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achieving your life goals

We take an integrated approach to help you achieve your career and life goals. We’ll take the time to get to know you and your specific needs so we can provide the advice and planning tailored to your desired future. Together we’ll structure your finances to make the most of your assets and income, allowing you to plan your retirement with confidence.
We can help you plan a work life balance to transition to retirement, as well as consider your intergenerational wealth and estate planning wishes.

how we can help you

plan for your retirement with confidence

the process

the process

Understanding your financial needs and creating solutions that work for you is our specialty. We take the time to establish a clear picture of your current financial situation and work with you to identify exactly where you want to be – setting clear, specific goals for your life and career.

By discussing and implementing realistic strategies, plans and investments, we help to protect you against risk, maximise your return and ensure you achieve your retirement goals.

estate and multi-generational planning

estate and multi-generational planning

We can help you arrange your financial affairs to ensure your wishes are implemented through an efficient and effective tax distribution of your estate.

Estate planning includes will creation and maintenance, appointing powers of attorney, preserving and protecting assets, and superannuation death nominations.

superannuation

superannuation

Throughout the years you’ve laid the foundations for your career and lifestyle.  Now is the time to ensure your superannuation is working to build a resilient financial future for you.

Our advisers are here to support you with education, expert advice and tailored solutions that meet your needs. We’ll make sure your super is working around the clock for you.

contact us to discuss your retirement needs

our team

who you’ll be having
a good chat with.

Tony Bongiorno

Tony Bongiorno

Director

Tony is a founding partner of the Bongiorno Group. Tony holds a Bachelor of Commerce degree and is a Certified Financial Planner and specialist SMSF advisor. He is also a fellow of the Institute of Public Accountants and a Chartered Tax Advisor (CTA). In addition, Tony has completed the education requirements set out by the Financial Adviser Standards and Ethics Authority (FASEA). FASEA was established by the Federal Government in 2017 to set the education, training and ethical standards of licensed financial advisers in Australia. Tony is a regular presenter at financial seminars and an invited speaker and guest at a multitude of business forums throughout Australia.

A dedicated family man, Tony loves horseracing and competes in triathlons.

Paul Fox

Paul Fox

Director

Paul has been with the Bongiorno Group for over 27 years managing client’s taxation, insurance, finance and investment needs. Paul holds professional qualifications including a Bachelor of Commerce degree and a Masters of Taxation. He is a Certified Financial Planner, a Chartered Tax Advisor (CTA) and is soundly qualified to provide specialist advice on all financial needs.

Paul loves scuba diving and trying to save the Great Barrier Reef from Drupella Snails.

Michael Waycott

Michael Waycott

Director

Michael has provided specialist accounting and financial advice to the medical profession since 1998. Holding a Bachelor of Business degree and a Diploma in Financial Services (Financial Planning), Michael is also a member of the National Institute of Accountants. Michael regularly speaks on financial matters with RACS (Royal Australian College of Surgeons) and other medical associations around Australia.

Michael played two years of senior football with his father.

Jim Tsirtsakis

Jim Tsirtsakis

Director

Jim has been with the Bongiorno Group since 1988, managing specialist accounting and taxation needs as well as insurance and finance advice to medical professionals.

Holding professional qualifications including a Bachelor of Business degree, Jim is also is a Certified Financial Planner (CFP), a Chartered Tax Advisor (CTA) and is a member of the Institute of Public Accountants. Jim regularly speaks on financial matters with RACS (Royal Australasian College of Surgeons) and other medical associations around Australia. Jim has also completed the education requirements set out by the Financial Adviser Standards and Ethics Authority (FASEA). FASEA was established by the Federal Government in 2017 to set the education, training and ethical standards of licensed financial advisers in Australia.

Loretta Hill

Loretta Hill

Director

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.

Nick Fennessy

Nick Fennessy

Director

Nick joined the Bongiorno Group in 2008 and provides specialist advice to young doctors and dentists. With a Bachelor of Business Management (majoring in Accounting and Finance), an Advanced Diploma in Financial Services, as well as many other professional qualifications, Nick is also a member of the Financial Planning Association of Australia. In addition, Nick has completed the education requirements set out by the Financial Adviser Standards and Ethics Authority (FASEA). FASEA was established by the Federal Government in 2017 to set the education, training and ethical standards of licensed financial advisers in Australia.

Nick has travelled to over 50 countries!

Sarah Thorburn

Sarah Thorburn

Director

Sarah has worked in financial services for over 20 years and joined the Bongiorno Group in 2001. Graduating from Melbourne University with a Bachelor of Commerce degree, Sarah also holds a Diploma of Financial Services (Financial Planning).

Sarah also looks after clients in the greater Geelong area where the Bongiorno Group has an ongoing presence.

Sarah hitchhiked solo from Argentina to Chile and back again (approx. 600km) in 1 day.

Vanessa Smith

Vanessa Smith

Senior Financial Consultant

Vanessa has worked in the Financial Services Industry for over 15 years and joined the Bongiorno Group in 2007. Specialising in Tax and Financial Planning for young professionals, Vanessa holds a Bachelor of Business (Accounting) degree and is a Certified Financial Planner. She also holds an Advanced Diploma of Financial Services (FP) and Certificate IV in Finance and Mortgage Broking.

Vanessa regrets watching renovation shows and taking on her own renovation “project”.

Ricky Caldow

Ricky Caldow

Financial Consultant

Starting out in Private Practice Specialist, Rick has worked in the financial services industry for over 10 years. With a Bachelor of Commerce from Deakin University, an Advanced Diploma in Financial Services (Financial Planning) and a Certificate IV in Mortgage Finance Broking, Rick is well qualified to provide financial advice to his young doctor and dentist clientele. Ricky has also completed the education requirements set out by the Financial Adviser Standards and Ethics Authority (FASEA). FASEA was established by the Federal Government in 2017 to set the education, training and ethical standards of licensed financial advisers in Australia.

Rick is the master of the Weber Q!

Book in for a chat
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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)