coffee & chat
protecting what matters
As a healthcare professional, you know better than most that life can unexpectedly change in a moment. Your ability to continue to provide for you family and service any loans is imperative to your peace of mind, so let us search the market, talk to providers, and find the cover that’s right for you.
here if you need to claim
We know making an insurance claim can be stressful and time consuming. That why we don’t just arrange the best protection, we’ll also deal with the provider on your behalf to progress claims, leaving you to get on with what you do best.
peace of mind
To safeguard the things you’ve worked hard for and to ensure you and your family are covered in the event of illness, injury or death, insurance is crucial. It can provide you with an income stream and/or a lump sum when you need it most.
business continuity solution
Insuring key people in your business can also provide a mechanism to fund your Buy-Sell Agreement. We can help structure a policy that provides the most appropriate level of coverage 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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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)