Success through experience, knowledge & integrity

Walshs financial planning are the specialists at providing comprehensive financial advice to medical professionals and other high net worth individuals.

We have a team of Financial Advisers based in Brisbane working alongside Chartered Accountants & Certified Practicing Accountants, all supported by a team of highly-trained support staff to ensure that we provide our clients with hands-on management as well as advice. All of our Advisers & Accountants are university degree qualified and undergo continuing professional development, so you can be confident in the quality of our advice. Walshs are also education partners with prominent organisations such as the Royal Australian College of Surgeons and Royal Australian College of General Practitioners. Walshs staff regularly undertake visits to regional areas including Cairns, Townsville, Mackay, Rockhampton and Toowoomba. Alternatively our team is available all year round for meetings via skype or phone.

Walshs financial Advisers often work in conjunction with Walshs accountants in order to provide a comprehensive representation of the effects of our advice including any tax effects, as these can be a significant factor in the overall effectiveness of your plan. Our financial planners have a thorough understanding of business structures as they relate to medical professionals and high net worth individuals.

Walshs Financial Planning Services:

Cash Flow Management
  • Budgeting
  • Saving Plans
  • Debt Restructuring
Insurances
  • Income Protection
  • Trauma
  • Blood Borne Illness cover / Needlestick
  • Life & Total Permanent Disability cover
Investments
  • Direct Shares
  • Property
  • Managed Funds
  • Alternate Investments
Loans
  • Home Loans
  • Car Loans
  • Personal Loans
  • Practice Loans & Equipment finance
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