Financial Planning

Financial security is about measuring where you are now against where you would like to be in the future. Our qualified and experienced advisers offer a wide range of financial planning services.

Our team specialises in:

 
  • Investments

  • Wealth accumulation

  • Superannuation

  • Business structure

  • Estate planning

  • Goal identification

  • Budgeting

No matter what your career stage, Bongiorno can give you appropriate guidance so your lifestyle reflects your hard work and commitment.

Meet the Team

  • Aaron Chew

    Head of Financial Planning

  • James Brescia

    Senior Financial Adviser

  • Luigi Iacullo

    Senior Consultant

  • Stephanie Maroun

    Financial Adviser

  • Steven Wilkie

    Director - Head of Financial Services

  • Blake McKeown

    Director - Deputy Head of Financial Services

Have a chat with our specialist team to see how we might be able to help you