Dynamic Wealth Strategies

Scroll Down Icon

Dynamic Wealth Strategies

Julie Bongiorno Logo

Finance and Risk Management Specialist

We realise that our business can’t be all things to all people, which is why Julie Bongiorno services are developed for Professionals. Contact us for specialist assistance in finance structures to increase your wealth in the long-term, and wealth protection through risk management to protect yourself should adversity strike.

Our Master Plan

To deliver outstanding service on an ongoing basis – to exceed our clients’ expectations

Doing what we say we’ll do

Assist you to set up a strategic plan for wealth creation and goal clarification

We Specialise in:

Finance — Structuring your loan to assist you to build your wealth in the long run

Risk Management — Life insurance, Trauma & Permanent Disability, Business Expenses and Income Protection

Finance

Structure is the most important part of the loan process. Let us help you with your personal and business loans.

Insurance

We have long-term relationships with many of the major insurance companies. Contact us to review your insurance programme.

Property Outlook

Use our unique search tool, normally reserved for real estate agents only, that provides valuable sales and rental data.

Financial Dream Creator

Work with us to purchase or refinance, and we will coordinate with the banks, solicitors and conveyancers on your behalf.

Here to Help You Achieve Your Dreams!

I love building relationships and getting to know people, and I am fortunate enough to say that many of my clients are friends too. I am also very fortunate to come to work every day to be surrounded by family and pseudo-family; it makes the office a very fun place to be. These people are my mentors; not a day goes by that I don’t learn something from their 50 years+ of experience, which I can then impart on to my clients. Plus, we always have a good laugh while doing it.

Hand and Cog

Deliver Outstanding Service

We aim to deliver outstanding service on an ongoing basis, and consistently exceed your expectations.

Talk Bubbles

Live Up to Our Promise

We intend to do what we say we’ll do, so if we have made a commitment, we will keep to it.

Bags of Money Icon

Strategy for Wealth Creation

We will assist you to set up a strategic plan for your personal wealth creation and goal clarification.

About Us

Hi, I’m Julie. Financial planning has been in my blood from a young age. I always loved numbers and working with people, so financial planning was the perfect fit for me.

A great day for me is waking up to the happy sounds of my toddler, playing with him until I go to work, seeing great clients at work and having appointments with my father, sister, uncle and cousins also in the financial planning industry.

Our COVID Plan

During this pandemic, we will be working remotely via phone and video call, so it will be business as usual. Our phone lines are still operational, with the preferred contact number of (03) 9863 3140, but if you need to contact us outside of business hours, Julie’s mobile is 0419 899 987. Alternatively, email Julie at juliebongiorno@bongiorno.com.au.

Be safe and stay healthy

CTA Phone

Contact Us for Finance and Risk Management Assistance on (03) 9863 3140.

Scroll to Top