Grimsey can help you create, manage and protect your wealth, no matter what stage of life you’re in. Our fully integrated service include:

  • Wealth accumulation — in consultation with you, we can create a personalised investment portfolio to help you achieve your financial and lifestyle goals.
  • Retirement planning — we can help you reach the lifestyle you aspire to in retirement.
  • Personal & business finance advice and structuring – we can assist you with a home or commercial property purchase and source the most cost effective finance product through a range of preferred lenders.
  • Self-managed superannuation funds (SMSFs) — investment and administrative advice relating to the management of this increasingly popular way to save for retirement.
  • Risk insurance — risk insurance is an important part of any wealth strategy as it protects you and your family – no matter what happens.
  • Superannuation — superannuation is a great way to maximise your retirement savings. We can help you make the most of government incentives such as effective taxation treatment.
  • Estate planning — working in conjunction with your solicitor, we can help ensure your assets pass smoothly to the right people and in the most tax-effective manner.
  • Access to buying and selling shares — shares can play an important part in any wealth accumulation strategy.
  • Investment advice, review, implementation and reporting — we can provide you with initial advice, implementation of your wealth strategies, ongoing review to make sure your plan is still suitable, and thorough yet easy-to-read reports on your investments.

Taking into account your individual circumstances and your unique goals, we design a complete financial blueprint that will guide us as we secure your financial position now and build your future wealth.