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

Grimsey Wealth

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

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.

05/10/2026

If rates went up again, what would that mean for your household budget?

Rather than trying to predict the next RBA decision, it can be far more useful to understand your own numbers.

How would higher repayments affect your everyday cash flow, your savings plans or your ability to handle an unexpected expense?

If the answer leaves things feeling a little tight, knowing now gives you more time to explore your options.

A loan review could help you understand whether there's a better rate, a different structure or simply an opportunity to create some extra breathing room.

🏡 Want to know how your mortgage would look at a higher rate?

Talk to the Grimsey Lending team.

30/09/2026

If you have a family trust, you may have heard talk of a proposed 30% minimum tax.

It's the kind of headline that understandably gets people's attention.

But before making any decisions, it's important to understand what's actually being proposed and what it could mean for your circumstances.

The proposed rules aren't final and won't commence until 1 July 2028. While they could affect some family and business structures, not every trust will be affected in the same way.

Our advice? Stay informed, understand the potential impact and don't make significant changes based on headlines alone.

That's where trusted expertise matters.

The Grimsey team is closely following the developments and can help you understand what may deserve your attention as the details become clearer.

29/09/2026

When you’re starting out in medicine or dentistry, there’s a lot to think about.
Your career is growing, your income may be changing, and life can start moving quickly.

In this short video, Tori shares a reminder that taking time to understand your financial position early can make a real difference.

At Grimsey, we help young medical and dental professionals make sense of what comes next, so they can feel more confident about the decisions they’re making today and the opportunities ahead.

It all starts with a conversation.

23/09/2026

Meet Sean 👋
Sean spends plenty of his working day tackling complex tax and structuring matters, but ask him what he enjoys most about his role, and it comes back to people.

It’s the relationships built over time, with clients and colleagues, that make the work meaningful for him.

Sean is also a big believer in sharing his experience, supporting and mentoring the team as they take on new challenges and continue to grow.

Outside Grimsey, you’ll usually find him spending time with family, catching a movie or supporting his favourite sports teams… with varying degrees of success. 😄

And while Sean remains unconvinced by the whole coffee thing, he has much stronger feelings about sweet chilli & sour cream chips.

Swipe through to get to know Sean a little better.

22/09/2026

Waiting for property prices to rise before you upsize? A downturn might not be as bad for your plans as you think.

Yes, you may sell your current home for less, but the more expensive home you want to buy could also become cheaper. In some circumstances, that can actually reduce the gap between the two.

Our latest article takes a simple look at the maths and explores some of the other considerations when trading up, including buying before you sell.

Thinking about making your next move? Read more and talk to the Grimsey team about what the numbers could look like for you.

21/09/2026

Could you work a little less… without feeling like you have less?

For many people approaching retirement, that is a much more relevant question than simply, “When can I retire?”

A Transition to Retirement strategy may provide eligible people with greater flexibility to reduce working hours while supplementing income from super — or to keep working while increasing super contributions.

But like most financial strategies, it is not about the product or the rule.

It is about what it could make possible for you.

More time. More flexibility. A gentler transition. Greater confidence about what comes next.

Our latest article takes a closer look at how TTR strategies work and when they may be worth considering.

Read it here: https://buff.ly/36PYRA4

16/09/2026

Another great opportunity to connect with the University of Melbourne’s Medical Graduates of 2026.

The Grimsey team recently joined the Pre-Internship Advice Seminar (PIAS), with plenty of time to chat, answer questions, and share practical insights as graduates prepare to move from medical school into internship.

It was a little different from our usual Lunch & Learn sessions, and we loved having more time to talk.

Thank you to everyone who joined us and to the University of Melbourne for having us along.

14/09/2026

You have a will, so everything is taken care of… right?

Not necessarily.

One of the more surprising things about estate planning is that your super does not automatically follow the instructions in your will.

That does not need to be complicated or concerning. It simply means it is worth checking that your will, beneficiary nominations, and broader arrangements work together and still reflect what you want.

Life changes. Families change. Your financial circumstances change too.

Taking the time to review your estate plan can give you something very valuable: peace of mind that the people and things that matter to you have been considered.

If you are not sure whether your current arrangements still reflect your wishes, this article is a useful place to begin:

👉️ https://buff.ly/Oczu0ka

08/09/2026

Meet Yuri 👋
Yuri loves a good problem to solve, particularly when the end result helps make life a little clearer for a client.

As a Senior Adviser at Grimsey, she works across accounting and tax, helping clients navigate everything from compliance and tax returns to the bigger decisions that come with running a business.

She's also part of our Young Professionals team and has been getting out and about at our Lunch & Learn presentations for 2026 medical graduates, helping young professionals start conversations about their finances early in their careers.

When she's not working with clients, Yuri loves exploring new restaurants and cafés, spending time with family and friends and enjoying a good movie.

Swipe through to get to know Yuri 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

Website

http://www.grimsey.com.au/

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