Grimsey Wealth

Grimsey Wealth Established in 1983, Grimsey is an integrated Accounting & Financial Services firm for Medical and D

There’s knowing what’s changed. And then there’s understanding what it actually means for you.Whether you’re running a b...
31/08/2026

There’s knowing what’s changed. And then there’s understanding what it actually means for you.

Whether you’re running a business, building your wealth or simply trying to make the best decisions for your family, there’s always something new to consider.

And keeping up with all of it can feel like a job in itself.

That’s why having the right people around you matters.

At Grimsey, we’re here to help you make sense of the changes, understand what deserves your attention and make informed decisions about what comes next.

You don’t need to know everything. You just need the right people in your corner.

Have a question? Start a conversation with the Grimsey team.

27/08/2026

Another Lunch & Learn, another room full of great questions.

This time, the Grimsey team joined the 2026 medical graduates at Royal Melbourne Hospital to talk about something that can easily take a back seat when you’re preparing for a career in medicine: your financial future.

These sessions are about starting the conversation early, sharing practical insights and helping future doctors better understand some of the financial decisions they’ll encounter as their careers begin.

A big thank you to the RMH Clinical School Student Reps and Graduates of 2026 for having us along, getting involved in the conversation and asking plenty of questions.

We hope you took away some valuable insights and enjoyed the pizza too!

Meet Rhys Hanning-Smith 👋Rhys loves those moments when a client walks out of a meeting with more clarity, more confidenc...
25/08/2026

Meet Rhys Hanning-Smith 👋

Rhys loves those moments when a client walks out of a meeting with more clarity, more confidence and a much better idea of where they’re heading.

As a Financial Planner at Grimsey, he enjoys helping people cut through the noise and understand what’s possible when they have a clear plan in place.

When he’s not talking financial plans, you’ll probably find Rhys spending time with his wife, catching up with family and friends or heading to the beach. 🌊

Swipe through to get to know Rhys a little better.

“A good lending outcome is actually a personal question.”— Anthony Franklin, Director, Head of LendingBecause what makes...
25/08/2026

“A good lending outcome is actually a personal question.”
— Anthony Franklin, Director, Head of Lending

Because what makes a loan “right” really depends on what you need it to do for you.

Maybe it’s keeping repayments manageable. Creating room for your next property move. Supporting a business opportunity. Or simply giving you greater flexibility.

That’s why our Lending team starts with the person, not the product.

The right structure should support where you are now — and where you’re hoping to go next.

Anthony shares more in our latest article 👉 https://buff.ly/XMZGp9P

Being an SMSF trustee means taking an active role in managing your retirement savings.It's also important to remember th...
21/08/2026

Being an SMSF trustee means taking an active role in managing your retirement savings.

It's also important to remember that your responsibilities don't stop once your fund is established.

Now is a great time to review your investment strategy, check your compliance obligations and make sure your SMSF is still working towards the future you want.

If you're unsure where to start, the Grimsey Wealth & SMSF team can help you understand what needs your attention and what steps to take next.

💬 Reach out if you'd like to book a review.

Swipe through for the checklist, and if any of these areas raise questions about your fund, reach out to the Grimsey team. We’re here to help you get the details right and keep your SMSF strategy moving in the right direction.

18/08/2026

Great questions, great conversations and plenty of pizza!

A big thank you to the UOM Western Clinical School Student Representatives and Graduates of 2026 for welcoming Stuart, Rohan and Yuri from the Grimsey team for our latest Lunch & Learn session.

There was plenty of interaction throughout the session, with students asking thoughtful questions about the financial decisions and opportunities that can come with taking those first steps into a medical career.

It was fantastic to see everyone so engaged and thinking ahead about their financial future.

Thank you for having us, Western Clinical School; we hope you enjoyed the conversation (and the pizza!) as much as we did.

What a great experience for Team Grimsey!Nine members of our Sydney team took on the City2Surf, proudly running in suppo...
14/08/2026

What a great experience for Team Grimsey!

Nine members of our Sydney team took on the City2Surf, proudly running in support of Taking Paediatrics Abroad (TPA), an organisation we’re incredibly proud to have a strong relationship with.

Founded by the inspiring Dr Kathryn Currow, TPA helps connect children in developing countries with specialist paediatric care, making this a cause our team was very proud to get behind.

A special shout-out to Fiona and Aimee for coordinating everything from registrations to our custom Grimsey x TPA shirts, which were printed by one of our wonderful clients. Congratulations to all nine of our runners on an incredible achievement and thank you to everyone who helped make the day happen.

A great day, a great team and, most importantly, a great cause.

11/08/2026

Thinking about buying your first home? 🏡

It’s a big milestone, and it can come with plenty of questions too.

For medical students and graduates, those questions often arrive at the same time as starting a career, earning a new income and working out what comes next.

In this Reel, Rohan Parikh from the Grimsey Lending team shares why it can be worthwhile having the conversation early, even if buying a home isn’t happening tomorrow.

Understanding your options and knowing where you stand can make that next decision a whole lot easier when the time comes.

Meet Frances Shield from our team.Frances loves that every day brings something different.From welcoming new clients to ...
10/08/2026

Meet Frances Shield from our team.

Frances loves that every day brings something different.

From welcoming new clients to supporting the team behind the scenes, she enjoys building relationships and helping create a smooth, positive experience for everyone who works with Grimsey.

Outside of work, you'll often find Frances exploring Melbourne in search of her next favourite café or restaurant. Safe to say she's happily eating her way around the city!

We're lucky to have Frances on the team.

Address

North Melbourne, VIC

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+61283418888

Website

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