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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.

Understanding

We take the time to get to know our clients so we can understand their unique circumstances, experience and goals.

Passionate

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

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.

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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BMG provides subscribers with a wealth of knowledge in their inbox each month – everything from informative articles and videos, calculators, educational learning modules and a jargon buster.

Subscribe to the monthly enewsletter and you will receive your own personal login details to allow you to explore the Knowledge Centre at any time. The BMG Knowledge Centre keeps you up to date with what’s happening in the market and how this may impact you – empowering you with knowledge!

LATEST NEWS FROM OUR BMG KNOWLEDGE CENTRE

OCTOBER 2021

This month’s newsletter begins with an overview of accumulating wealth inside super via personal deductible contributions. Our animation illustrates investing and the benefits associated with the goals-based investing approach. In retirement, there may come a time when you need help looking after yourself—we provide information on the different types of aged care services. COVID-19 continues to impact many of us financially—we cover the Government’s support available to those eligible. We also have a candid, heartfelt TED Talk by Michelle Knox, which touches on a subject that can often be difficult to discuss—our life and legacy.

Lastly, Vanessa Stoykov’s latest financial education piece looks at ways to mentally navigate the challenge of money-related stress and focus on more positive areas of your life.

Contributing to super: Personal deductible contributions

For the 2018-19 financial year, 436,952 individuals claimed on average $13,395 in deductions for personal super contributions. In this article, we briefly cover personal deductible contributions.

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Goals-based investing animation

Goals-based investing can involve allocating investment assets that target a certain investment return to achieve a certain goal. In this animation, we illustrate the goals-based investing approach.

Launch Video

The different types of aged care services

In our retirement years, a time may come when we need to consider aged care services to help with looking after ourselves. In this article, we discuss several different types of aged care services.

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Update: COVID-19 financial support measures

Unfortunately, the potential to experience financial difficulty due to COVID-19 still persists. In this article, we provide a brief overview of two key Government COVID-19 financial support measures.

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Talking about death while you’re still healthy

Do you have wishes when you pass away? Do you know how you would like to be remembered? In this candid, heartfelt TED Talk, Michelle Knox touches on a difficult subject to discuss with loved ones.

Launch Video

TESTIMONIALS

“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

Anonymous