Appoint GWPO
1.
Make Contact
Email our private office team to begin the onboarding process.
2.
Secure Client Portal
You'll receive access to our secure client portal, to outline your current position and financial structures.
3.
Initial Consultation
We meet to discuss your family’s priorities, complexities, and determine alignment with our service.
4.
Receive Proposal
A tailored proposal is prepared, detailing scope, service relationship, and recommended next steps.
5.
Formal Engagement
Once accepted, engagement documents are signed and your dedicated GWPO team is appointed.
6.
Foundation Strategy Begins
We commence the construction of your family’s foundation strategy — the comprehensive blueprint that guides your long-term financial legacy.
Contact Us
We welcome enquiries from families seeking a coordinated, whole‑of‑wealth partnership. Each new relationship begins with a discreet assessment of your current position to ensure strategic alignment. If a fully integrated private office approach aligns with your needs, we invite you to connect with our team.
Contact us to book a complimentary consultation to discover how we go above and beyond to help you achieve financial security.
Grimsey Wealth Private Office Pty Ltd ABN 12 695 675 739 | Corporate Authorised Representative 1320151 of Grimsey Wealth Australian Financial Services Licence 293334
Wholesale clients only
Unless expressly stated otherwise, all information, products and services described on this website are intended solely for wholesale clients and must not be distributed to, or relied upon by, retail clients.
Unless expressly stated otherwise, all information, products and services described on this website are intended solely for wholesale clients and must not be distributed to, or relied upon by, retail clients.
General Advice Warning:
The advice provided is general advice only and does not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product. Liability limited by a scheme approved under Professional Standards Legislation.
The advice provided is general advice only and does not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product. Liability limited by a scheme approved under Professional Standards Legislation.
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