Bongiorno

Name

Bongiorno

Legal name

Bongiorno & Partners (N.S.W.) Pty. Ltd.

Website

https://bongiorno.net.au

Company type

Private

Founded year

1964

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Edgecliff

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Professional Advisory Services: Revenue generated from providing accounting, taxation, financial planning, insurance, and finance advisory services to medical and dental professionals on a fee-for-service basis.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Bongiorno is a niche accounting and financial planning firm providing four core service pillars — Taxation, Financial Planning, Insurance/Risk Management, and Finance (including lending and mortgages) — tailored specifically to medical and dental professionals in Australia. Services are delivered through personalized, long-term advisor-client relationships across the medical career lifecycle, supported by client-facing portals (Wealth Portal via MyProsperity and Virtual Cabinet for documents) and supplementary educational resources.

Product overview

Bongiorno is a niche accounting and financial planning firm specializing in medical and dental professionals. The firm operates as a multi-service advisory practice offering four core service pillars: Taxation, Financial Planning, Insurance/Risk Management, and Finance. These services are delivered through personalized advisory relationships supported by client-facing digital portals (Wealth Portal and Virtual Cabinet Portal). The firm also provides a Resource Library of educational content and operates the Bongiorno National Network, a national alliance for medical professionals. The offering is structured around ongoing advisory relationships rather than a software platform, with services tailored to the unique financial lifecycle of medical professionals from early career through retirement.

Differentiator

Problem solved

Functional benefit

Products and services

• Taxation Services Tax planning and preparation services tailored for medical and dental professionals, covering compliance, business structure optimization, and tax deduction strategies specific to medical practices.
• Financial Planning Comprehensive financial planning services for medical professionals covering retirement planning, investment strategy, wealth management, and superannuation advice throughout their career lifecycle.
• Insurance / Risk Management Personal insurance management including death cover, total and permanent disability (TPD), income protection, and trauma cover for medical and dental professionals.
• Finance Finance solutions including lending, mortgage advice, and access to unique lending policies for medical professionals through banking partnerships such as Westpac.
• Superannuation Advice Services

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• Aware SupercoreStrategic or Co-development PartnerAware Super has appointed Bongiorno as an accredited adviser to assist their clients invested with Aware Super. As an accredited adviser, Bongiorno can view member account details through the Aware Super Adviser Portal and request information about member accounts and documents for tax return reconciliation. The partnership enables review of contribution amounts, insurance levels, and beneficiary nominations.
• Real Property BuyerscoreStrategic or Co-development PartnerMichael Salvartsis, founder and principal of Real Property Buyers, provides property market updates and buying services to Bongiorno clients. The partnership assists clients with property purchases and provides market insights including recent transaction examples and market observations.
• WestpaccoreStrategic or Co-development PartnerBongiorno has a working relationship with Westpac, allowing clients to access unique lending policies for property financing. The partnership enables clients to obtain finance for property purchases through preferential banking arrangements.
• PMC PropertyminorStrategic or Co-development PartnerJames Freudigmann, Director of PMC Property in Brisbane, works with Bongiorno to assist clients with property selection and due diligence for residential investment property purchases in the Brisbane market.
• 1Group Property AdvisoryminorStrategic or Co-development PartnerJulian Muldoon, Director of 1Group Property Advisory in Melbourne, collaborates with Bongiorno for property selection and due diligence assistance for residential investment property in the Melbourne market.
• Australian Orthopaedic Association (AOA)coreStrategic or Co-development PartnerThe Bongiorno National Network (BNN) became an official national alliance partner of AOA, empowering orthopaedic surgeons nationwide. This partnership provides specialized financial services and resources to AOA members.
• Royal Australasian College of Surgeons (RACS)coreStrategic or Co-development PartnerBongiorno National Network established the RACS Fellows Travel Grant in partnership with RACS Younger Fellows Committee. The grant supports Younger Fellows travelling overseas to further their post-fellowship studies, with two grants of $9,000 each for 2024.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Crowe Australasia: Large national accounting and advisory firm with healthcare industry expertise. Competes with Bongiorno in tax, business advisory, and financial planning for medical and healthcare clients across Australia.
• BOQ Specialist: Banking division dedicated to medical, dental, and veterinary professionals in Australia. Competitor in the medical professional finance space, particularly overlapping with Bongiorno's finance and lending services.
• Pitcher Partners: National Australian accounting and advisory network serving medical and healthcare clients. Larger, multi-discipline firm competing in the same medical-professional advisory space as Bongiorno with broader geographic reach.
• Medfin Finance: NAB-owned specialty finance provider for healthcare professionals. Overlaps with Bongiorno's finance pillar, particularly lending and practice finance for medical professionals.
• Ord Minnett: Australian private wealth manager and stockbroker serving high-net-worth individuals including medical professionals. Overlaps with Bongiorno in financial planning and wealth management for affluent professional clients.
• William Buck: Large Australian accounting and advisory firm with a dedicated medical and health services practice. Broader incumbent compared to Bongiorno, with deeper resources and wider service portfolio, but with significant overlap in serving medical professionals.

Direct peers

• Cutcher & Neale: Australian accounting and financial advisory firm specializing in medical and dental professionals, based in NSW. Directly comparable to Bongiorno in vertical focus (medical/dental), service offering (tax, financial planning, audit), and career-stage advisory model.
• Cooper Partners: Australian accounting firm with a strong dental and medical specialty practice, offering tax, business advisory, and financial planning to healthcare professionals. Closely aligned with Bongiorno's dental/medical vertical.
• Pilot Partners: Australian chartered accounting and business advisory firm with a dedicated medical and healthcare services division. Comparable to Bongiorno in serving medical professionals with tax, advisory, and wealth management services.
• Prosperity Advisers: NSW-based wealth advisory and accounting firm providing financial planning, superannuation, and tax services. Comparable to Bongiorno in service mix and Australian mid-market private-client focus.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bongiorno