16 July 2024 — podcasts

Beware the financial misdiagnosis!

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Written by bongiorno group

A do-it-yourself approach to managing your financial matters is tempting. But, for the uninitiated, you don’t know what you don’t know, and financial decisions, such as choosing home loans and insurance policies, are more intricate than they appear on the surface. Doing it yourself could lead to a misdiagnosis, according to Ricky Caldow and Mitch McKeown, Directors at the Bongiorno Group.
 
Just as a non-medical person should consult a GP for medical issues, consulting a professional for financial matters is crucial. Obtaining advice early on can prevent costly mistakes and complications later.
 
This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product disclosure Statement before deciding to acquire the product.


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