Insurance only works when it evolves with your life. From rising incomes and growing debt to children, career changes and mounting premiums, reviewing your cover regularly can mean the difference between being properly protected and paying for insurance that no longer fits your needs. 

The Bongiorno Group’s Matt Homewood and Tom Will unpack the key triggers for reviewing income protection, life, trauma and TPD insurance. They explain how changing income, waiting periods, mortgages, school fees and lifestyle shifts should shape your insurance decisions over time. 

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 Victorian & Tasmanian Regional Alliance Partner of the Australian Orthopaedic Association. 

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. 

 

Insurance only works when it evolves with your life. From rising incomes and growing debt to children, career changes and mounting premiums, reviewing your cover regularly can mean the difference between being properly protected and paying for insurance that no longer fits your needs.&nbsp;
The Bongiorno Group&rsquo;s Matt Homewood and Tom Will unpack the key triggers for reviewing income protection, life, trauma and TPD insurance. They explain how changing income, waiting periods, mortgages, school fees and lifestyle shifts should shape your insurance decisions over time.&nbsp;
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 Victorian &amp; Tasmanian Regional Alliance Partner of the Australian Orthopaedic Association.&nbsp;
For more information, please call 03 9863 3111 or visit <a href="https://bongiorno.com.au/">https://bongiorno.com.au/</a>&nbsp;
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.&nbsp;
&nbsp;

The Money Doctors is a fortnightly podcast series offering conversations on financial wealth and money matters for Australian medical and dental professionals.

This podcast is proudly brought to you by leading financial services organisation the Bongiorno Group.

The general advice in this series 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.

The Money Doctors is a fortnightly podcast series offering conversations on financial wealth and money matters for Australian medical and dental professionals.
This podcast is proudly brought to you by leading financial services organisation the Bongiorno Group.
The general advice in this series 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.

The Money Doctors

The Money Doctors offers conversations on financial wealth and money matters for Australian medical and dental professionals. 

This podcast is proudly brought to you by leading financial services organisation the Bongiorno Group. 

The general advice in this series 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.

The Money Doctors offers conversations on financial wealth and money matters for Australian medical and dental professionals. 
This podcast is proudly brought to you by leading financial services organisation the Bongiorno Group. 
The general advice in this series 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.

The Hidden Risks of Outdated Insurance Cover

The Federal Budget could reshape the financial landscape for doctors, business owners and investors for years to come. While none of the major reforms are law yet, the proposed changes to capital gains tax, negative gearing and discretionary trusts have already sparked urgent conversations across the financial sector. 

Bongiorno Group directors Nick Fennessy and Mitch McKeown break down the biggest announcements from Treasurer Jim Chalmers’ latest budget and explain what they could mean in practical terms. They unpack the proposed overhaul of discretionary trust taxation, changes to negative gearing for future property purchases, major CGT reforms across all asset classes, and why self-managed super funds may emerge as one of the biggest winners. 

They also discuss EV tax concessions, private health insurance rebate reductions, instant asset write-offs, and why investors should avoid panic while the legislation process unfolds. 

The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group, the Victorian & Tasmanian Regional Alliance Partner of the Australian Orthopaedic Association. 

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. 

The Federal Budget could reshape the financial landscape for doctors, business owners and investors for years to come. While none of the major reforms are law yet, the proposed changes to capital gains tax, negative gearing and discretionary trusts have already sparked urgent conversations across the financial sector.&nbsp;
Bongiorno Group directors Nick Fennessy and Mitch McKeown break down the biggest announcements from Treasurer Jim Chalmers&rsquo; latest budget and explain what they could mean in practical terms. They unpack the proposed overhaul of discretionary trust taxation, changes to negative gearing for future property purchases, major CGT reforms across all asset classes, and why self-managed super funds may emerge as one of the biggest winners.&nbsp;
They also discuss EV tax concessions, private health insurance rebate reductions, instant asset write-offs, and why investors should avoid panic while the legislation process unfolds.&nbsp;
The Money Doctors is proudly brought to you by leading financial services organisation the Bongiorno Group, the Victorian &amp; Tasmanian Regional Alliance Partner of the Australian Orthopaedic Association.&nbsp;
For more information, please call 03 9863 3111 or visit <a href="https://bongiorno.com.au/">https://bongiorno.com.au/</a>&nbsp;
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.&nbsp;

Federal Budget 2026 - What It Means For You

The 2026–27 Federal Budget may prove to be one of the most significant tax turning points in decades. 

In this special budget breakdown is our panel of tax and wealth specialists from the Bongiorno National Network. To unpack the significant changes to capital gains tax, negative gearing and discretionary trust taxation is host Adam McCann, Managing Director of Bartons Chartered Accountants and Wealth Advisors, Bongiorno Group’s Directors Nick Fennessy and Ricky Caldow, and Vince Lagana of Bongiorno and Partners. 

They discuss what the reforms could mean for medical professionals and high-income professionals, and self-employed business owners alike, including the planning opportunities and traps investors need to understand before key implementation dates arrive. From medical practices and property portfolios to family trusts and retirement strategies, they explain how these proposed reforms could reshape wealth creation for a generation of Australian professionals. 

 

This podcast is proudly brought to you by the Bongiorno National Network — a collective of like-minded financial services firms in every Australian state, dedicated to supporting medical professionals with expert financial advice. 

As the proud National Alliance Partner of the Australian Orthopaedic Association, the Bongiorno National Network is committed to helping surgeons grow, manage, and protect their wealth throughout every stage of their career. 

For more information, visit https://bongiornonationalnetwork.com.au/ 

This podcast contains general advice only and has been prepared without taking into account your objectives, financial situation, or needs. Before acting on any of this advice, consider its appropriateness to your circumstances. If it relates to a financial product, you should obtain and review the relevant Product Disclosure Statement before making any decision. 

The 2026&ndash;27 Federal Budget may prove to be one of the most significant tax turning points in decades.&nbsp;
In this special budget breakdown is our panel of tax and wealth specialists from the Bongiorno National Network. To unpack the significant changes to capital gains tax, negative gearing and discretionary trust taxation is host Adam McCann, Managing Director of Bartons Chartered Accountants and Wealth Advisors, Bongiorno Group&rsquo;s Directors Nick Fennessy and Ricky Caldow, and Vince Lagana of Bongiorno and Partners.&nbsp;
They discuss what the reforms could mean for medical professionals and high-income professionals, and self-employed business owners alike, including the planning opportunities and traps investors need to understand before key implementation dates arrive. From medical practices and property portfolios to family trusts and retirement strategies, they explain how these proposed reforms could reshape wealth creation for a generation of Australian professionals.&nbsp;
&nbsp;
This podcast is proudly brought to you by the Bongiorno National Network &mdash; a collective of like-minded financial services firms in every Australian state, dedicated to supporting medical professionals with expert financial advice.&nbsp;
As the proud National Alliance Partner of the Australian Orthopaedic Association, the Bongiorno National Network is committed to helping surgeons grow, manage, and protect their wealth throughout every stage of their career.&nbsp;
For more information, visit <a href="https://bongiornonationalnetwork.com.au/">https://bongiornonationalnetwork.com.au/</a>&nbsp; 
This podcast contains general advice only and has been prepared without taking into account your objectives, financial situation, or needs. Before acting on any of this advice, consider its appropriateness to your circumstances. If it relates to a financial product, you should obtain and review the relevant Product Disclosure Statement before making any decision.&nbsp;

Federal Budget 2026: important takeaways for medical professionals

The Federal Budget could reshape the financial landscape for doctors, business owners and investors for years to come. While none of the major reforms are law yet, the proposed changes to capital gains tax, negative gearing and discretionary trusts have already sparked urgent conversations across the financial sector. 

Bongiorno Group directors Nick Fennessy and Mitch McKeown break down the biggest announcements from Treasurer Jim Chalmers’ latest budget and explain what they could mean in practical terms. They unpack the proposed overhaul of discretionary trust taxation, changes to negative gearing for future property purchases, major CGT reforms across all asset classes, and why self-managed super funds may emerge as one of the biggest winners.  

They also discuss EV tax concessions, private health insurance rebate reductions, instant asset write-offs, and why investors should avoid panic while the legislation process unfolds. 

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 Victorian & Tasmanian Regional Alliance Partner of the Australian Orthopaedic Association. 

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. 

The Federal Budget could reshape the financial landscape for doctors, business owners and investors for years to come. While none of the major reforms are law yet, the proposed changes to capital gains tax, negative gearing and discretionary trusts have already sparked urgent conversations across the financial sector.&nbsp;
Bongiorno Group directors Nick Fennessy and Mitch McKeown break down the biggest announcements from Treasurer Jim Chalmers&rsquo; latest budget and explain what they could mean in practical terms. They unpack the proposed overhaul of discretionary trust taxation, changes to negative gearing for future property purchases, major CGT reforms across all asset classes, and why self-managed super funds may emerge as one of the biggest winners.&nbsp;&nbsp;
They also discuss EV tax concessions, private health insurance rebate reductions, instant asset write-offs, and why investors should avoid panic while the legislation process unfolds.&nbsp;
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 Victorian &amp; Tasmanian Regional Alliance Partner of the Australian Orthopaedic Association.&nbsp;
For more information, please call 03 9863 3111 or visit <a href="https://bongiorno.com.au/">https://bongiorno.com.au/</a>&nbsp;&nbsp;&nbsp;
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.&nbsp;

The Hidden Risks of Outdated Insurance Cover

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