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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.
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.
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.
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.
Credit Assistance Services are provided by Bongiorno Wealth Management Pty Ltd Australian Financial Service Licence No. 345313
Maria is the Head of Financial Planning and Insurance at the Bongiorno Group. Maria has worked in banking and finance since 2001 where she specialised in Financial Planning for Private Bank and medical specialist clients. Maria holds an Advanced Diploma of Financial Planning and is a member of the Financial Planning Association.
Maria loves to cook and is a qualified pastry chef.
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.
Prue plays an integral role in the insurance team, working closely with Director Nick Fennessy and Adviser Ben Bongiorno to assist with all their clients insurance needs. Prue joined the Bongiorno Group in 2012 and holds a Diploma of Financial Planning as well as a degree in Exercise Science and an Advanced Diploma in Accounting.
Prue was the Grade 6 Nut Bush Champion.
Joseph graduated with a Bachelor of Commerce from the University of Canterbury (NZ) in 2016. Having moved to Melbourne in 2017, he completed his Diploma of Financial Planning and is currently studying his Advanced Diploma in Financial Planning. Joseph works closely with all the directors in the preparation and implementation of both financial advice and insurance strategies.
Being a Kiwi, Joseph spends the majority of his time outside of work in a pair of jandals watching Rugby.
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 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 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.
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)