36 Reviews

Andrew Grinsell

Cooee Wealth Partners

Platinum

15 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

Cooee Wealth Partners provide a full fee for service pricing model. We receive no commission or incentive payments from product manafacturers. Our view is that commissions create a conflict of interest between advisers and clients.

4.50 October 2021

Andrew has helped me with trusting. He has made good decisions for my Smsf fund considering the current climate and my lack of trust in the system. Thanks Andrew

5.00 September 2021

Andrew has given me advice in areas including loan products, self-managed super funds and managing debt. Andrew was usually able to explain things to me in a clear way. Through Andrew's knowledge and experience, I feel very confident that the advice given was right for my needs, and I receive Andrew's full care and attention when I need it.

4.75 August 2021

Andrew has provided us with advice on growing our assets and planning how we can meet our retirement goals. He explains things in an easy to understand way and is able to answer any questions we have. We have been happy with the service we have been provided and would definitely recommend Andrew.

5.00 August 2021