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.
DECEMBER 2019
In this month’s newsletter, we begin by discussing the gifting and deprivation rules that can apply to Age Pension entitlements. Our animation illustrates the finer details of the personal finance phrase, ‘your financial situation, goals and objectives’. Getting ahead financially can involve an analysis of your financial situation, and consideration towards whether any adjustments need to be made; we look at household financial waste. Roughly one-third of your adult life can be spent at work; we explore burnout, work/life balance, and the importance of practising self-care. Lastly, we leave you with an interesting TED Talk by Dr. Lani Nelson Zlupko, in which she provides strategies to overcome personal or work-related problems.
We wish you a happy and safe festive season and look forward to seeing you in 2020.
When transferring wealth before your passing, it’s vital to consider the potential financial impact to you. In this article, we discuss the Age Pension, and the gifting and deprivation rules.
Understanding where you are and where you want to be is vital when setting out to achieve the latter. In this animation, we illustrate the phrase, ‘your financial situation, goals and objectives’.
Getting ahead financially can involve an analysis of your existing financial situation; seeing if adjustments are required in one or more areas. In this article, we discuss household financial waste.
For many of us, work forms a major part of our daily lives. In this article, we discuss burnout, work/life balance, and the importance of practising self-care over the festive season (and beyond).
When faced with a problem, it’s important to consider your approach to overcoming it. In this TED Talk, Dr. Lani Nelson Zlupko provides strategies to overcome a personal or work-related problem.