BMB Private Wealth

BMB Private Wealth Financial Planning

At BMB Private Wealth our goal is to help our clients grow and protect their wealth through unbiased tailored, personal investment and insurance advice.

Through working with my clients that are already retired, I have learned that so much happiness in retirement comes from...
13/10/2022

Through working with my clients that are already retired, I have learned that so much happiness in retirement comes from peace of mind, not money.

Of course, the two are intertwined. Understanding your cash flow, and not worrying about running out of cash in retirement, enables peace of mind. However, there are plenty of other factors - good health, social connections, having a purpose, continual learning or self-development – that contribute to peace of mind.

Unsure where or how to start? Click the link below to download our free retirement planning eBook “How to retire comfortably to the lifestyle you’ve always imagined”.

If you have friends or family that may interested in learning more, or are unsure about their retirement plans, feel free to share!

With many Australians now living longer than generations before, planning for a comfortable retirement is more important than ever. Australia’s increasing ageing population is placing immense pressure on federal government funding for health and welfare assistance. Over the last 20 years, the numb...

I often get asked by my clients if I can help confirm that they are on track to meet their retirement goal.....but many ...
11/07/2022

I often get asked by my clients if I can help confirm that they are on track to meet their retirement goal.....but many are not clear, initially, on what that goal is. It's like wanting to ensure you are on the correct road to your destination, without having a destination. Sound familiar?

If you, or a family member or colleague, are considering retirement, or want to start developing a retirement plan, please contact us for an obligation free chat.

While many Australians will remain working until they can access their superannuation savings and/or the Age Pension, some 32% of people choose to retire beforehand due to health reasons, retrenchment, or a lack of suitable employment opportunities.

Navigating the Age Pension process can be a challenge. Are you eligible for Age Pension? Not sure? Don't know where to s...
04/07/2022

Navigating the Age Pension process can be a challenge. Are you eligible for Age Pension? Not sure? Don't know where to start? We can help!

Inbox us for an obligation free chat.

After a lifetime of hard work, it’s important you maximise your entitlements in retirement. So you need to structure your finances carefully to make sure you don’t lose your age pension. After all, you’ve earned it.

One constant with superannuation is change! From 1 July 2022, several new changes will be introduced, making it easier t...
27/06/2022

One constant with superannuation is change! From 1 July 2022, several new changes will be introduced, making it easier to contribute to super, and build your wealth in a tax-effective manner.

If you want to take advantage of these changes, and other areas of super that may be of benefit, inbox us for an obligation free chat.

The government has announced a number of changes to the super system could create opportunities for Australians of all ages.

It is easy to assume your employer is paying the right amount of superannuation for you. But when was the last time you ...
20/06/2022

It is easy to assume your employer is paying the right amount of superannuation for you. But when was the last time you checked? How do you know what to look for? The article below has a few tips to get you started.

If you are still not sure, inbox us for an obligation free chat.

Billions of dollars in super contributions go unpaid every year. Here’s how you can find out if you’re getting paid what you’re owed and what you can do if you’re not.

Are you EOFY ready? Often we don't know what we don't know. And in tax terms, this could mean missing out on tax-deducti...
13/06/2022

Are you EOFY ready? Often we don't know what we don't know. And in tax terms, this could mean missing out on tax-deductions or other benefits.

Not sure where to start? Inbox us for further information.

Do you find yourself drowning in random receipts when EOFY comes around? Learn to lodge your tax return the easy way with these last-minute and longer-term tax hacks.

Concessional, Non-Concessional, Government, Spouse, Downsizer.....just some of the types of contributions available as t...
06/06/2022

Concessional, Non-Concessional, Government, Spouse, Downsizer.....just some of the types of contributions available as the financial year comes to a close.

Are you confident you are maximising your superannuation entitlements? Unsure where to start?

Inbox us for further information or an obligation free chat.

The lead up to 30 June can be a good time to maximise tax benefits that may be available to you inside super.

Estate planning is an effective means to protect your assets and your legacy for those you care for most. When you creat...
07/03/2022

Estate planning is an effective means to protect your assets and your legacy for those you care for most. When you create an estate plan, it’s not only about how your assets will be distributed, but also about protecting those you care for should something happen to you.
To learn more about estate planning, read on.

If you want to protect your family and assets, it’s worth documenting what you’d like to happen if you can’t make your own decisions later in life or if you pass away.

Relationship breakdowns are never easy. In addition to the emotional upheaval there are financial consequences too, whic...
28/02/2022

Relationship breakdowns are never easy. In addition to the emotional upheaval there are financial consequences too, which can even involve splitting your superannuation savings. Depending on the situation, you might get some of your ex partner’s super, or they may get some of yours.

If you are in need of advice, or unsure where to start, we are here to help.

A divorce from your husband or wife, or a separation from your de facto, could mean a division of your assets and debts, whether they’re held individually or together, and superannuation is no exception.

Achieving workplace equality means all employees can access equal rewards, resources and opportunities regardless of gen...
21/02/2022

Achieving workplace equality means all employees can access equal rewards, resources and opportunities regardless of gender. While progress has been made, there are still gender gaps in areas such as pay and superannuation.

If you feel your super balance isn’t where it should be, here are five strategies that can help. If you would like to discuss your options, or require assistance in reviewing your superannuation, please inbox us.

When it comes to superannuation there isn’t a level playing field for Australian men and women.

Address

131 Marius Street
Tamworth, NSW
2340

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+61267661585

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