A do-it-yourself approach to managing your financial matters is tempting. But, for the uninitiated, you don’t know what you don’t know, and financial decisions, such as choosing home loans and insurance policies, are more intricate than they appear on the surface. Doing it yourself could lead to a misdiagnosis, according to Ricky Caldow and Mitch McKeown, Directors at the Bongiorno Group.

Just as a non-medical person should consult a GP for medical issues, consulting a professional for financial matters is crucial. Obtaining advice early on can prevent costly mistakes and complications later.

The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group, the preferred tax and accounting partner for the Australian Medical Association Victoria and the Australian Dental Association Victorian Branch.

For more information, please call 03 9863 3111 or visit https://bongiorno.com.au/

This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.

See omnystudio.com/listener for privacy information.

Some people still collect paper receipts, which can be hard to systemise and maintain over several years. Digital bookkeeping, on the other hand, enables real-time access to financial data, allowing you to collaborate more effectively with your accountant.

The Bongiorno Group’s Tax Manager David Lay and Director Nick Fennessy discuss the benefits of digital bookkeeping, including unfaded, reliable records, easy third-party access, and the ability to generate various reports like profit and loss statements.

The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group, the preferred tax and accounting partner for the Australian Medical Association Victoria and the Australian Dental Association Victorian Branch.

For more information, please call 03 9863 3111 or visit https://bongiorno.com.au/

This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.

See omnystudio.com/listener for privacy information.

High incidences of serious illness in Australia highlights the need for trauma insurance which offers critical financial support during severe illnesses, providing peace of mind and stability for affected individuals and their families.

Steven Jurcec at ClearView Wealth Limited joins the Bongiorno Group’s Tom Will and Yanish Geerdharry to discuss the important features of trauma policy options.

The appropriate level of trauma cover depends on individual needs and circumstances. This includes considering medical expenses, fixed costs like mortgage and education, and how it complements other insurance policies.

The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group, the preferred tax and accounting partner for the Australian Medical Association Victoria and the Australian Dental Association Victorian Branch.

For more information, please call 03 9863 3111 or visit https://bongiorno.com.au/

This general advice has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of this advice before acting on it. If this general advice relates to acquiring a financial product, you should obtain a Product Disclosure Statement before deciding to acquire the product.

See omnystudio.com/listener for privacy information.