Banks Group has a wealth management team who are specialists in financial planning and funds management. Our team can help build your wealth, and foster long-lasting relationships by listening, before responding to your needs. Covering portfolio management to superannuation, tax-planning investments to salary packaging, our team of specialists provide a diverse and comprehensive range of result-driven services.

These services include:

  • Wealth management and advice across a huge range of investment options
  • Tax-saving strategies
  • Superannuation and SMSF advice
  • Aged Care advice
  • Estate planning, including tax matters, asset security and documentation of intentions
  • Wealth protection, including life insurance, income protection and other personal insurances

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