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

Grimsey Wealth

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

29/05/2026

🏥 From vision to reality.

We're proud to have supported the funding behind this newly completed medical centre.

Projects like these don't happen overnight. They require careful planning, the right advice, and a lending solution that supports both today's needs and tomorrow's growth.

It's incredibly rewarding to see a project move from concept to completion, knowing it will make a positive difference to the community it serves.

Congratulations to everyone involved in bringing this project to life.

✨ Thinking about purchasing commercial property, expanding your business, or funding your next project? Our Melbourne and Sydney lending teams are here to help.

27/05/2026

Trust isn’t given. It’s built over time.

And it starts with showing up, every time.

26/05/2026

More details are starting to emerge around the upcoming Payday Super changes, including what they could mean for people with SMSFs.

While the reforms are still being worked through, understanding the rules early can help avoid stress and confusion later on.

Our latest article breaks down the latest information in a practical and easy-to-follow way.

If you have questions about how the changes may affect you or your business, connect with Grimsey for support and guidance.

21/05/2026

Meet Natalia, part of our Tax & Accounting team at Grimsey.

Natalia enjoys helping clients feel calm and confident by simplifying complex tax and accounting matters into clear, practical guidance.

Whether it’s solving a problem or easing someone’s stress, Natalia approaches every client interaction with care and clarity.

18/05/2026

Ever wondered how your super balance compares to others your age?

While comparisons only tell part of the story, checking in on your super can be a helpful way to understand whether you’re tracking towards the future you want.

Our latest article breaks down the numbers by age group and highlights why small actions today can make a meaningful difference over time.

If it’s been a while since you reviewed your super strategy, now could be a good time to start the conversation with Grimsey.

14/05/2026

Money stress isn’t always about the numbers.

It’s often about uncertainty.

✨ Clarity brings calm.

That’s the value of thoughtful advice.

07/05/2026

Meet Tori Pettofrezza, part of our Advisory team at Grimsey.

Tori works closely with clients to understand what matters most to them, providing clear and practical advice to support their financial goals.

It’s this genuine, people-first approach that makes Tori such a valued part of our team.

05/05/2026

The cash rate has increased again — now sitting at 4.35%.⬆

If you’re feeling uncertain about what this means for your mortgage, investments, or property plans, you’re not alone.

Changes like this can create concern, but they can also be a timely reminder to review your strategy and ensure everything is still aligned.

Because in changing markets, clarity matters more than ever.

03/05/2026

EOFY is fast approaching, and for property investors, now is the time to get organised.

A few well-timed checks and actions before 30 June can make a real difference to your tax position and overall strategy.

Our latest article highlights what to focus on so you can feel prepared, not rushed.

If you’d like a second set of eyes on your situation, connect with the team at Grimsey, we’re here to help you finish the financial year on solid footing.

27/04/2026

Div 296 is now in place, and for those with larger super balances, it’s an important change to understand.

While it doesn’t mean immediate action for everyone, knowing how it may affect your long-term plans can help you stay on the front foot.

Our latest article breaks it down in a clear, practical way so you can feel informed and prepared.

If you’d like to talk through what it means for you, the team at Grimsey is here to help.

22/04/2026

Meet Fiona Leung, part of our Advisory team at Grimsey. 💫

Fiona works closely with business owners, taking the time to understand their needs and support them across all aspects of their financial journey.

It’s this care and commitment to her clients that make Fiona such a valued part of our 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

http://www.grimsey.com.au/

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