The Money Doctors

Beware the financial misdiagnosis!


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

The Money DoctorsBy Bongiorno Group