coffee & chat
plan your future financial success
Let us help you create wealth, protect your income, and plan your retirement. We’ll accompany you on this journey, helping with the simpler everyday needs through to the complex as your career and financial circumstances mature.
We’re one of the top financial service firms that is legally licensed to provide advice in all areas. We have consultants who are fully compliant with the Government’s Financial Adviser Standards, setting education, training standards and code of ethics for all Australian licensed advisers – both those entering and those already working in the industry.
investments
our qualified advisers can help develop investment strategies that best suit your current situation. We’ll consider timeframes, your risk profile, and other factors to yield greater results within your comfort parameters.
retirement planning
together, we can establish realistic strategies to achieve your long term goals, protect against risk, and build a retirement income that’s reliable and tax effective.
superannuation
knowledge is power, which is why we’ll bring you up to speed on the relevant options to make sure your super is working as hard as you do. We have the experience needed to review and advise on your self-managed, industry or retail superfund.
contact us to discuss your financial planning needs
Financial Planning services are provided by Bongiorno Wealth Management Pty Ltd Australian Financial Service Licence No. 345313
your financial journey
01. discovery meeting
- get to know one another
- uncover your financial goals
- gather documents and data
02. review current position
- present our letter of engagement
- obtain your consent to act
- review your current financial situation
- map a financial strategy
03. establish a wealth strategy
- document our recommendations
- present our advice
- agree on a plan and path
- obtain your consent to implement
04. implement advice
- complete necessary applications
- implement your financial plan
- your plan and path is underway
05. ongoing review
- work together to manage your financial future
- partner with you as your financial needs become more complex
- provide guidance and coaching through retirement
make every day a good day
Interested in speaking with one of our advisers about achieving your financial and lifestyle goals? Click below to register your interest and we will contact you to make a complimentary appointment (that fits around your busy schedule)