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