Grimsey partners with PUKA Up in 2019




This year Grimsey Wealth are joining the fight to normalise the conversation around mental illness and suicide prevention. We have partnered with PUKA UP, a new social enterprise founded by former AFL legend, Wayne Schwass.

Daniel Stefanetti – Grimsey Director

Grimsey are dedicated to providing a full range of financial services to healthcare professionals.

Daniel Stefanetti

Medical Graduates

Are you financially ready to start work in the medical industry?

Our team are here to talk to you about what you need to know!

Providing specialist advice to medical & dental professionals since 1983.

Our integrated service offering means that you have one relationship with a trusted adviser; and we access experts from across the firm to meet your needs.

Complimentary Consultations for 2019 Medical Interns

There are limited places available for medical interns within the Grimsey Club 100. You can book a complimentary consultation today using our online booking platform or for further information contact our office on (03) 8341 8888.

Graduates and Young Professionals

Your Time Starts Now!
Find out how our Young Professionals Package can
help you set the foundation for long term wealth.

Make an Appointment

Do you want to start on the road to financial freedom?
Book a complimentary consultation with one of our
Specialists now!

Wealth Creation

Do you want to grow your wealth, reduce debt, accumulate assets and ensure you can enjoy a comfortable retirement. We can show you how.


Taxation and Financial Reporting

Are you maximising your taxation strategy? What about for your business? Let our experts help you tackle your compliance requirements.


Banking and Finance

Let our expert team navigate the confusing world of finance and banking, to find the right lending solution that best suits your needs?


Risk Protection

Are your assets and life’s work protected? What about your future medical care? Let us help you put a plan in place.