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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. We are one of the top financial services firms that are legally licensed to provide advice across all areas pertaining to finance. Many of our consultants have completed their additional studies and are fully compliant with the Financial Adviser Standards & Ethics authority (FASEA). FASEA was established by the federal government in April 2017 to set the education, training and ethical standards of licensed financial advisers in Australia. This requires all existing financial advisers to undertake a compulsory exam, partake in ongoing training, complete relevant qualifications as well as abide by a Code of Ethics.
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.
together, we can establish clear, realistic strategies 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.
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.
Credit Assistance Services are provided by Bongiorno Wealth Management Pty Ltd Australian Financial Service Licence No. 345313
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.
Matt is a vital member of our Doctors in Training team where he is primarily responsible for medical and dental students, Interns and young professionals moving through their careers. In addition to helping guide young medical and dental professionals on the correct financial path from the start of their careers, Matt also manages the personal risk insurance for Director, Michael Waycott’s clients. Holding a Bachelor of Commerce degree from the University of Melbourne, with majors in Finance, Management and Criminology, Matt has also attained his Diploma of Financial Planning and Certificate IV in Mortgage Finance Broking.
Matt’s favourite item of clothing is his board shorts.
Tom works closely with advisers Matthew Homewood and Mitchell McKeown, assisting with their clients financial planning and insurance needs. Tom manages renewals for the practice, as well as providing a high level of general administrative service to our clients, directors and insurance team. Tom holds his Diploma in Financial Planning DipFP.
Tom is currently learning both the acoustic guitar and Tai Chi!
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!
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)