Accountants Financial Advisors Albury Wodonga
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Build Maintain Guard Accountants and Financial Advisors Wodonga

Passionate

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

Understanding

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

Results

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

Innovative

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

Financial Planning and 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.

Teamwork
We work with you as part of your team, leveraging the expertise and skills of our team, partners and external providers, to deliver the results you need.
Reliable
You can trust that we do what we say we are going to do, in a timely manner, delivering results in a way that is easy to understand with clear take away outcomes.
Experience
Our success is built on our experienced team achieving the best outcomes for our clients, by knowing what they need and helping them maintain momentum and motivation.

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June 2017 – The Latest from our BMG Financial Knowledge Centre

As the financial year draws to a close, this is a good time to reflect on what you’ve achieved in the last 12 months and what you would like to work towards moving forward.

In this month’s edition, we begin by focusing on EOFY planning with several tax and superannuation strategies. If you have anything you need to discuss, please contact us. Our animation illustrates the different types of powers of attorney and how they may be of benefit to you. We discuss diversification’s role in portfolio construction. Understanding what your insurance policies cover you for is important, we take a look at several Income Protection provisions. Lastly, the comedian Dave Allen’s video highlights the pitfalls of waiting around for ‘free’ money.

EOFY planning: Tax and superannuation strategies

The end of financial year is close. In this article, we look at end of financial year planning strategies that may be worth considering, when it comes to tax and superannuation.

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Appointing a power of attorney

Estate planning can be complicated. When people review Estate planning, they often also discuss powers of attorney. In this animation, we discuss the different powers of attorney and how they may be of benefit to you.

Launch video…

Diversification fundamentals in portfolio construction

You’ve probably heard the saying, “Don’t put all of your eggs in the one basket”, but what does it mean? In this article, we explore the importance of diversification when it comes to portfolio construction.

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Income protection: Supplementary provisions

There are many benefits to holding Income Protection insurance. In this article, we discuss several supplementary provisions held within some Income Protection insurance policies that have a focus on enhanced coverage.

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Dave Allen’s comedy sketch: £10 note stuck under car tyre

Accumulating wealth can come in many forms, such as saving, investing and paying down debt. In this video, Dave Allen highlights the pitfalls of deviating from your plan and waiting around for ‘free’ money.

Launch video…

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