coffee & chat
1 December 2025
Invest with confidence in uncertain markets — by bongiorno group
Higher uncertainty and greater volatility may define today’s investment landscape, but for informed investors, this environment also brings opportunity. In our latest podcast episode of The Money Doctors, Beatrice Yeo, CFA, Investment Strategist at BlackRock, joins our Director, Vanessa Smith to explore how long-term structural megaforces including AI, geopolitical fragmentation and demographic shifts offer […]
18 November 2025
Blended families: avoiding a family feud with estate planning — by bongiorno group
Blended families are increasingly common in Australia, but they can make estate planning complex. Without a clear will or structure in place, questions of inheritance can quickly lead to conflict. Family lawyer Vic Rajah discusses with the Bongiorno Group’s Chantelle Turner how blended families can plan effectively using wills, testamentary trusts, and neutral executors. […]
18 November 2025
A real-life reminder of why cover matters — by bongiorno group
Having income protection in place is one thing—knowing it will deliver when you need it most is another. The Bongiorno Group’s Ricky Caldow and Mitch McKeown return to discuss a real-life income protection claim involving one of their medical clients. The case highlights the critical role insurance plays in supporting professionals through serious health […]
18 November 2025
Welcome AMAV President & the future of healthcare in Victoria — by bongiorno group
Strong leadership in medicine requires both clinical insight and a passion for advocacy — and Simon Judkins brings both to his new role as President of AMA Victoria. In this episode, the Bongiorno Group’s Executive Consultant Trevor Baxter speaks with Dr Simon Judkins, Director of Emergency Medicine at Echuca Regional Health and a respected […]
6 May 2025
The true cost of illness and how to prepare for it — by bongiorno group
The hidden costs of serious medical conditions can place an enormous strain on families. From cancer to chronic illness, the bills don’t stop at medical expenses. Lost income, childcare, travel, and long-term care add up fast. And with one in two Australians diagnosed with cancer before 85, it’s an issue that can’t be ignored. So […]
29 April 2025
Buying property PART 1: Preparing before auction day — by bongiorno group
Successful property buying isn’t just about browsing online listings – it’s about building relationships with agents who can connect you with opportunities you won’t find advertised. Marshall White real estate agent Ben Bongiorno joins Nick Fennessy, Director at the Bongiorno Group, explore how buyers can navigate the property market more effectively. In this first […]
1 April 2025
How to avoid investing disasters: Part 2 — by bongiorno group
Investing is more than just choosing stocks or funds – it’s about understanding the costs that can impact long-term returns. The Bongiorno Group’s Mitch McKeown and Ricky Caldow explore the often-overlooked fees associated with investing, including platform charges, advisor fees, and transaction costs. They discuss how these expenses affect portfolio performance over time and […]
25 March 2025
How to avoid investing disasters: Part 1 — by bongiorno group
There’s no shortage of self-proclaimed “experts” pushing the next big thing, but before you throw your hard-earned cash into the latest trend, let’s get back to basics. The Bongiorno Group’s Mitch McKeown and Ricky Caldow break down how to avoid disaster when investing – because a bad move can cost you more than just money. […]
18 March 2025
Understanding novated leases: are they worth it? — by bongiorno group
magine driving a new car while reducing your taxable income at the same time. That’s the core appeal of a novated lease – a salary packaging arrangement that lets you use pre-tax dollars to finance your vehicle and cover running costs like fuel, insurance, and servicing. But as with everything, there’s more to the […]
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