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Happy New Year and welcome to our first newsletter for 2022

In this issue, we'll cover topics including the FIRE movement in retirement along with ways to begin 2022 with a positive mindset.

Firstly, let’s look at comparison websites. We know they can be useful when researching health insurance or home loans, but do you really know how they work?

FIRE investors – what are they? If one of your goals is to retire early, then this article is a must-read.

With the biggest intergenerational wealth transfer set to occur in the next 20 to 30 years, having an estate plan in place is a must if you want your assets to be distributed as per your wishes. 

Customer experience can make or break a business. Some businesses exceed at this while others struggle to get the balance right. If your small business needs some fresh ideas on how to implement a customer service strategy, discover how in this article.  

The past two years have been rather challenging but why not begin the new year on a positive note. Being optimistic can change your outlook on life for the better. Find out more here.

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on (02) 9326 2788 or email

Kind regards,

Bongiorno (NSW) Group

Three behavioural factors that can affect retirement spending

Retirees work hard to build up their nest egg but many are hesitant to spend it when the time comes. Here are three behavioural factors that affect retirement spending and how you can overcome them to ensure you make the most of your later years. Read full article >>

What exactly is the FIRE movement?

In the investment world, FIRE stands for "financial independence retire early". Read on to learn more about the FIRE approach and how you can tailor your saving and spending behaviours to align with your investment goals. Read full article >>

Planning your financial legacy

Beyond accumulating wealth over time, planning your financial legacy is one of the most important aspects of estate planning. With the greatest family wealth transfer set to occur in the next 20 to 30 years, here are a few things investors should consider when planning. Read full article >>

Exceeding expectations: top tips to improve your customer experience and emerge stronger in the year ahead

In 2021, customer experience is king and there are lots of ways you can give yours a boost, writes Jason VandeBoom, Founder and CEO, ActiveCampaign. Read full article >>

Three reasons why thinking optimistically is so important to achieving a positive mindset

It doesn’t matter what you do or where you’re from – optimism is something that can help you in many cases. It’s also good for your health to be optimistic because when you’ve got optimism inside of you, it means that you trust yourself and life in general. Read full article >>

$1,500 Micro Business Grants

A new grant for micro businesses (including sole traders) providing $1,500 per fortnight while lockdown restrictions apply. The grants are available from week one of the lockdown until restrictions are eased.

Read full article >>