coffee & chat
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 […]
11 March 2025
Relationship Matters Part 3: Tax consequences of divorce — by bongiorno group
When relationships break down, dividing assets can get messy, especially when it comes to the family home, investment properties, or family businesses. While keeping the house might seem like the easiest option, tax consequences can catch people by surprise. One wrong step could mean unexpected tax bills down the track. That’s why having the […]
4 March 2025
Relationship Matters Part 2: Pre-nups — by bongiorno group
Despite their potential to protect assets and prevent future disputes, prenuptials remain underutilised. For many, they’re an essential part of asset protection strategy, offering clarity and certainty in case the unexpected happens. But they’re not without challenges. Vic Rajah, firm principal at Vic Rajah Family Lawyers, and Chantelle Turner, Tax Manager at the Bongiorno […]
25 February 2025
The impact of lower interest rates on borrowing power — by bongiorno group
The Reserve Bank of Australia’s recent decision to lower the cash rate by 0.25% to a target of 4.1% is the first reduction since November 2020. The Bongiorno Group’s Matt Homewood and Jack Will explore what this means for both existing mortgage holders and new borrowers, examining how lenders may respond and the potential impact […]
18 February 2025
Relationship Matters Part 1: Divorce — by bongiorno group
Divorce is one of those events that marks a significant life transition, often accompanied by emotional, financial, and legal complexities. It raises critical questions: How are assets fairly divided? How can disputes be resolved efficiently while minimising conflict? Vic Rajah, firm principal at Vic Rajah Family Lawyers, and Chantelle Turner, Tax Manager at the […]
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