Grimsey Wealth

Call Directions Website Contact the business

Grimsey Wealth Established in 1983, Grimsey is an integrated Accounting & Financial Services firm for Medical and D

Say hello to Adam! 👋Tax can be complicated, but Adam Muftar enjoys making it a little less stressful for our clients.As ...
05/11/2026

Say hello to Adam! 👋

Tax can be complicated, but Adam Muftar enjoys making it a little less stressful for our clients.

As a Senior Tax Adviser with 10 years at Grimsey, Adam loves solving problems, finding opportunities to save clients money and helping people make smarter financial decisions.

When he's not tackling tax matters, you'll find him planning his next overseas adventure or spending time with his two boys.

He's also swapped the sidelines for the coach's role with his son's soccer team, where a little chaos is all part of the fun!

Swipe through to meet Adam and discover a few more fun facts.

Starting your first job? Super is probably the last thing on your mind, and that’s completely normal. 💼But when you’re y...
05/11/2026

Starting your first job? Super is probably the last thing on your mind, and that’s completely normal. 💼

But when you’re young, time is on your side. Thanks to compounding, small contributions made early have decades to grow. Eligible low and middle-income earners can also receive a government co-contribution of up to $500 when they add to their super.

In our latest article, we share simple ways to give your super a head start, without giving up on today’s goals.

Read more 👉 https://grimsey.com.au/give-your-super-a-head-start/

There’s a lot of noise around interest rates and what might happen next.But sometimes the most useful thing you can do i...
29/10/2026

There’s a lot of noise around interest rates and what might happen next.

But sometimes the most useful thing you can do is step away from the predictions and focus on your own numbers.

If repayments increased, what would that mean for your monthly budget, your savings goals or your ability to handle an unexpected expense?

Knowing that gives you something important — choice.

You might decide your current loan is working just fine. You might want to build a bigger buffer. Or it could be worth reviewing your rate or loan structure.

The key is making those decisions with clarity, not pressure.

If you’d like to understand how your mortgage might look at a higher rate, the Grimsey Lending team can help you work through the numbers and explore your options.

Running shoes on, team spirit high and a little friendly competition!Here's a behind-the-scenes look at the Grimsey team...
28/10/2026

Running shoes on, team spirit high and a little friendly competition!

Here's a behind-the-scenes look at the Grimsey team taking on the 5.6km JPMorganChase Corporate Challenge around Sydney's beautiful Centennial Park.

A huge shoutout to Warwick Harrap for his speedy 22:57 finish, along with Aimee Justiniani and Fiona Leung, who both crossed the line in 35:26!

It wasn't all about the finishing times, though. There were plenty of smiles, encouragement and great moments shared along the way.

Even better, the event supported the Indigenous Marathon Foundation and its work empowering communities through running, education and leadership.

Well done, Team Grimsey! We're already looking forward to next year.

Think about how much has changed since you first started your career.Your income, responsibilities, lifestyle and priori...
27/10/2026

Think about how much has changed since you first started your career.

Your income, responsibilities, lifestyle and priorities have probably evolved quite a bit.

But has your financial strategy kept pace?

At Grimsey, we've worked with medical and healthcare professionals for many years, helping them navigate the financial decisions that come with each new stage of their careers.

From growing wealth and managing investments to planning for the future, your strategy should reflect the life you're building.

If it's time to revisit your financial plans, we're here to help.

Say hello to Shannon! 👋As a Senior Adviser in our Lending Team, Shannon loves helping clients find solutions, navigate i...
21/10/2026

Say hello to Shannon! 👋
As a Senior Adviser in our Lending Team, Shannon loves helping clients find solutions, navigate important financial decisions and feel confident about their next steps.

For Shannon, it's the relationships he builds and knowing he's made a genuine difference that make his work so rewarding.

Away from the office, you'll find him enjoying a good coffee, walking his dog or planning his next holiday.

He's also a fan of a charcuterie board with a glass of red and knows a thing or two about cologne!

Swipe through to meet Shannon and discover a few more fun facts.

Think back to when you first started your business.Chances are, a lot has changed since then!You may have more employees...
20/10/2026

Think back to when you first started your business.

Chances are, a lot has changed since then!

You may have more employees, greater responsibilities, new opportunities and very different plans for the future.

But is your original business structure still the right fit?

Many business owners don't think about it until a major change forces the conversation.

With proposed tax reforms also on the horizon, now is a good time to review how your business is structured and whether it's still working in your best interests.

The Grimsey Tax & Accounting team can help you understand your options, identify potential risks and plan your next steps with confidence.

Because as your business grows, the advice supporting it should grow with you.

16/10/2026

Life after university is getting closer for the Monash Graduates of 2026!

The Grimsey team recently joined students at Monash University's Life in the Real World Conference for a fantastic day of learning, conversations and preparing for what comes next.

From navigating those first financial decisions to planning for the future, it was a great opportunity to share practical insights and connect with the next generation of medical professionals.

A big thank you to Monash University and everyone who joined us. We loved being part of such a successful event and wish the graduates all the best as they take their next steps!

You might never have bought a bond, but bond markets can still affect you.They can influence the investments held inside...
12/10/2026

You might never have bought a bond, but bond markets can still affect you.

They can influence the investments held inside your super, borrowing costs across the economy and the income available from fixed-interest investments.

Right now, bond yields are moving higher as investors rethink where inflation and interest rates may be heading.

For investors, that can create both opportunity and risk.

The important thing is not to react to the headline, but to understand what these changes could mean for your broader investment strategy.

Our latest article explains what bond markets are telling us and why it is worth paying attention.

Read more: https://grimsey.com.au/signals-from-the-bond-markets/

Sometimes the value is simply in understanding what is changing, and whether anything in your own strategy needs a second look.

Meet Monica 👋If there’s a spreadsheet that needs tackling, Monica is probably your person. In fact, she’ll happily admit...
07/10/2026

Meet Monica 👋

If there’s a spreadsheet that needs tackling, Monica is probably your person. In fact, she’ll happily admit that the financial spreadsheets most of us would rather avoid are one of her favourite things!

As a Senior Associate in our Wealth Team, Monica works across all stages of the advice journey. What she enjoys most, though, is knowing she can help take some of the worry off a client’s shoulders and make their financial world feel a little easier to navigate.

Outside work, Monica swaps spreadsheets for gardening and craft projects. She loves growing her own fruit, veggies and flowers and has recently added hand-knitted socks. And her perfect holiday? No elaborate itinerary required just staying home with her husband David and their puppy Amy. ❤️

Swipe through to get to know Monica a little better.

Address

North Melbourne, VIC

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+61283418888

Alerts

Be the first to know and let us send you an email when Grimsey Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Grimsey Wealth:

Share

Nearby finance companies