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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.

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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RECEIVE THE LATEST NEWS & ARTICLES IN YOUR INBOX EACH MONTH

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 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.

Age Pension entitlements: Gifting and deprivation rules

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.

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Your financial situation, goals and objectives animation

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’.

Launch Video

Getting ahead financially: Household financial waste

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.

Read More

Practising self-care: Relaxation, rejuvenation and reflection

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).

Read More

Strategies to overcome personal or work-related problems

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.

Launch Video

TESTIMONIALS

I feel like they are in my corner – they just want what’s best for me. Other people may not realise that – they may not see BMG the way I do.”

Joh PaynterPaynter Group of CompaniesPGC

“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

Anonymous