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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

MAY 2021

With 30 June approaching, this month’s newsletter begins with several helpful end of financial year (EOFY) planning considerations for wealth accumulators, pre-retirees and retirees. When it comes to reaching your financial goals, often, either one or more of the different types of asset classes are invested in to do so—our animation illustrates the unique characteristics of each asset class. Financial literacy plays a fundamental role in achieving individual financial wellbeing—we provide a short quiz for you to test your knowledge. Super is widely considered one of the most tax-effective investment structures available—we list 11 key tax facts about super. Lastly, we provide two recent and insightful videos by the Australian Bureau of Statistics (ABS) covering the impact the COVID-19 pandemic has had on individuals, households and businesses.

EOFY planning for the 2020-21 financial year

With 30 June coming up, please consider putting aside time to review your personal finances—and take action, prior to this date, if appropriate. In this article, we provide EOFY planning tips.

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Investing: Asset classes animation

We all tend to invest in either one or more of the different types of asset classes to help achieve our financial goals. In this animation, we illustrate the characteristics of each asset class.

Launch Video

Financial wellbeing: Financial literacy quiz

When it comes to achieving financial wellbeing, financial literacy plays a key role. In this article, we have put together a quiz to test your knowledge across various areas of your personal finances.

Read More

11 key tax facts about superannuation

From a wealth accumulation and cash flow generation perspective, super is widely considered one of the most tax-effective investment structures. In this article, we cover 11 key tax facts about super.

Read More

COVID-19: Health, wellbeing, lifestyle & finances

n April 2020, 1 in 3 household’s finances worsened. This Australian Bureau of Statistics video covers the impact the COVID-19 pandemic has had on our health, wellbeing, lifestyle and finances.

Launch Video

TESTIMONIALS

“BMG have supported me through a lot so I trust them implicitly.”

Robert Tate

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