coffee & chat
protecting yourself
Your ability to earn an income is paramount to your life and lifestyle. What would happen if your circumstances changed?
With our access to a broad range of insurance providers, vast understanding of the market and what each provider can offer you, we can arrange and structure coverage to suit your needs.
we’re here for you
When it comes to the crunch, making a claim can cause stress you could well do without. We don’t just structure your coverage, we’re here for you if something does go wrong. We progress your claim with the provider on your behalf, getting the result you and your family need so you can focus on moving on.
have peace of mind
To safeguard everything you’ve worked so hard for and to ensure you and your family are covered against illness, injury or death – risk insurance is crucial. It can provide you with an income stream, a lump sum or both, when you need it most.
business protection solution
Arrange insurance for key people in your business or as a mechanism to fund your Buy-Sell Agreement. We can advise on the right policy and get you the level of coverage most appropriate for your business.
contact us to discuss your insurance needs
Credit Assistance Services are provided by Bongiorno Wealth Management Pty Ltd Australian Financial Service Licence No. 345313
your insurance journey
01. discovery meeting
- get to know one another
- discuss your career and lifestyle goals
- gather documents and data
02. review current position
- present our letter of engagement
- obtain your consent to act
- develop a personal risk plan
- we’ll research various insurers and policies
- complete preliminary medical assessment
03. establish an insurance 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 insurance plan
- your financial future is secured
05. ongoing maintenance
- contact us when your circumstances change
- if you need us, we can help facilitate your claim
- policy changes? advise us and we can assist
What our clients say
gen on making
her day
a good day
“bongiorno's recommending protection insurance for me has been a real comfort. I didn't realise how vulnerable I might be as a doctor.”
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recent changes to insurance
Bongiorno director, Nick Fennessy, explains recent changes to insurance you should be aware of.
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our teamwho you’ll be having
who you’ll be having
a good chat with
Matthew Homewood
Financial Consultant - Interns
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.
Helen Lloyd
Insurance Client Service Manager
With a Diploma of Financial Services, Helen has over 20 years’ experience specialising in personal risk insurance. Helen works closely with our clients to ensure all their insurance needs are met.
Helen used to ride her pet cow called Mischief.
Tom Will
Client Services Manager
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!
Carole Kealy
Insurance Client Service Manager
Carole looks after insurance renewals, follows up on overdue premiums and keeps client insurance details up-to-date. Carole has been a part of the Bongiorno Group for over 35 years, working in all areas of the company,
Carole loves tennis and is a major Stefan Edberg and Rafa Nadal fan.
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)