Dental Practitioners
Our expertise
With more than twenty years of highly specialised experience in the field, we can confidently claim to know your industry inside out:
- We offer expertise in every area of your personal and professional financial affairs
- We understand all the challenges, risks and opportunities you face as you move through the different phases of your career.
Our Approach
- We are driven by forward thinking and future planning. We identify opportunities and risk; we analyse options; we make recommendations; and then, most importantly, we make things happen! In short, we don't simply advise you on your financial affairs; we proactively coach you through every opportunity to maximize wealth creation and minimize risk.
- We understand the heavy time constraints you face. Our comprehensive expertise can free you to focus on what you do best, confident in the knowledge that your financial affairs are in safe and expert hands.
- We intentionally remain a medium sized firm, so as to ensure that every Grimsey client receives personalized, hands on service; access to the highest levels of expertise in any area, whenever required; and prompt attention/turnaround at all times.
Our Services
Naturally, we can help with all the financial services typically required by high net worth individuals, including:
- Corporate governance, encompassing asset structuring to limit liability and maximize return, as well as everything from regulatory compliance to bookkeeping and payroll services.
- Income Tax, and using the taxation system to build wealth.
- Financial planning, superannuation and investments.
- Estate planning & business succession.
- Financing (personal & professional) and debt management.
- Protection, life insurance, income & asset protection.
Additionally, our expertise enables us to offer financial services of particular value specifically to dental practitioners, including:
- Career development
Newly graduated? You may think income tax is the only financial matter you need to consider at this point but consider, for instance, the importance of managing your HECS debt. The time to start developing and implementing wealth creation strategies is right now. Visit our Graduates page to find our more. Considering a specialty? We can advise you on the market value of the various dental specialties, which may help inform your choice. Undertaking specialist training? We can help you manage the huge transition in your income to your best financial advantage. Did you know, for instance, that your specialty can be leveraged now? We can show how to start building real wealth, or even simply to finance a car purchase, by borrowing against future earnings.
- Practice acquisition/Buy in
Our many years of specialization have also enabled us to build up strategic alliances with key players in the industry. We can link you to financial brokers that specialize in financing dental practices. We have developed benchmarks for accurately evaluating practices that come on the market, potentially saving you from the disastrous effects of over paying. Our intimate knowledge of the industry, existing practices, market value and practices coming on to the market, or likely to, can all help to ensure that practice acquisition is a seamless and financially rewarding process.
- Business planning & development
We can provide ongoing support and mentoring to help you grow your practice. This could take the form of feasibility reports for prospective purchases; profitability analysis of an existing practice or particular areas of operation; coaching in managing cash flow – the list is as comprehensive as your needs at any given point.
- Competitive edge
As a Grimsey client you will find yourself beneficially connected to a vast network of dental practitioners. For instance, we have been the facilitating force behind many successful partnerships, being well placed to introduce dental practitioners who might complement each other in terms of resources and goals. And when it comes to practice acquisition, being connected to a vast network of industry peers and contacts can often provide an invaluable source of inside knowledge.
Our genuine commitment to dental professionals is reflected in our sponsorship of the Melbourne Dental Students Society. Since 1987 we have been a major sponsor, providing information sessions for students and making significant contributions to student welfare.
We invite you to experience the Grimsey difference by contacting us to make an appointment at your convenience.
