Build a secure financial future with the guidance of our personalised advice on wealth creation, superannuation, retirement, estate planning and more.
Our expert advisers can create and help implement a customised, strategic financial plan with your priorities and goals in mind. We’ll help you create wealth, protect your income as well as plan your retirement. We’re here to not only help with your everyday needs, but to also make sure you’re confident as your financial situation becomes more complex and your career matures.
wealth creation
Our wealth creation experts can help choose on-target investment strategies that best suit your current situation. We’ll carefully consider things like timeframe, risk versus reward and more to yield greater results and make you more comfortable about your choices.
retirement planning
Together, we can establish clear, realistic strategies and investments to achieve your long-term goals, protect against risk and build a retirement income that’s both reliable and tax effective. We will make sure your assets are optimally structured right from the start.
superannuation
Get educated and equipped with advice to help you understand your superannuation options. It’s time to put your savings to good use in either a self managed, retail or industry superannuation fund.
Loretta is the Director 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.
Maria is the Head of Financial Planning and Insurance at the Bongiorno Group. Maria has worked in banking and finance since 2001 where she specialised in Financial Planning for Private Bank and medical specialist clients. Maria holds an Advanced Diploma of Financial Planning and is a member of the Financial Planning Association.
Maria loves to cook and is a qualified pastry chef.
Allison spent the past eight years in Bongiorno’s Sydney office most recently as a Client Services Manager. Allison is currently studying her Diploma of Financial Planning. Her role includes the implementation and ongoing administration of client’s financial strategies; including responding to client queries, preparation of reports and advice documents, as well as providing support to all the advisers.
Allison aspires to be a contestant on The block, House Rules or Reno Rumble
A valuable team member, Elana assists the Financial Planning team with the implementation of client strategies. She liaises with super funds and managed funds to assist the advisers in information gathering, work overflow and reporting.
Elana is a card shark!
