Qualifications
& Memberships
- FPA Professional Practice
- Certified Financial Planners
Areas of
Expertise
Budgeting
Debt management
Direct shares
Estate planning
Gearing
Insurance
Investments
Retirement
Salary Packaging
Savings
School fees
Self Managed Super Fund
Strategic Planning
Superannuation
Transition to retirement
Wealth creation
We are a client-focused Wealth Management firm providing tailored advice to people who value a long-term professional relationship based on trust. Believe in your future…we do!
Meet our team
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Richard Grimshaw
Principal
Richard has been an award-winning adviser at NAB, and Capstone prior to joining…
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Tom McKey
Financial Adviser
I’ve worked at the BKO Group since 2004 after leaving school to study…
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Michael Bailey
After 25 years as a Planner I have the experience to guide clients along their…
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