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
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.
Deliver Outstanding Service
We aim to deliver outstanding service on an ongoing basis, and consistently exceed your expectations.
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.
Strategy for Wealth Creation
We will assist you to set up a strategic plan for your personal wealth creation and goal clarification.
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.