41 Reviews

Andrew Grinsell

Cooee Wealth Partners

Platinum

17 Yrs Experience

Neutral Bay, NSW 2089

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As Head of Wealth at Cooee Wealth Partners, I lead our expert advice team with a focus on strategic financial planning.

Our unique approach emphasises strategy over product, simplifying complex financial strategies to help you achieve your goals. With over fifteen years in financial services, including roles at Citi and Colonial First State, I offer comprehensive advice tailored to each client’s needs, from those just starting their wealth accumulation journey to retirees and high net worth individuals. My qualifications include a Master of Financial Planning and a Certificate IV in Finance and Mortgage Broking. I'm dedicated to helping you maximize your wealth and secure your financial future

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Cashflow & Income
Borrowing
Tax Strategies
Growing Assets

Our fees are based on the value of advice we provide and the complexity of each client’s circumstances, rather than a fixed or product‑driven pricing model.

This ensures clients only pay for advice that is relevant, meaningful, and tailored to their needs.

In some cases, we may also receive commissions in relation to insurance advice, as permitted under current legislation. Where applicable, these are fully disclosed and considered alongside our advice fees to ensure our recommendations remain focused on achieving the best outcome for the client.

5.00 May 2026

Friendly, efficient and his explanations are easily understood.

Not sure how to write a politically correct essay on the virtues of anybody being a multi-tasking super-human chapter and verse, so the above line, which is sincere, will have to do.

5.00 March 2026

Andrew is a highly professional, very skilled and trustworthy adviser. He has a broad knowledge base with in-depth expertise in financial services. He is a very clear and concise communicator. Advice is personalised.

5.00 March 2026

Cooee Wealth and Andrew Grinsell have been my financial adviser and partner in my financial planning journey since 2021. It has been a stress free and transparent relationship with Andrew’s expertise guiding me towards achieving my financial goals and setting me up to enjoy my recent transition to retirement. Communication has been excellent throughout and the explanations and rationale for strategic changes to my portfolio have been clear and provided at each stage. This has enabled me to understand the short, medium and longer term plans and risk levels, and feel comfortable in the knowledge that my financial position is being managed in a way that gives me the best chance of a secure financial future to last my lifetime.

5.00 January 2026

Andrew Grinsell and the team at Cooee Wealth Partners provide an exceptional level of advice and service. Andrew is highly knowledgeable, calm, and thoughtful in his approach, taking the time to truly understand individual goals and circumstances. His guidance is clear, strategic, and delivered with integrity, making complex financial decisions far easier to navigate. The professionalism and client focus of Cooee Wealth Partners is evident in every interaction. I have complete confidence in their advice and would not hesitate to recommend Andrew and the firm to anyone seeking trusted, long-term wealth management support.

5.00 August 2025

Very happy and confident our finances are in safe hands. As a result of Andrew’s expertise and prudent investment advice, I am on track to retire 5 years earlier than expected. Highly recommend.