Guiding You Towards Financial Independence
Expertise You Can Trust
For over four decades, Grimsey has been helping Australians take control of their financial future. While we’re well known for supporting healthcare professionals, our expertise extends far beyond to business owners, families, and individuals seeking clarity and confidence in their financial lives. We provide tailored tax, accounting, wealth, lending, and insurance solutions that simplify complexity and bring order to your financial world.
Message from Our Group Managing Director
At Grimsey, our success has always been built on relationships, understanding our clients, supporting their goals, and guiding them with integrity and care. Our team embodies our core values: Professional, Passionate, Personal, Practical, and Proactive, because we believe great advice goes beyond numbers; it’s about people.
— Paul Pettofrezza, Group Managing Director
Innovative Solutions for Your Changing Needs
Life doesn’t stand still, and neither do we. At Grimsey, we take a proactive, forward-looking approach to financial advice. Whether you’re starting a career, growing a business, protecting your family’s future, or planning for retirement, we adapt our strategies to your evolving needs, ensuring your financial goals stay on track.
Tailored services to meet your needs
TAX & ACCOUNTING
WEALTH ADVISORY
We work with you to develop tailored financial strategies to drive growth and empower you to achieve financial freedom.
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SUPERANNUATION & SMSF
Making the right decisions now will set you up for a worry-free future. We review your super needs and map out a strategy for growth.
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LENDING
INSURANCE
Protecting wealth means protecting your most valuable asset – you. We help you minimise the impact of illness or injury.
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We’re proud of our people, the heart of Grimsey.
Our advisers, accountants, and lending specialists work together to deliver seamless advice and support.
Latest Insights & Resources
Knowledge builds confidence. Explore practical insights and timely perspectives across advice, tax, lending and wealth.​
Downturns can favour upsizers
Falling property prices might sound like bad news for homeowners – but they can actually work in...
Discretionary trusts and the proposed 30% minimum tax
Discretionary trusts, often referred to as family trusts, have been a popular structure for...
Ensure your estate planning reflects your wishes
Many people are surprised to learn that some of their largest assets may not be covered by their...