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Financial Planning & Accounting in Albury Wodonga

At BMG our client relationships are based on an in-depth understanding of their unique circumstances so that we can help drive outcomes that have a positive, tangible impact on their lives.

Results

We connect with every individual we deal with in such a way that we have a positive, tangible impact on their lives.

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We take the time to get to know our clients and develop relationships based on understanding their unique circumstances, experience and goals.

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The BMG team consists of passionate people working together to achieve extraordinary things.

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Our service packages enable us to continually wow our clients with great service, all inclusive for what we know they are likely to need.

IT’S TIME TO REALISE YOUR POTENTIAL

LET US GIVE YOU A UNIQUE PERSPECTIVE ON YOUR BUSINESS.

At BMG our focus is all about you and your business. We know how important it is to talk about your business – the good, the bad and the things that keep you up at night. That’s why we’ve introduced a service that allows you to do just this.

We call it Your Time and it’s a strategic consultation to give you a unique perspective on your business. Your Time is an opportunity for you as a business owner to sit with us and talk about your business. We aim to provide you with guidance, ideas and recommendations to help you move forward in the right direction with confidence.

You’ll walk away with an action plan full of brilliant ideas, solid recommendations, and a business relationship that will be in your corner – forever.
BOOK A YOUR TIME CONSULT TODAY

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Latest news from our BMG Knowledge Centre – April 2018

In this newsletter, we begin with an in-depth budget breakdown of retirement living according to the Association of Superannuation Funds of Australia (ASFA) Retirement Standard. The information within this article highlights that your age, marital status and lifestyle can play an important part in influencing how much you may need to fund your retirement. There are many different types of debt in the market, each designed with a specific purpose in mind. In our animation, we explore the importance of appropriate debt management. When it comes to constructing an investment portfolio, there are many considerations that are taken into account. An increasingly prevalent consideration is the desire by investors to hold investments that align with their personal values. Consequently, we discuss Environmental, Social and Governance (ESG) investing. At some point in your life you may have visited the supermarket and come away with more than you had originally anticipated, we look closer at tactics utilised by supermarkets in this regard. Lastly, we leave you with a video by a very talented individual that serves as a useful metaphor for the management of all the different areas of your personal finances.

It’s also worth noting that, due to the recent announcement by the Labor Party, there has been much talk of late regarding imputation credits. Please see our Tax and Structures module for details on the existing rules.

Retirement living: How much is enough? (It depends)

The Association of Superannuation Funds of Australia (ASFA) provides a regularly updated guide as to what it may cost to fund your retirement in the post-work years, depending on your age, marital status and lifestyle. We drill further down into the detail and provide some useful insights.

Read more…

Debt management

Debt can come in many forms. However, despite their differences, they often have a common feature – you borrow a sum of money and repay it over time, with interest. In this animation, we explore the importance of appropriate debt management.

Launch video…

What’s Environmental, Social & Governance investing?

An emerging preference over the last few years has been the desire by some investors to align their investment values with their personal values. In this article, we highlight some of the finer details relating to Environmental, Social and Governance (ESG) investing.

Read more…

Trolleyology: How supermarkets influence your buying

Have you ever compared your shopping list to the items listed on your receipt when you get home? Very rarely are they the same. Part of the reason for this is the fact that supermarkets are often specifically designed to influence your buying. We take a closer look at this – some of the tactics may surprise you.

Read more…

Personal finance journey: The musical

As you progress through life, the many different areas of your personal finances will be leveraged to help you reach your financial goals and objectives. When these areas are appropriately managed, and work in harmony, it can be ‘poetry in motion’. Watch this video to see what we mean.

Launch video…I

Testimonials

I feel like they are in my corner – they just want what’s best for me. Other people may not realise that – they may not see BMG the way I do.”

Joh PaynterPaynter Group of CompaniesPGC

“BMG have supported me through a lot so I trust them implicitly.”

Robert Tate

BMG are good to bounce ideas off. They are responsible and reliable

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