Brad

About Brad Lonergan

Brad Lonergan is a Financial Planner in the Newcastle and Hinter region in NSW, Australia. His company is BMK Financial Services.

Do You Have a Key Person in Your Business?

If your business is like millions of other small or medium businesses in Australia, it’s likely that you’ll have one or more individuals whose involvement is critical to its success.

This ‘key person’ might be important because of their investment or experience, their technical expertise or their business connections. And while we don’t like to […]

Retirement Planning – Brad Lonergan BMK Financial Services

If you’re looking for a Financial Planner in Newcastle, Hunter or Sydney regions then Brad Lonergan from BMK Financial Services can assist you with all your Insurance needs.
He has a broad range of experience over the past 15 years in the Financial Planning industry working with various organizations including the big four banks and […]

Volunteering Abroad!

Ever wondered what it would be like to uproot your life and do something completely different?

People of all ages do just that by volunteering abroad. In places like Mongolia, Thailand, Romania, Mexico or Fiji, volunteers are needed every day. You could use your skills and experience on projects from archaeology, journalism, environment, to human […]

New Year’s Resolutions for a Wealthy 2015!

At this time of year, many of us will commit to do things a little differently in the New Year – to improve ourselves, help others or the environment, or simply avoid doing the same things all over again!

Head of Retail and Corporate Business, Craig Keary from AMP Capital has some sage advice: “Health […]

After The Dust Settles – Financial Planning

Taking stock of how your life’s travelling at the start of a new year is probably an exercise you’re likely to pursue with greater urgency if you’ve recently come to the end of a serious, long term relationship or gone through a divorce. What’s next, you want to know. How do you rebuild your […]

We can work it out: Australia’s changing workforce

In recent years we’ve experienced a global recession that’s changed the global labour force with industries closing down, job lay-offs and increasing unemployment. On top of that, in Australia we’ve experienced significant structural and technological change that’s seen us move from an agricultural based economy to being services based.

The recently released 36th AMP.NATSEM report […]

Make Your Own Plans For Aged Care – BMK

It can be tempting to put off thinking about aged care. When you’re busy enjoying life in the present it can be challenging to find the time or desire to think too far ahead. But the key to successful ageing is having a sense of control—and when it comes to control, planning ahead is […]

Reinforcing the Value of Advice – Scottie’s Story

This video from TAL client Scottie, reinforces the importance of the advice process & how it’s crucial to review my client’s needs. Advisers can assist their clients even when they lose belief in what has been recommended to them.

Family budget pressures prompted Scottie to seriously question the value/need for his cover- sound familiar? By […]

Things You Need to Know About Personal Insurance

Personal insurance premiums have increased significantly over the past 18 months, running the risk that cost-conscious consumers might consider cutting back their cover. Suddenly those quick, off-the-shelf insurance products advertised on TV look enticing.

But simple is not always cheaper, the cover may be inadequate or, worse still, may not pay out when you need […]

To Sell or Not to Sell? – BMK Financial Planning Newcastle

For many Australians, the family home is their largest asset. And if you’re planning to wind down from work, you may be considering what you’ll do with yours.

Like many people, you may have worked for a lifetime to build the value you hold in your family home. While selling your home may not be […]