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Reviews, get directions and contact details for Banks Group

Banks Group

About

For any individual or business, there can be many frustrations in determining what is best for your financial affairs. Banks Group removes the stress for you by providing exceptional integrated services that will enhance your bottom line.

Story

At Banks Group your business success and the professional advice we provide to help achieve it go hand in hand. In fact, we link you to the people best qualified to improve your business’ bottom line.

Professionals who consult, advise and help you profit from our integrated approach. Professionals who utilise the latest technology and provide proactive value-added services.

Each of our professionals is an expert in a particular field of finance and business, but critically, they all value the importance of working together. At Banks Group we respect teamwork. Our integrated approach ensures each client receives the best advice and solutions, specific to their needs. Banks Group tailors individual strategies for every single client.

We take time to understand your needs, and once we develop strategies, we communicate these to you in simple, no-fuss terms.

Our key areas of expertise are:

Accounting, Tax & Business Services
Audit & Assurance
Information Technology
Wealth and Lifestyle Advice
Financial Advice



"At Banks Group we offer a highly valued advisory service that encompasses tax strategies, forecasting, financial planning and funds management. Our top performing staff are well equipped to handle your business growth and changing needs. We understand the drivers that secure profit for your business.Whether you are a large or small client, we combine technical knowledge with hands-on experience to impact your bottom line. Banks Group is at the forefront of the ever-changing accountancy landscape and its current client list represents some of the most exciting businesses and industries in Australia."
Address: 801 Glenferrie Rd , Hawthorn 3122, VIC, AU
Phone: (03) 9810 0700
ua.moc.puorgsknab@noitpecer
State: VIC
City: Hawthorn
Zip Code: 3122


Opening Hours

Monday: 08:30-17:30
Tuesday: 08:30-17:30
Wednesday: 08:30-17:30
Thursday: 08:30-17:30
Friday: 08:30-17:00


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Reviews
Mazin Albassit my financial adviser is great, the savings and investments plan he put together helped me buy my first home. He also helped me set up my super and insurances. He also reduced the amount of tax I pay and got me a larger return. I found one of the best things Mazin did was that he took extra time to ensure I fully understood everything. I would strongly recommend him for anyone wanting to take the best step in securing their financial future.
John Green of Banks Corp went out of his way to not only work in a very responsive timely manner but also helped me to negotiate a much more favourable financial outcome with my Income Protection. He was extremely polite and personable and I would recommend using John to those seeking assistance. Thanks so much. Clare Martin
John Green has been my insurance advisor for many years and has always been supportive and available to discuss the various options available to me as my needs have changed over time. Highly recommend.
Stuart and I feel grateful we have been supported by Adrian D'Mello with our Portfolio for the past few years . We feel we can contact him any time to answer our queries and he has been very obliging, informative and represents Banks Group very well.
Banks group has been excellent a providing tax and investment advice for me for the last few years. Adrian, Jake and Slava are alway quick to respond and give well considered clear information in all matters I've required. Thanks for your help folks.
Mazin Albassit is our financial advisor at Banks Group BG Private Clients. He put together a Statement of Advice for our retirement plan. Mazin ensured we maximised the tax benefits available through superannuation and helped us understand how the superannuation rules work for when we move into retirement phase. I have been a chartered accountant for all of my career and I still had problems understanding how super worked. So to have Mazin step me through this was amazing. I am confident that our retirement plans are in good hands and I highly recommend Mazin to anyone who wants to make sure their superannuation is doing what it should be doing for them.
We first met Mazin in early 2020 and he has been our trusted financial advisor since then. We had a sum of money that we wanted to invest and Mazin created a very detailed 10 year plan for us. He is extremely knowledgeable and very willing to share that knowledge, patiently walking us through every step of the process; happy to explain the multiple times if need be. Mazin is always available and approachable on any financial topic that we may have - he has reviewed multiple financial documents for us and is always available to jump on a call to chat it through. Mazin is also a great guy and very pleasant to deal with - I would recommend him to any person who needs advice on financial matters.
Sali at BG Private Clients was great to work with. He was thorough and took great care and attention to detail when formulating a holistic solution for my personal insurance. I would highly recommend Sali and BG Private Clients to anyone who is after sound and personalised financial advice.
I've been with Banks for a couple of decades, both for tax returns and financial advice. Rocky Sorrenti, Adrian D'Mello and Gayle Reid have been fantastic.
Mazin and Annabel were excellent, they set up my superannuation and insurance. Professional and easy to deal with
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