25 June 2024 — podcasts

Don’t go it alone with your tax or financial planning

audio available
Written by bongiorno group

If you want to avoid costly mistakes and ensure optimal financial management, it’s essential that you get the proper professional support. Evidence from the Australian Tax Office indicates that clients of professional firms — like the Bongiorno Group — claim two and a half times more than those who file their taxes independently.
 
The Bongiorno Group’s Directors Ricky Caldow and Mitch McKeown explain how professional financial advisors are better equipped to navigate market risks and regulatory requirements, ensuring safer and more effective investment strategies.
 
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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