Grimsey Wealth

There’s knowing what’s changed. And then there’s understanding what it actually means for you.

Whether you’re running a business, building your wealth or simply trying to make the best decisions for your family, there’s always something new to consider.

And keeping up with all of it can feel like a job in itself.

That’s why having the right people around you matters.

At Grimsey, we’re here to help you make sense of the changes, understand what deserves your attention and make informed decisions about what comes next.

You don’t need to know everything. You just need the right people in your corner.

Have a question? Start a conversation with the Grimsey team.

Meet Rhys Hanning-Smith 👋

Rhys loves those moments when a client walks out of a meeting with more clarity, more confidence and a much better idea of where they’re heading.

As a Financial Planner at Grimsey, he enjoys helping people cut through the noise and understand what’s possible when they have a clear plan in place.

When he’s not talking financial plans, you’ll probably find Rhys spending time with his wife, catching up with family and friends or heading to the beach. 🌊

Swipe through to get to know Rhys a little better.

“A good lending outcome is actually a personal question.”
— Anthony Franklin, Director, Head of Lending

Because what makes a loan “right” really depends on what you need it to do for you.

Maybe it’s keeping repayments manageable. Creating room for your next property move. Supporting a business opportunity. Or simply giving you greater flexibility.

That’s why our Lending team starts with the person, not the product.

The right structure should support where you are now — and where you’re hoping to go next.

Anthony shares more in our latest article 👉 https://buff.ly/XMZGp9P

Being an SMSF trustee means taking an active role in managing your retirement savings.

It's also important to remember that your responsibilities don't stop once your fund is established.

Now is a great time to review your investment strategy, check your compliance obligations and make sure your SMSF is still working towards the future you want.

If you're unsure where to start, the Grimsey Wealth & SMSF team can help you understand what needs your attention and what steps to take next.

💬 Reach out if you'd like to book a review.

Swipe through for the checklist, and if any of these areas raise questions about your fund, reach out to the Grimsey team. We’re here to help you get the details right and keep your SMSF strategy moving in the right direction.

What a great experience for Team Grimsey!

Nine members of our Sydney team took on the City2Surf, proudly running in support of Taking Paediatrics Abroad (TPA), an organisation we’re incredibly proud to have a strong relationship with.

Founded by the inspiring Dr Kathryn Currow, TPA helps connect children in developing countries with specialist paediatric care, making this a cause our team was very proud to get behind.

A special shout-out to Fiona and Aimee for coordinating everything from registrations to our custom Grimsey x TPA shirts, which were printed by one of our wonderful clients. Congratulations to all nine of our runners on an incredible achievement and thank you to everyone who helped make the day happen.

A great day, a great team and, most importantly, a great cause.

Meet Frances Shield from our team.

Frances loves that every day brings something different.

From welcoming new clients to supporting the team behind the scenes, she enjoys building relationships and helping create a smooth, positive experience for everyone who works with Grimsey.

Outside of work, you'll often find Frances exploring Melbourne in search of her next favourite café or restaurant. Safe to say she's happily eating her way around the city!

We're lucky to have Frances on the team.