Welcome to BGN Financial Management
Your business, Your clients, Your future.
BGN Financial Management is the home for Financial Advisors who want to grow their business in a sustainable and competitive way.
Our Mission
Our mission is to grow a community of financial advisors ready and willing to meet the advice gap in the Australian Community. We believe that financial advice makes a big difference in people's lives and it is through a network of well supported financial advisors that this can be achieved.
We focus on you, so you can focus on your clients.
What do we offer?
BGN Financial Management offers you access to all the benefits of a large licensee through our licensee partner, such as compliance support, technical assistance and C.P.D. while keeping the feel of small, community minded peer group to support you to reach your goals.
Our pricing is competitive and in many cases less than what big licensees are offering. We charge a flat fee, allowing you to keep your advice fees and the independence that you work so hard for.
We Give Back
At BGN Financial Management we believe business can be a force for good. As well as receiving support to give quality, compliant advice to their clients, our advisors are able to give back through the BGN social responsibility program.
For every new client one of our advisors brings into their business, we give back in two ways:
1: We plant 10 trees through 'One Tree Planted' offsetting any emissions generated throughout the advice process
(such as energy use, paper etc)
2: We run a 'Loan Fund' through KIVA.org.
For each new client we add $50 to this fund. This supports people in need to build their own small business and to become financially secure.
The best part, in addition to helping people in need, is that our advisors have access to marketing materials which can be used to promote the program to potential clients, as a real point of difference.
The even better part is that BGN Financial Management looks after this, there is no cost to you.