Mitch works with young medical professionals to advise on the best financial platform to kick-start their careers. He holds a Bachelor of Business Administration (majoring in Accounting and Marketing), a Diploma of Financial Planning and a Certificate IV in Finance and Mortgage Broking.

Mitch aspires to be the next Australian to win the US Masters.

Kelly Brown

Executive Assistant/Client Relationship Manager

Kelly manages the day-to-day enquiries of our young medical professionals and works closely with the marketing team to maintain our strong relationships with student bodies. With a background specialising in Event Management, Kelly has also held PA roles in London and throughout Australia.

When Kelly was little, she wanted to be an artist.