Financial Planning for Doctors in Sydney

Bongiorno and Partners NSW offers a comprehensive suite of financial services specifically tailored for doctors and surgeons, recognising the unique financial landscape that medical professionals navigate.

Bongiorno and Partners offers a wide range of tailored financial planning services that are specifically designed to meet the unique and ever-evolving needs of doctors at any stage of their professional careers. Whether you are just embarking on your journey as a medical student, navigating the early phases of your professional career following graduation, or are a well-established practitioner with many years of valuable experience under your belt, our dedicated team possesses a deep understanding of the distinct challenges, complexities, and opportunities that you may encounter along the way. We provide a comprehensive suite of services, including detailed and strategic tax planning, effective investment management tailored to your individual goals, and intelligent wealth protection strategies, all of which ensure that your financial goals and strategies align seamlessly with your personal aspirations and long-term objectives. With over 60 years of experience in the healthcare sector, we are profoundly committed to assisting you in the ongoing processes of growing, managing, and safeguarding your wealth, allowing you to maintain your focus and dedicate your time and energy on what you do best—caring for your patients with the utmost dedication, skill, and compassion.

Services We Offer

Bongiorno & Partners offers a comprehensive range of services tailored specifically for doctors and surgeons. Our expertise spans several key areas to ensure your financial health is optimally managed.

Taxation

Navigating the complexities of tax can be daunting. Our tax professionals specialise in the medical sector, ensuring that you are fully compliant while maximising your tax efficiencies. We offer tax return preparation, advice on tax planning strategies, and assistance with audits or disputes.

 

  • Tax planning

  • Business structures

  • Income Tax Returns and Business Activity Statements

  • Salary Packaging

  • Fringe Benefits Tax

  • Capital Gains Tax

  • Land Tax and Payroll Tax

  • Self-managed superannuation funds

Financial Planning

We provide personalised financial planning services that take into account your unique circumstances, goals, and aspirations. Our team collaborates with you to develop a strategic plan that aligns with your financial objectives for both your practice and personal life.

 

  • Investments

  • Wealth accumulation

  • Superannuation

  • Business structure

  • Estate planning

  • Goal identification

  • Budgeting

Insurance and Risk Management

Protecting your income and assets is paramount. We offer tailored insurance solutions, including income protection, life insurance, and business overheads insurance, to safeguard your financial future and that of your loved ones.

 

  • Income protection

  • Business expense cover

  • Life insurance

  • Trauma cover

  • Total and permanent disability

  • Partnership cover (including buy/sell arrangements)

  • Needlestick insurance

Finance

We can structure your finances for the optimal tax outcomes, and arrange cost-effective finance products that will help you achieve your goals.

 

  • Home loans

  • Investment property loans

  • Car loans

  • Equipment loans

  • Office furniture loans

  • Office fit-out loans

Additional Specialties

 

Superannuation Management

We provide expert advice on superannuation, helping you to optimise your retirement savings. Our services include super fund establishment, contribution strategies, and investment options to ensure you enjoy a comfortable retirement.

Practice Management Consulting

We understand that running a practice involves various financial complexities. Our consulting services focus on practice management, helping streamline your operations and improve profitability while providing insights into cost control and growth opportunities.

Succession and Estate Planning

Planning for the future is crucial for your assets and beneficiaries. We assist with succession planning for your practice and estate planning to ensure your wishes are executed and your legacy is protected.

At Bongiorno & Partners, we pride ourselves on delivering a high-touch service that understands the intricacies of the medical professions. Our dedicated team is here to support you in growing, managing, and protecting your wealth.

We specialise in Accounting Financial Services tailored to the doctors and surgeons.

 
 

Meet our talented team of Accounting and Planning experts

The Bongiorno team comprises dedicated professionals with extensive experience in financial services tailored specifically for medical practitioners. Each team member brings a wealth of expertise across various disciplines, ensuring a comprehensive approach to managing, growing, and protecting clients' wealth. We prioritise understanding the unique challenges and opportunities faced by our clients, fostering strong relationships built on trust and personalised service to effectively support their financial health.

Book an obligation free appointment

To find out how we can help you meet your goals and objectives.


You can complete the form,
call us on (02) 9326 2788,
email us on enquiries@bongiorno.net.au
or contact one of experienced team directly.