Wealth advice for health professionals that delivers benefits for today and tomorrow
Specialists in financial planning for professionals, Grimsey is committed to building your wealth and improving your financial health.
Leave strategic wealth planning to us and get back to focusing on what matters most to you
Specialists in strategic financial planning for health professionals, our experienced team works with you to create financial goals and monitor progress to keep you on track. Adjusting our holistic approach to meet your changing needs, our goal is to guide you towards financial security, leaving you free to focus on what matters most to you.
Our 4-step financial planning process
STEP 1:
Understand financial objectives
We identify your short-term, medium-term, and long-term goals.
STEP 2:
Identify appetite for risk
We explore if you are a natural risk taker or if you prefer to play it safe.
STEP 3:
Design a tailored strategy
We consider the best investment approach to meet your unique needs.
STEP 4:
Monitor and review
We review regularly to stay on track and adjust to meet your goals.
Flexible and responsive support
As you build your professional career, your financial needs and aspirations may evolve. Leveraging in-depth industry knowledge and technical excellence, our proactive approach sees us go above and beyond to explore innovative ways to create wealth. For us, there are no limits when it comes to helping you secure long-term financial success.
It’s never too early to start building wealth
For Medical and Dental students and graduates, financial planning should form part of your career pathway. The earlier you start, the more wealth you accumulate over time – early success in planning can make a positive difference sooner. We’re here to make a positive impact and help you plan for tomorrow, while living your best life along the way.
