Make the most out of your assets, build a reliable and tax effective long-term income strategy and secure your ideal retirement situation.
We understand the importance of identifying your future goals and establishing a clear, realistic path to achieve them. We’ll take the time to get to know you and your individual needs so that we can make appropriate recommendations and provide the best advice. Together we’ll make the most of your assets, build an income that’s both reliable and tax effective and secure your ideal retirement by optimally structuring your finances right from the start.
- paint and establish a clear picture of your current financial position and situation
- realise and identify exactly where you want to be and set clear, specific goals
- discuss and implement realistic strategies, plans and investments to protect against risk, maximise your return and ensure you achieve your retirement goals
estate and multi-generational planning
We can arrange your financial affairs to ensure your wishes are implemented through an efficient and effective tax distribution of your estate. Estate planning includes:
- will creation and maintenance
- powers of attorney
- preserving and protecting assets
- superannuation death nominations
- And more!
We’ll provide you with education, expert advice and solutions to help manage your superannuation, meet your retirement income goals and secure a resilient financial future. We’ll ensure you don’t lose out on any potential money and/or benefits and that your superannuation is easy to manage. We’ll make sure your super is working around the clock for you.
who you'll be having a good chat with
Tony is a founding partner of the Bongiorno Group. Tony holds a Bachelor of Commerce degree and is a Certified Financial Planner and specialist SMSF advisor. He is also a fellow of the Institute of Public Accountants and a Chartered Tax Advisor (CTA). Tony is a regular presenter at financial seminars and an invited speaker and guest at a multitude of business forums throughout Australia.
A dedicated family man, Tony loves horseracing and competes in triathlons.
Paul has been with the Bongiorno Group for over 27 years managing client’s taxation, insurance, finance and investment needs. Paul holds professional qualifications including a Bachelor of Commerce degree and a Masters of Taxation. He is a Certified Financial Planner, a Chartered Tax Advisor (CTA) and is soundly qualified to provide specialist advice on all financial needs.
Paul loves scuba diving and trying to save the Great Barrier Reef from Drupella Snails.
Michael has provided specialist accounting and financial advice to the medical profession since 1998. Holding a Bachelor of Business degree and a Diploma in Financial Services (Financial Planning), Michael is also a member of the National Institute of Accountants. Michael regularly speaks on financial matters with RACS (Royal Australian College of Surgeons) and other medical associations around Australia.
Michael played 2 years of senior football with his father.
Jim graduated from Monash University in 1988 with a Bachelor of Business in Accounting and joined the Bongiorno Group in the same year. As a registered tax agent, accountant and financial planner, Jim is well qualified to provide specialist advice on the financial needs of the Medical and Dental Practitioner.
Jim was born in Greece and still listens to Greek radio daily.
Loretta is the head of Financial Planning at the Bongiorno Group. She holds a Bachelor of Business (Accounting), a Diploma of Financial Planning and Certificate IV in Finance and Mortgage Broking. Loretta is a valued member of the Institute of Public Accountants and a Certified Financial Planner with extensive experience in the Financial Services Industry.
Loretta is obsessed with watching home shows such as Grand Designs and Escape to the country.
Working as an integral part of the Financial Planning team, Katie brings over 10 years’ experience in the Accounting and Financial Services industry. She holds a Bachelor of Business (Accounting) degree from Swinburne University of Technology, is a member of CPA Australia and has completed a Diploma of Financial Planning.
Katie makes a mean paella.