History
Antoinette Bongiorno has been working with Australia's leading legal professionals & business people since 1994. She specialises in understanding how to generate wealth creation for high achievers whose success in life often precludes them from spending the time and effort in creating, protecting and preparing for their own financial future.
As a trained lawyer, she knows the time and cost pressures associated with the highest levels of the legal profession and with our highly regarded business leaders. By working on a personalised and long term wealth creation plan, she delivers financial success and minimises the hassles of administration and regulatory imposts.
Her passion for helping her clients is only matched with her personal involvement in a large number of charities, aimed at creating opportunities for those less fortunate. In Australia, she has been involved with over 20 charities, giving back and paying forward.
Overseas, her personal quest has culminated in establishing the Bodhi Tree Special School that aims to help educate and care for disabled Indian children and their families.
Let's chat.
Making any change in your financial management is not easy. Who do you know, can I trust them, are they expert enough? What don’t they do that I still need to find? Will they take care of me and my family?
That’s why we start with a coffee. Investing just 30 minutes to share perspectives will help you decide what’s on your mind. And at the very least, you’ll get out of the office to think about this most important topic – your financial future. There’s no obligation, so give me us a call and let’s meet.
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Our Team
director
Antoinette Bongiorno
Antoinette Bongiorno has been working with Australia's leading legal professionals & business people since 1994. As a fully qualified lawyer, she specialises in understanding how to generate wealth creation for those high achievers whose success in life often precludes them from spending the time and effort on creating, protecting and preparing for their own financial situation.
Education
MELBOURNE UNIVERSITY: Bachelor of Laws/Bachelor of Commerce 1993
DEAKIN UNIVERSITY: Diploma of Financial Planning 1998
Certificate IV in Finance & Mortgage Broking 2013, Certified Financial Planner 1999
client services & Portfolio Administration manager
Rachel Van Der Heide
Rachel is your first point of contact for any question, process or updates that you require. She is an expert in making sure clients are fully informed as to what needs to be done, when it's required and what it means.
She is here to take care of the paperwork and process issues that arise from good financial management whilst ensuring you don't waste time you don't have.