What qualities do you look for in an adviser? Well, the late Tony Bongiorno had some ideas, which are explained by the Bongiorno Group’s Directors, Mitch McKeown and Ricky Caldow. They include the importance of like, trust, and respect in building a mutual relationship. They introduce the concept of Kaizen, the Japanese art of continual improvement, as a benchmark for assessing advisors. And they highlight the value of finding opportunities for improvement and the need to compete on quality rather than price.

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.