Ostrava Equities

bradley-grimm
Ostrava Equities

Ostrava Equities

Ostrava Equities is a financial planning company in Melbourne, Victoria. On their website they claim to offer a large range of services including aged care, legal services, insurance, self managed superannuation funds (SMSF), investments, trusts, financial planning and wills.

Planning for the future is something that Ostrava Equties recommends. Through their choice of packages and services, they claim to be able to offer you something that will increase your wealth quite quickly. It should always be considered that investment products, services and strategies are not always effective and you should review your personal situation, goals and aspirations before proceeding with a product recommended. Getting a second opinion from a third party is important, be it from a friend, a colleague or even another financial planner.

Services offered by Ostrava Equties

As mentioned above there is a broad range of services offered by Ostrava Equities that they claim are performed in-house. If you are unsure if those services are being outsourced, you can always question their financial planner, Bradley Grimm. Some financial planning companies will use other companies to prepare or arrange things like the SMSF, investment strategies and whitepapers. So it is always best to ask. They do offer a legal services department – which is operated by Vanessa Ash (Vanessa Ash Grimm – Brad’s wife and director of Ostrava Equties Pty Ltd). With Vanessa on the team, they offer a suite of legal services to ensure the correct documentation is prepared when organising the SMSF, wills, trusts, and contracts.

Qualifications at Ostrava Equities (Bradley Grimm)

Bradley Grimm is the financial planner at Ostrava Equties. It is claimed on his website that he is a “qualified, experienced independent financial adviser”. Brad studied at the University of Melbourne (according to his LinkedIn profile), majoring in Economics and History from 1990 – 1992.

Also, according to his LinkedIn profile, Brad has an interest in Bitcoin, and Mines and Money. If Bitcoin does not appeal to you as a solid investment form – it may be worth speaking with a couple of financial planners before proceeding with Ostrava Equities.

 

Phone 1300 663 217
Website Link Visit Website
Services

Financial Planning, Financial Advice, Legal Services, SMSF, Self Managed Super Funds, Wealth Protection, Wealth Accumulation, Bitcoin Investment

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