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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

SEPTEMBER 2021

This month’s newsletter begins with information on Government super contribution measures, which may help eligible individuals to grow their super for retirement. Our animation illustrates the Family Home Guarantee—a new Government scheme to assist eligible single parents, with dependent children, purchase a home. Passing away intestate can cause undue emotional and financial distress for loved ones left behind—we provide an update on Australian intestacy rules. An insurer may include beneficial supplementary provisions alongside the core provisions of their TPD insurance policy offering—we discuss these supplementary provisions. We also have a thought-provoking TED Talk by Tom Oxley on the importance and benefits of organisations creating a safe and supportive environment for employees—especially when it comes to mental health in the workplace.

Lastly, in Vanessa Stoykov’s latest financial education piece, she talks about limiting thoughts and beliefs around money, and how to change your money mindset for the better.

Growing your super: Government super contributions

For some of us, it can be challenging to grow our super. In this article, we discuss several Government super contribution measures, which may help those eligible to grow their super for retirement.

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The Family Home Guarantee animation

It can be difficult for someone who is separated or divorced—especially with children—to save an adequate home deposit. In this animation, we illustrate the details of the Family Home Guarantee.

Launch Video

Invalid wills, passing away intestate, and intestacy rules – Part 2

One of the most important things we can do prior to our passing is ensure we have a valid will in place. In this article, we provide an update on various intestacy rules that exist in Australia.

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TPD insurance: Core & supplementary provisions

There can be many benefits to holding TPD insurance. In this article, we discuss several supplementary provisions contained within some TPD insurance policies focused on enhanced coverage.

Read More

Workplace mental health—all you need to know (for now)

A mental health condition will affect 45.5% of Australians at some point in their lifetime. In this insightful TED Talk, Tom Oxley explores all things related to workplace mental health.

Launch Video

TESTIMONIALS

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Robert Tate

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