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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December 2016 – The Latest from our BMG Financial Knowledge Centre

With the holiday season approaching we thought we’d dive into the sharing economy – many people, especially pre-retirees, are now earning money from a growing trend towards ‘hollering an Uber’ and planning a getaway with Airbnb. Our animation this month takes a careful look at why it may be important to consider insuring both heads of the household, not just the main or sole breadwinner. Often underestimated, the family home is an asset to value and manage wisely in the journey towards building personal wealth. “It’s not a pyramid scheme!” Or is it? We provide you with some helpful tips on deciphering whether that investment opportunity might not be all that it seems. Also, sometimes we just can’t help but compare ourselves to others, however Mr. Bean and his ill-planned ‘Eating Competition’ do a great job in illustrating the pitfalls of ‘keeping up with the Joneses’.

And finally, with the changes to the Age Pension assets test thresholds and taper rate coming into effect from 1 January 2017, take some time to revisit one of our recent articles, ‘Will you be affected by changes to the Age Pension’, and if you have any questions or concerns regarding the Centrelink revisions please don’t hesitate to contact us.

Building your team: Financial adviser

The term synergy is derived from the Greek word συνεργία; it refers to the creation of a whole that is greater than the simple sum of its parts. In this animation, we explore how building your own personal finance team (each with their own unique skills), and then directing them towards a specific goal or objective, can help you reach financial empowerment.
Launch video…

The three-bucket approach to retirement investing

When devising a retirement plan, there are several different strategies that a financial adviser can employ to make sure that you have enough to meet your retirement lifestyle needs. This may or may not include relying in part or in whole on other sources of income such as the Age Pension at some stage. We’ll focus on one such strategy – the ‘bucket’ approach
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TPD claim definitions explored

For many of us Total and Permanent Disablement cover forms a component of our overall personal insurance plan; in the event of a disabling sickness or injury it has been designed to help to take the financial stress off the table at a time when our world has been turned upside-down. In this article, we explore the types of claim definitions available and their respective differences.
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A ‘Living’ Will: Advanced care directives

We generally expect that our wishes for medical treatment will be respected, but what happens when we are not able to make decisions, due to an accident, sudden illness, or a progressive disease. Having an advanced care directive is a way to ensure that our preferences for medical treatment are considered at a time when we may be unable to express them.
Read more…

Look beyond borders: 4 minutes experiment

According to Matthieu Ricard, “Empathy is the faculty to resonate with the feelings of others. When we meet someone, who is joyful, we smile. When we witness someone in pain, we suffer in resonance with his or her suffering.” In this short video, we see the power that empathy has when two people connect over their different walks of life.
Watch video…

President-elect Trump: What should you do?

In light of Donald Trump’s recent victory in the U.S. election, this short video by a respected research house, Morningstar Investment Management, provides information on President-elect Donald Trump’s initial impact on the economic market as well as potential short, medium, and long-term considerations for investors.
Watch video…

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