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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

JANUARY 2021

Welcome to 2021. We hope you had a happy and safe festive season.

In this month’s newsletter, we begin with helpful information on making, and achieving, personal finance-related resolutions for the year ahead. Time coupled with contributions, can play a crucial role in the build-up of an appropriate super nest egg for retirement—our animation illustrates concessional contributions. Diversification is a key risk management strategy used when constructing, and maintaining, an appropriately aligned investment portfolio—we discuss this further in terms of concentration risk. As borrowers’ home loans get older, the gap widens between what they pay and what borrowers with new home loans pay—we provide an overview of home loan refinancing (or switching). Lastly, we leave you with a video by Google, which showcases some of the most influential moments that occurred over the past 12 months.

Personal finance-related New Year’s resolutions

The making of a resolution can often be sparked post-reflection by our need or want to seek positive change in an area of our life. In this article, we discuss personal finance-related resolutions.

Read More

Concessional contributions animation

Come retirement, many factors can impact your super balance—such as time coupled with contributions. In this animation, we illustrate the finer details of concessional contributions.

Launch Video

Investment portfolios and concentration risk

Diversification is a key risk management strategy used when constructing an appropriate investment portfolio. In this article, we provide information on investment portfolios and concentration risk.

Read More

Borrowers: Home loan refinancing (or switching)

There are over 100 lenders in Australia offering a combined total of nearly 4,000 different home loan products. In this article, we provide a general overview of home loan refinancing (or switching).

Read More

Google: Year in search 2020

2020 was a year unlike any other in recent memory—testing us financially, physically, mentally, and emotionally over an extended period. In this video, Google showcases searches that shaped 2020.

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