We’ve guided doctors, dentists, and health professionals with targeted advice since 1983
At Grimsey we are more than just advisers, we are passionate advocates for your financial success.
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Grimsey is here for you with trusted advice
Our founder, Phillip Grimsey, established Grimsey in 1983 to manage the complex finances of doctors, dentists, and health professionals. We now advise over 3000 clients Australia-wide. For 40 years, we have empowered health professionals to achieve financial freedom with our proactive and innovative approach, focused on your individual situation.
Our mission is to make a positive difference by providing specialist accounting, advice and lending solutions to doctors, dentists, and specialised health professionals. We understand your unique needs and offer a holistic approach to tax and wealth, providing a solid foundation for today and tomorrow.
Why choose Grimsey?
TAX & ACCOUNTING
LENDING
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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INSURANCE
Protecting wealth means protecting your most valuable asset – you. We help you minimise the impact of illness or injury.
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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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Advice based on shared values
PROFESSIONAL
We always bring our best – technical and personal – through honesty built on integrity and transparency so that you trust in us and our advice
PROACTIVE
We empower you to take control of your finances with proactive advice, delivered in a limitless way, and innovative solutions to meet your needs
PRACTICAL
We share our expertise and experience in a practical and pragmatic manner that enables you to progress and make your own difference count
PERSONAL
We take a personalised approach to ensure you and your family reach your financial and lifestyle goals so you can live the lives you want
PASSION
We strive to always deliver positive financial outcomes, every single time that will make a real difference to you and your family.
Grimsey in the community
We are committed to making a positive impact through Corporate Social Responsability (CSR) activities that directly support the health sector as well as the wider community.
From partnering with the Royal Melbourne Hospital and sponsoring events and organisations such as the Cancer Council and PUKA Up, to supporting International Women’s Day and other community events, we are dedicated to giving back and contributing to a better world.