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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.

BMG COVID-19 Update

The team at BMG will be working remotely following the Government announcements and advice regarding limitations on business operations effective from 24th March 2020 until further notice.

Our team is well versed in working remotely and we will be endeavouring to ensure our clients’ experience is as seamless as possible.

It is important to us that we continue to assist our clients and the community during challenging times. This will include advising on responses to government initiatives, business advice including cash flow management and personal financial advice. You can find our latest article here.

Results

We connect with every individual we deal with in such a way that we have a positive, tangible impact on their lives.

Natalie Owens Video Results

Understanding

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

Stephen Mamouney Video Understanding

Passionate

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

Glen Jarvis Video Passionate

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.

The Journey Video Innovative

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

DECEMBER 2020

In this month’s newsletter, we begin with an overview of the key findings from the Government’s recently released Retirement Income Review final report. The household saving ratio in Australia increased to 19.8% in the second quarter of 2020 from 6.0% in the first quarter of 2020—our animation illustrates the concept of SMART savings goals. Several important taxation and social security Bills recently passed through the parliamentary process—we summarise the main aspects of each of these. Many social pursuits and pastimes are often accepted at standard rates in a formal insurance application—we provide further information on these and others. Lastly, we leave you with an uplifting TED Talk by Dr Shauna Shapiro, on how mindfulness can help us make positive changes in our lives.

We wish you a happy and safe festive season and look forward to seeing you in 2021

Retirement Income Review report: Key finding

Australia’s retirement income system consists of a three-pillar approach. In this article, we highlight the key findings from the Government’s recently released Retirement Income Review report.

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SMART savings goals animation

For some of us, saving may be second nature or come easy due to circumstance, while for others, it may be more of a struggle. In this animation, we illustrate the concept of SMART savings goals.

Launch Video

Legislative update: Taxation & social security

The Parliament recently debated many important pieces of proposed legislation. In this article, we provide a summary of the main aspects of these now legislated taxation and social security Bills.

Read More

Underwriting guidelines: Pursuits & pastimes

Many, but not all, pursuits and pastimes are often accepted at standard rates in a formal insurance application. In this article, we provide information on these and other pursuits and pastimes.

Read More

Mindfulness: Positive changes in our lives

A mindful money practice requires you to pay full attention to your money on a moment-by-moment basis. In this TED Talk, Dr Shauna Shapiro discusses how mindfulness can help us make positive changes.

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

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