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Grimsey Wealth
766 Elizabeth Street, Melbourne Victoria 3000
About Grimsey Wealth
Welcome to Grimsey Wealth, a renowned establishment located in the heart of Melbourne, Australia, on Elizabeth Street. As a leading finance institution, we take pride in being a trusted point of interest for individuals and businesses alike, offering a wide range of financial solutions tailored to meet your unique needs.
At Grimsey Wealth, we understand that financial well-being is crucial to achieving your goals and dreams. With our team of experienced professionals, we are committed to providing exceptional financial services that empower you to make informed decisions and secure a prosperous future. Whether you are a seasoned investor or just starting your financial journey, our comprehensive range of services caters to all stages of wealth management.
Our dedicated team of financial advisors is equipped with the knowledge and expertise to assist you in various areas, including investment strategies, retirement planning, tax optimization, estate planning, and risk management. We firmly believe in building long-term relationships with our clients, forging a partnership that is built on trust, transparency, and personalized attention.
In addition to our expert financial advice, Grimsey Wealth offers innovative tools and technology to enhance your financial planning experience. Our state-of-the-art online platform allows you to conveniently access and monitor your investments, track your progress, and make informed decisions from the comfort of your own home.
Located in the vibrant city of Melbourne, our institution is surrounded by a rich tapestry of culture, art, and business opportunities. We are proud to be part of this dynamic community and actively engage in various local initiatives to give back and support the growth of our city.
When you choose Grimsey Wealth, you are choosing a financial partner that is dedicated to your success. Our commitment to excellence, integrity, and client-centric approach sets us apart in the industry, making us an institution of choice for those seeking financial security and prosperity.
Visit us at our conveniently located office on Elizabeth Street, Melbourne, at number 766, and let our team of experts guide you on your financial journey. Together, we can unlock the full potential of your wealth and help you achieve your financial goals. Experience the Grimsey Wealth difference today.
Level 2/766 Elizabeth St, Melbourne VIC 3000, Australia
Opening hours of Grimsey Wealth
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews of Grimsey Wealth
"I have been a client of Grimsey Wealth since 2014. Unfortunately, I am a low priority client and aware this company does not have my best financial interests in mind. In a series of emails over months I was informed that an enquiry I had made was being looked into, and I would have a response soon. However, it became apparent this was misinformation. I did get an apology, but that did not make up for being lied to and the likely financial implications. Although this only involved one senior staff, it possibly reflects the culture at Grimsey Wealth."
"The team at Grimsey have provided me with nothing but excellent service and advise since my first meeting with them. They are always willing to help and support in any situation - whether it be personal or business related. They are extremely thorough and have a wealth of knowledge. Their correspondence is great as they're always quick to reply. I have had a fantastic experience with Grimsey Wealth!"
"Couldn't be happier with their service and professionalism. Always happy to answer questions however big or small, and always open to have a chat and give advice on all things financial. Big thank you especially to Monty and Kristen for their help through my career so far. Would definitely recommend to young and old medical professionals alike."
"We can't speak highly enough of the team at Grimsey. They're warm, supportive and extremely capable individuals who use their wealth of financial knowledge to break down the jargon of the industry and give us the best advice possible. Our consultants are always available and quick to respond to any queries or concerns we have. They've helped us with everything from taxation to investing. We'd especially like to mention our senior client relationship manager, Kristen Kennedy, who helped us buy our home. It was an incredibly complex process but with her help, it was a breeze. It's nice knowing that we can rely on Grimsey for peace of mind. We already recommend Grimsey to our friends, and we wouldn't hesitate in recommending them to you, too."
"The tax accountant had limited knowledge and did not follow through on promise to get back to me with answers. The tax return was actually done by someone else, not the person I met. Later I got audited by the ATO for this tax return and the auditor informed me that he had contacted Grimsey first and was told it had nothing to do with them. Worst part? Three years later Grimsey started contacting me stating that I didn't pay my invoice with rude and threatening tactics. It has caused significant distress amongst my specialty exams. I would not recommend Grimsey to my worst enemy. For $395 you can get top rate experienced tax accountant."
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