We connect with every individual we deal with in such a way that we have a positive, tangible impact on their lives.
We take the time to get to know our clients so we can understand their unique circumstances, experience and goals.
The BMG team consists of passionate people working together to achieve extraordinary things.
Our service packages enable us to continually wow our clients with great service, all inclusive for what we know they are likely to need.
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.
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.
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.
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.
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.
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.
