Grimsey Wealth

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

You work hard for your money.But when was the last time you checked whether your money was working hard for you?✨ Someti...
17/07/2026

You work hard for your money.

But when was the last time you checked whether your money was working hard for you?

✨ Sometimes a small review today can make a big difference tomorrow.

Meet Jocelyn from our Tax & Accounting team.Jocelyn loves helping clients take the stress out of tax.Whether she's untan...
13/07/2026

Meet Jocelyn from our Tax & Accounting team.

Jocelyn loves helping clients take the stress out of tax.

Whether she's untangling complex accounts or explaining tax results in an easy-to-understand way, her goal is simple: to give clients peace of mind so they can get back to doing what they love. ✨

Outside of work, you'll find Jocelyn keeping active at the gym, learning hip-hop and street jazz dance, or relaxing with a great TV series. 💪💃📺

10/07/2026

For young medical and dental professionals, life and career can move quickly.

At Grimsey, we take the time to understand where you are now, what matters most to you, and how we can support you on your financial journey.

It’s about more than advice; it’s about building trusted relationships that grow with you.

Super has always been an important part of long-term wealth creation, but recent changes have made it even more relevant...
08/07/2026

Super has always been an important part of long-term wealth creation, but recent changes have made it even more relevant.

From higher contribution caps and Payday Super to changes affecting the broader tax landscape, there may be new opportunities worth exploring.

The key isn't simply contributing more to super; it's understanding how it fits within your overall financial plan.

💬 Is your super strategy still working for you?

A new financial year is a fresh opportunity to focus on what matters most to you.Whether you're planning to grow your we...
06/07/2026

A new financial year is a fresh opportunity to focus on what matters most to you.

Whether you're planning to grow your wealth, buy a home, invest, prepare for retirement or simply get your finances organised, having the right strategy can help turn those goals into reality.

Wherever you're starting from, taking one positive step today could make a big difference tomorrow.

Here's to making the 2026–27 financial year your most confident one yet.

✨ What's one financial goal you'd love to achieve this year?

Meet Chris Smith from our Lending team.Chris loves a challenge, especially when it means helping clients achieve somethi...
02/07/2026

Meet Chris Smith from our Lending team.

Chris loves a challenge, especially when it means helping clients achieve something they didn't think was possible.

Whether he's working through a complex lending scenario or finding the right solution for a client, Chris enjoys turning obstacles into opportunities.

Outside of work, you'll often find him training, practising MMA or embracing an ice-cold plunge to recharge for the next challenge. 💪❄️

30/06/2026

Great businesses are built by great people. 🙌

Our Young Professionals Program Workshop brought members of the Grimsey team together for two inspiring days of learning, collaboration and looking ahead to the future.

With sessions focused on leadership, personal brand, team development and sharing ideas, it was a fantastic opportunity to invest in our people while strengthening the culture that drives everything we do.

Here's a look behind the scenes at a couple of great days with the team.💫

🏡 Affordability is no longer just about saving a deposit.While building a deposit remains important, it's only one piece...
24/06/2026

🏡 Affordability is no longer just about saving a deposit.

While building a deposit remains important, it's only one piece of the puzzle.

Borrowing assessments, cash flow planning, existing commitments and understanding available incentives can all influence your ability to purchase a property.

The good news? You don't need to figure it all out on your own.

The Grimsey Lending team is here to help you understand your options and create a plan that supports your property goals.

✨ Sometimes the first step isn't saving more. It's understanding what's possible.

Life gets busy.Work. Family. Commitments.It's easy for your finances to become something you'll "get to later".But takin...
22/06/2026

Life gets busy.

Work. Family. Commitments.

It's easy for your finances to become something you'll "get to later".

But taking a little time today can make a meaningful difference to your future.

✨ Sometimes the most important financial decision is simply making time to focus on it.

EOFY is getting close, and for SMSF trustees, now’s the time to get organised.With 30 June approaching, now is the time ...
18/06/2026

EOFY is getting close, and for SMSF trustees, now’s the time to get organised.

With 30 June approaching, now is the time for SMSF trustees to make sure the important details haven’t been overlooked.

From contributions and pension payments to valuations and compliance obligations, a few timely checks before EOFY can help avoid unnecessary complications later on.

If you’d like support navigating EOFY requirements or reviewing your SMSF strategy, the team at Grimsey is here to help.

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

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