Kenneth Grimes
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Kenneth Grimes is an ASIC-registered financial adviser based in Castlemaine, VIC, dedicated to providing comprehensive financial solutions to individuals and families. With a career spanning several decades, Kenneth brings a wealth of knowledge and experience to his clients. He holds a Bachelor of Business from Victoria University of Technology and a Diploma of Financial Services (Financial Planning) from FINSIA Education (Kaplan Professional). Furthering his professional standing, Kenneth is also a Chartered Accountant with Chartered Accountants Australia and New Zealand. Kenneth is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise extends to investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities, ensuring tailored strategies to meet each client's unique needs. Kenneth's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or require insurance solutions to protect your assets, Kenneth Grimes is here to help. Contact him today to arrange a consultation and take the first step towards securing your financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Kenneth Grimes offer?
Kenneth Grimes specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He also offers guidance on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Kenneth Grimes' qualifications?
Kenneth Grimes holds a Bachelor of Business from Victoria University of Technology, a Diploma of Financial Services (Financial Planning) from FINSIA Education (Kaplan Professional), and is a Chartered Accountant with Chartered Accountants Australia and New Zealand.
How does Kenneth Grimes approach financial planning?
Kenneth Grimes focuses on understanding each client's unique financial situation and goals. He then develops tailored strategies to help them achieve their objectives, providing ongoing support and guidance along the way.
What can I expect during my first meeting with Kenneth Grimes?
During your initial consultation, Kenneth will discuss your current financial situation, future goals, and risk tolerance. This information will help him develop a personalised financial plan that aligns with your needs.
How can Kenneth Grimes help me with my superannuation?
Kenneth can provide expert advice on all aspects of superannuation, including choosing the right fund, optimising contributions, and planning for retirement income. He will work with you to develop a superannuation strategy that maximises your retirement savings.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.