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."