What our clients say…..
Making personal financial decisions, no matter how big or small has been made very easy by Julie and her team at Bongiorno Financial Advisers.
From the very start we have been able to make well informed decisions to suit our financial situation and lifestyle. Julie has made us think about what we want in life and the path to achieve such, including protecting ourselves financially against whatever life throws at us including sickness or injury. Julie’s support is on-going, including giving us access to key financial personnel. We are very comfortable to be honest and open in discussing financial situations that could/will affect our future, and we thank her for that.
Edward Newson – Broker Manager
Marie Muscat - Administrative Support
Julie’s friendly and professional approach when dealing with first time house buyers helps to alleviate many concerns you may have if faced with selecting a mortgage broker or financial planner. Julie is CA qualified accountant therefore has a solid accounting background and is well versed also from a taxation perspective, making her the perfect planner to assist in buying property and also structuring your finances. I have recommended Julie and Bongiorno’s to many friends buying property or looking for a skilled financial planner to assist with managing their money.
Nicole Petrie – KPMG
My wife and I came to Julie on recommendation from a family member as we were seeking personal insurance. In our experience, Julie is a dedicated professional, friendly and highly knowledgeable person in financial and insurance needs of young people looking to build a well-balanced future. We wanted to have quality insurance products and sound advice on these products as we both consider life, income protection and critical illness insurance a valuable and necessary insurance cover in our lives. We insure our cars, laptops, homes and have private health insurance; however, out of all of these insurance covers, private health insurance and personal insurance are easily the most important. Not that we ever wish for something unfortunate to happen (no one does); however, if we do face any health challenges, it is definitely peace of mind knowing that money will not be an issue during a time when we would need it most.
Anthony Collins - Primary School Teacher
Nicola Collins - University Student
Since meeting Julie Bongiorno and her team we have found resounding success with managing our financials, and have a firm financial plan in place with realistic goals. Julie has been there from day one prior to the purchase of our new home, providing sound financial & real estate advice to help us achieve our dream. We highly value Julie’s ongoing support program whereby we receive regular phone calls and checks to assist us. No questions have been too difficult and we always receive a prompt and clear response.
Julie has been with us each step of the way and took all of the time we needed to answer our questions and provide guidance - all explained in easy terms. Julie’s ongoing support continues to keep us on track with our financial goals and savings plan. We would have no hesitation in highly recommending Julie and have done so to several of our friends.
Karen and Mark Webb