Kim Richardson

Diversified Financial Planners

Bronze

12 Yrs Experience

Frankston, VIC 3199

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I have worked for Diversified Financial Planners for over a decade and feel lucky to be part of a team who are professional, ethical and hard working. Creating a personalised service is essential and I want my clients to know I can be counted on to be there when they need me.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Cashflow & Income
Complex Investments
Socially Responsible
Tax Strategies
Growing Assets

5.00 September 2024

We consider ourselves very fortunate to have Kim Richardson as our Financial Advisor. Kim is very knowledgeable and professional in giving advice to us. She explains things in a very simple, clear and concise way. Kim follows up promptly and efficiently on any matters needing attention. We appreciate her coming to our home for our meetings for which she is always very well prepared. Kim is a very friendly person and is easy to relate to. We are very happy with the way the Fund is performing and look forward with great confidence to Kim giving us advice in the future.

4.75 July 2024

Wife Jenny and I are both nearing the end of our seventies and have been professionally advised by DFP since last century, and to our great satisfaction. Kim joined the DFP team after we had both retired and were transitioning from Superannuation Funds to Allocated Pensions that more recently have been supplemented by Age Pensions.. We've enjoyed our family life on a couple of acres for almost fifty years and are starting to see the need to consider what, if anything, comes next. Kim has provided faultless advice and knowledgeable assistance throughout our association which we will be most pleased to continue as our needs change. Kim always seems able to keep pace with our changing circumstances with advice appropriate to our varying needs in both finances and lifestyle. She would have difficulty in finding more satisfied clients.

5.00 June 2024

Kim Richardson from Diversified Financial Planners has managed my and my wife’s superannuation portfolios for over ten years.

During that time, she offered solid and professional advice to allow our portfolios to grow optimally and ensure that we will retire comfortably without financial stress.

I highly recommend Kim and the team at Diversified Financial Planners.

5.00 February 2024

My experience with Kim always starts with a great conversation about everyday things in our lives before we get into the Super and Investment strategies. Kim is happy to take questions on all aspects of finances,taxes Investments which includes subjects I may have heard about in the news and current affairs as to do with Taxes and Finances.

I'm happy that Kim helps me with the Super as she always had good helpful advise as a financial planner.

5.00 February 2024

Having met with Kim recently to review our pension fund investments, once again we were most impressed with Kim's understanding of our situation and her comprehensive analysis and recommendations to enhance future cost effective performance of our portfolio.

Kim provides a friendly and warm approach to our relationship, coupled with her obvious professionalism.

Thank you Kim!