When you first deal with Josh, it will become apparent that your goals are his main priority. He takes great pride in building and maintaining a long-term relationship with As an active member of the Association of Financial Advisers (AFA) committee, Josh believes that giving back to the financial advice community will ensure access to better financial advice for more Australians. Josh will love to push you out of your comfort zone to help you achieve what you never thought was possible! He’s driven by seeing his clients succeed and takes the same approach in his personal life, setting himself short, medium and long-term goals whilst living by his number one rule: Enjoy life!
We offer a obligation free meeting to see if the relationship is suited for both you and our business. After this a fixed fee is discussed and agreed upon before moving forward.
Josh is great! Makes the decisions we have to consider very straightforward. Would strongly recommend.
Josh was recommended to me and he was definitely worth recommending. He was very patient and helpful with appointments particularly around my busy schedule.
Josh has a great understanding of his work practice and ethic. Cobsidering we live interstate he bends over back wards to assist and support you. He communicates regularly step by step with you. Nothing is too hard for Josh. You are informed and advised of what paper work needs to be filled in.
Josh was very professional in his approach and delivery. The way he helped me manage and prepare for future investments and manage my super and insurance was amazing. I will never look back. He was very open and honest and told me what to expect. I would always go back to Josh and recommend to anyone.
with his quick response to emails and helpful attitude it has been a pleasure working with Josh
- Adviser status Platinum
- Number of reviews 33
- First year providing advice 2011
- Years of experience 12
- Fellow Chartered Financial Practitioner (FChFP)
Pursue WealthLevel 4, Suite 1, 80 Market St
South Melbourne, VIC 3205
- 9:00am – 5:00pm Monday – Tuesday, Thursday – Friday
- 9:00am – 5:00pm Wednesday
- In person
- Video call
Grimsey Wealth Pty Ltd