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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March 2017 – The Latest from our BMG Financial Knowledge Centre

March is here, the first month of autumn. Hopefully we edge away from those volatile summer temperatures and see more stable weather. Although, in this newsletter edition we’ve decided to turn up the heat on a few hot topics in the world of personal finance.

This month we review the upcoming changes to superannuation concessional and non-concessional frameworks. Our animation discusses the risks retirees may face when it finally comes time to retire. Claiming on your personal insurances can be a daunting process, we help you better understand the steps involved. The shock of a high electricity bill can have you feeling a little flat, we give you some useful tips on handling your household energy consumption. And finally, we leave you with a video that looks at the positive effects of getting behind a worthy cause.

Capturing the super cap limit deadline

The annual concessional and non-concessional contribution cap superannuation limits (and the maximum bring-forward rule) will decrease from 1 July 2017, but there are still opportunities to maximise your super contributions now and in future, see how you can do it.

Read more…

The risks in retirement

There are many risks that you may face when it finally comes time to retire, such as investment, legislative and longevity risk. In this animation, we discuss these and other risks that may impact your expected retirement lifestyle.

Launch video…

Life event: Claims process for personal insurance

Claiming on your personal insurances at a time that is both financially and emotionally stressful can be a daunting process. We help you better understand what may be involved by looking at the steps commonly associated with making a claim.

Read more…

Electricity bills: Time to get wired

It’s probably safe to say that at some point in your life you’ve opened your electricity bill and got a little surprised with the total amount due – and, not in a good way. We charter our way through the ‘household-electricity-sphere’ to help you become a little more energy-savvy in the future.

Read more…

57 years apart: A boy and a man talk about life

Often people feel that there is something limiting their ability to reach their financial goals. Could it be our money personality and spending habits? In this video, we see how someone’s life is positively impacted when others reach out by ‘making something to make a difference’.

Launch video…

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.”

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“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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