Richard Grimshaw

Green Associates

5.00
1 Review
Silver
22 Yrs Experience
Milton, QLD 4064

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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Bachelor of Business (Banking and Finance)
  • Language spoken
    • English

Green Associates

Level 4, 303 Coronation Dr
Milton, QLD 4064

Opening hours

  • 9:00am – 5:00pm Monday – Friday, Sunday

Licensed by

Charter Financial Planning

AFSL 234665