Better access to the best advisers: Thrive with Green Associates
We’d like to warmly welcome Richard Grimshaw from The BKO Group into the Green Associates’ family.
Richard brings a wealth of experience and knowledge to our expanding Brisbane team and through combining our two highly respected and culturally aligned firms, our clients will now have better access to more comprehensive financial planning and investment solutions. Green Associates’ in-house investment committee also includes Zenith Investment Partners, one of Australia’s leading investment research houses, as a member.
“The merger is all about building a robust and knowledgeable financial team for the benefit of our clients.
We all have long careers in the financial industry, so our advisers bring similar experiences but also consider situations from different angles. By building a diverse offering, we can approach each financial strategy from a variety of angles and expert perspectives, which is truly valuable.
Having eight advisers with complementary skillsets and expertise, based across three states, will also create excellent mentoring opportunities for up-and-coming advisers. We will be able to offer the next generation of advisers access to an arsenal of diverse and extensive knowledge”, says Trina Wood, Senior Financial Planner at Green Associates.
For Richard Grimshaw, Principal at The BKO Group, marrying both firm’s complementary skills and abilities made perfect sense and has created benefits for all sides.
“The merger is a step in the right direction for us and our clients, who can now draw on the extra resources and advisory expertise, for quality customer service in all aspects”, he says.
“When you have more people, the opportunity to specialise in a particular field arises and advisers can become an expert in that area, with the client ultimately seeing the benefit. Clients will receive more frequent contact from their adviser, more efficient administration, and an added layer of sophisticated and tailored advice on their portfolio.
All our existing clients will have a seamless experience with the merger. They will remain in our trusted hands, but with the added benefit of more support”, said Richard.
“I’m delighted to be able to continue doing what I love, which is being able to help people find their version of financial freedom.”
Green Associates believes this merger will bring about only positive changes for everyone, with a commitment to providing the best solutions for you and your wealth-creation journey. If you would like to discuss how this might affect your personal situation, talk to our team on 1300 815 921 or at firstname.lastname@example.org.
Interested in meeting the Green Associates team? Head to greenassociates.com.au/about-green-associates-financial-advisors/