BG Private (formerly Banks Group) - Hawthorn, Victoria

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Introduction to BG Private (formerly Banks Group)

Located at 801 Glenferrie Rd, Hawthorn VIC 3122, Australia, BG Private (formerly Banks Group) offers a range of specialized services, including accounting, auditing, business management consulting, financial consulting, private equity, superannuation consulting, and tax consulting. With a strong focus on helping clients achieve financial security and success, BG Private has earned a reputation for excellence in the industry.

About the Company

Established with a vision to provide personalized and tailored financial solutions, BG Private (formerly Banks Group) has grown to become a trusted partner for individuals and businesses alike. Their team of experienced professionals works diligently to understand each client's unique needs and goals, developing customized strategies to help them achieve financial success.

Specialties and Services

At BG Private (formerly Banks Group), they specialize in various areas of financial expertise, including:

• Accountant: Providing comprehensive accounting services to ensure accurate financial records and compliance with regulatory requirements
• Auditor: Offering thorough auditing services to assess financial health and identify areas for improvement
• Business management consultant: Offering guidance on optimizing business operations and achieving long-term growth
• Financial consultant: Providing personalized advice on investment strategies, wealth management, and financial planning
• Private equity firm: Assisting clients in identifying and investing in attractive private equity opportunities
• Superannuation consultant: Offering expert advice on optimizing superannuation funds for retirement planning
• Tax consultant: Providing guidance on tax planning, minimization, and compliance

Other Points of Interest

In addition to their exceptional services, BG Private (formerly Banks Group) is committed to providing a comfortable and accessible experience for all clients. They offer a wheelchair-accessible entrance and parking lot, ensuring easy access to their offices. Appointments are recommended to ensure personalized attention and optimal service.

Customer Opinions and Reviews

With a strong track record of success, BG Private (formerly Banks Group) has earned a stellar reputation among their clients. They have 23 reviews on Google My Business, boasting an impressive average rating of 4.9/5. Many clients have praised the personalized attention, expert advice, and outstanding results they have received from working with BG Private.

One satisfied client, Mazin Albassit, shared his positive experience: '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.' Another client highlighted the exceptional communication skills of the team, stating, 'I found one of the best things Mazin did was that he took extra time to ensure I fully understood everything.'

With a strong focus on client satisfaction, personalized service, and expert financial guidance, BG Private (formerly Banks Group) continues to be a top choice for individuals and businesses seeking to achieve financial success and security.

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👍 Reviews of BG Private (formerly Banks Group)

James D.

5/5

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.

Clare M.

5/5

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

Linda W.

5/5

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.

Tim B.

5/5

We have been dealing with Jess who has been fantastic! She is very genuine and has provided us with some great information, we would happily recommend Banks Group to anyone!

Olivia R.

5/5

Mazin & John were exceptionally at helping us craft a sound financial strategy, including prompting and navigating a successful income protection claim. Would highly recommend.

Brett G.

5/5

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.

Nathan M.

5/5

I have been using Tim to provide specialist tax consulting advice for my accountancy practice. Tim has previously provided advice in relation to business restructures and business sale transactions.

Tim has always provided high quality and value adding tax advice. I would have no hesitation in recommending Tim to other firms that require specialist tax advice.

Nathan McGrath

Outside the Square Accounting

David W.

5/5

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.