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Corporate Profile

Corporate Profile

BG Financial Services has a select team of specialists who have vast experience and expertise in both financial planning and funds management. As is evident in every Banks Group team, we aim to not only build your wealth, but also long-lasting relationships founded on trust, understanding and respect. Every person and business is different, and therefore we offer advice and develop strategies that are specific to each client’s needs.

From portfolio management to superannuation, tax planning investments to salary packaging, BG Financial Services provides a diverse and comprehensive range of services that gain results. Such has been our success over the past twenty years we have earned an enviable reputation in the industry.

Adding further strength to this reputation, BG Financial Services is a licensed representative of Count Wealth Accountants, Australia’s largest independently owned network of financial planning accountants and advisors.

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Services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth accountants ® are the trading names
of Count Financial Limitied, ABN 19 001 974 625. AFS Licence number.227232. Principal Member of the Financial Planning Association of Australia Limited