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.

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Leave strategic wealth planning to us and get back to focusing on what matters most to you

Financial planning is the key to long-term wealth creation – if you have the right partner by your side. By partnering with Grimsey, you gain access to benefits that extend beyond financial planning. Passionate advocates for your financial success, our dedication to innovation and finding smarter solutions helps unlock your full financial potential.

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.

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grimsey wealth advisory benefits

Our 4-step financial planning process


Understand financial objectives

We identify your short-term, medium-term, and long-term goals.


Identify appetite for risk

We explore if you are a natural risk taker or if you prefer to play it safe.


Design a tailored strategy

We consider the best investment approach to meet your unique needs.


Monitor and review

We review regularly to stay on track and adjust to meet your goals.

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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.

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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.

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A holistic approach to building wealth

Shares & Investments



Estate Planning

Tax Effectiveness

Business Structure


Debt Reduction