BMK Wealth Management | Financial planner
BMK Wealth Management
Phone: +61 408 119 276
Reviews
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25.01.2022 A financial plan can help you not just in identifying and hopefully achieving your financial/lifestyle goals, but also providing clarity on your investment objectives. Aligning your investments strategy to your goals and also making sure you regularly review this in light of legislative changes, changes to your personal position and also market variations is very important. This article explains this further.
25.01.2022 There are a number of super contribution strategies available. Depending on your personal position, these strategies may reduce your tax or even your spouses tax. If you are an employee you also have more flexibility than before in making lump sum tax deductible contributions into super, rather than established a salary sacrifice arrangement. To find out what your options are around this strategy please contact us.
21.01.2022 Your retirement will most probably consist of a number of income sources. Income from your Superannuation Fund, Investment Property Income, Dividends from shares and the Age Pension to name a few. If you are entitled to the Government Age Pension in retirement, this article provides some steps to make sure you prepare yourself for the increasing age eligibility to this entitlement.
21.01.2022 4 in every 10 Australians have more than one super fund so may be doubling up on their insurance cover. What a waste! Talking to a professional financial can help you figure out what you have got and what you need. https://vimeo.com/285948006/39ee9ee4c1
17.01.2022 When you are looking into aged care for a loved one there are a few options in terms of staying in your own home or moving into care. If this is a situation you are faced with, I can talk you through the options so you can make a decision based on what is going to fit your needs.
17.01.2022 Welcome to 2019! As a financial adviser and small business owner I am proud of the business and brand I have built. I am proud of the solid client base I have built, everyday Australians I work with to help achieve their financial goals. I am licensed with RI Advice Group, a dealer group who this year celebrates 40 years in the industry and to celebrate this milestone, they have put together this short video. Take a look!... https://vimeo.com/307605719/89a31fa2ca
15.01.2022 Budgeting is an area I feel very passionate about and spend a great deal of time assisting my clients with. This article provides some tips on how to get started on this and other important strategies to consider.
14.01.2022 How are you tracking in achieving your financial goals? See how our new online Wealth Report can help you to achieve your financial goals. New to the financial advice industry, this easy-to-use online tool allows you to use your own data to help you understand how you are travelling financially. Simply answer a few questions about you and your finances, and in just 10 minutes, you’ll have a personalised snapshot of your financial situation with our compliments.... Looking to find out how you could be doing better financially? Check out our Wealth Report today. 2. Enter the Access Code
13.01.2022 With all the advertising around super it can be hard to know which fund to choose, but it can make a big difference at the end of your working life. For a tailored solution, talk to a qualified financial adviser. https://vimeo.com/285947407/4c7a9bb5c7
13.01.2022 This short video retells the story of a client, Phil, which I have put together to help others understand the real value of insurance advice. If you would like to know more, I would love to talk to you, so get in touch. https://vimeo.com/295728375/504c79c0b4
11.01.2022 Education Evening Please find below details of an education evening I am jointly hosting. If you are interested to find out ways to identify and achieve your financial/lifestyle goals, find out strategies to assist in your lending options and find out how an investment property may assist in your wealth accumulation goals please come along to the free event. 15th November 2018... 6-7 pm North Sydney Further details and how to register are below https://www.eventbrite.com/e/easy-steps-to-gain-financial-d
10.01.2022 With the election over and end of financial year just around the corner, consider these tax tips as you prepare for 30 June 2019.
08.01.2022 Off the plan property purchases can be risky. This article highlights the current environment which due to tightening in lending and borrowers settling on these properties a couple of years after purchase the drop in valuation of these apartments may impact the ability for borrowers to settle. Always research your investment decision and plan for the worst, you do not want to lose a deposit! Seeking expert advice in this area will reduce this event happening.
08.01.2022 Last night the Treasurer, Josh Frydenberg, delivered the Federal Budget for 2019. Here’s our summary of the announcements and what it could mean for you. #Budget2019 https://riadvice.com.au/budget/2019
07.01.2022 Cashflow management is vital in achieving your financial and lifestyle goals. This article refers to some basic tips on getting ahead. If you do not have a cashflow plan in place please seek advice. The long term benefits by implementing a realistic budget and cashlow plan can be huge.
06.01.2022 Despite feeling like we spend most of our lives in full time employment we really don’t. Take into consideration that some of us also take career breaks to raise children, go travelling or recover from an injury and our working careers are shortened again. You really need to make your super work hard for you so you have enough for retirement. Take a look at this video. https://vimeo.com/225196240/1bf787748a
06.01.2022 If you or someone you know are interested in an information night on tips in identifying and achieving your financial goals and also ideas on how to live your best life, please join us next Wednesday evening at the Austrian Bar in Dee Why @ 6:30pm. https://lison-mage.wistia.com/medias/7g1vbrdd0v Click here to register for free: https://www.eventbrite.com/e/free-talk-have-the-best-life-e
02.01.2022 Are you or do you know anyone trying to buy their first home? This article provides some helpful information on the First Home Loan Deposit Scheme that has come into effect January 2020. If you would like to discuss this further please do not hesitate to contact our office.
01.01.2022 Have you considered touring an aged care facility or even booking some respite care to get a feel for the environment? As part of the total aged care planning process I can help with suggestions.
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