I am the Principal of The BKO Group Pty Ltd. BKO is one of the largest practices in the Hillross network. Our business focusses on building long term advice relationships with our clients, that deliver high quality and sophisticated advice to investors that value making informed decisions. We regularly research the market and form views that result in changes to our client porfolios, but each change is individually recommended and presented to clients. We provide a regular review service to all our clients, to ensure that investments and insurance come out of the bottom draw at least once a year. We have attracted clients as small as $100,000 in size up to clients with more than $10m in assets. Each gets a service that they value. We rarely lose a client, because we work so hard to act in our clients interest. We are a Fee-For-Service firm, with the only exception being in the field of Insurance. We invite you to meet with us at try BKO out. We like that we are not like other firms in the industry, and we are confident that you will feel the same after we meet.
As a result of our long term relationship with Richard, we have considerable confidence and trust in him and his advice. We know that he treats his role in advising us seriously, and backs his recommendations by considerable research and investigation, together with wide knowledge of financial services and investment generally. We are also confident that Richard is at considerable pains to avoid conflict of interest in the advise he gives.
I find Richard very helpful in dealing with financial matters as well as dealing with other complexities of matters that have arisen.
Same reasons as per the earlier written answer above.
Managing our self managed super fund has been to our satisfaction
Richard Grimshaw has been advising and guiding myself (and previously my father and mother) in financial planning for future financial stability for many decades now. I have a high level of trust and confidence in Richard's integrity and extensive professional knowledge. I feel understood and well looked after. This is reassuring in unsettling times. jane
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2000
- Years of experience 23
- Bachelor of Business (Banking and Finance)
Green AssociatesLevel 4, 303 Coronation Dr
Milton, QLD 4064
- 9:00am – 5:00pm Monday – Friday, Sunday
Charter Financial Planning