Our Key Points of Difference

The Value of our Dual Qualifications

People increasingly have the need for "integrated advice" that reaches across the fields of Taxation, Accounting, Superannuation, Investments and Life Insurance.

Under the Financial Services Regulation Act (FSRA) enacted in 2004, generally Public Accountants can no longer provide their clients with Investment and/or Superannuation advice unless they have the appropriate additional qualifications as required by the new regulations.

At BMG we are proud to be one of the few Financial Services businesses that recognised the importance to our clients of having appropriate qualifications and know-how well before the Industry was regulated in 2004.  Consequently, we have highly experienced individuals in our team who have the dual designations of Chartered Accountant (CA) and Certified Financial Planner (CFP) and this expertise has benefited our clients for many years and enabled us to provide them with "seamless' holistic advice in both the Taxation and Financial Planning fields.

As a client of BMG you can be assured that not only do our advisors meet the requirements of the FSRA regulations but that the high level of training continuously undertaken by our team demonstrates an ongoing commitment that ensures that the advice and services we provide meet with industry best standards.