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For the last 10 years that I have been at Walshs, Simon and his team have been instrumental in building my investment portfolio. They are very knowledgeable in all financial matters and have always provided expert advice. Their professional input in my finance management have helped me to build my portfolio using a creative combination of strategies. Of importance to me is that, from the start, Simon ensured that he was clear on my financial goals and tailored my short, medium and long-term plans accordingly. He has regularly adjusted my plans, as my priorities have changed over the years. I like that he does all the ground work and comes to meetings with options and simplifies them so that I can understand and make informed decisions. I would recommend them to anyone, regardless of their financial literacy.
Simone
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I have been with Walsh’s for over 5years now. Simon and Stewart have supported and helped me navigate the world of finance with great skill and dedication. I can not recommend them highly enough!
Rishen
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Walsh's have been my financial planners and accountant's since the end of medical school in 2015. Over the last couple of years, my financial planner Matt has guided me through budgeting, life and income protection insurance, leasing a vehicle, purchasing my first home and setting up a business. I did not think I would be where I am today both professionally and financially so soon after med school. I owe much of my financial position to Matt and the team at Walsh's who have helped me make the most of my income and investments along the way.
Geraldo
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I first took Walshs as my accountancy firm over 20 years ago. Prior to that, I was the client of a larger multi-partnered firm. Whilst I am sure my accountancy was performed well, it was always nearly impossible to discuss problems with my principal and common to find yet another new junior member actioning my work. With Walshs, I have no difficulties obtaining a response from Michael to my occasional questions and I deal directly with a Senior Associate when processing my documents and books at tax time.
Dr Trevor Olsen
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At Walshs, I am able to quickly and easily access key staff members who provide sound and comprehensive advice. Communication is easy and I can be confident that I am receiving the best care and attention as a valued client.
Dr Alex Loo
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Walshs has managed both my business and personal finances for over 20 years and has consistently provided sound and constructive advice. From practical support to strategic business advice, Walshs has helped me grow my business from a small start up to a thriving company. Their wholistic approach and deep engagement with my financial concerns has led to a loyal, trusting and mutually supportive business partnership that will continue for many years.
Ben Steel, Envisage Technology
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Walshs has always provided the utmost care and attention, alongside sound, professional advice to our most valued clients. Our complete trust in their ability and knowledge is founded on many years of impeccable service.
Zac Herps, Hillhouse Legal Partners
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Working with Walshs across both my private and business financial requirements has been a streamlined, straightforward process. I was immediately provided strategic advice for both my present circumstances and the future, and there was never any double handling. They have helped to make my relocation from Rockhampton to the Gold Coast a stress free and positive experience.
Dr Kristel Kemmerling
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Having a good accountant who really understands our businesses has helped to lower our costs and our stress levels. We have more time to focus on what we do best and, because we are in safe and trustworthy hands, we feel we can take more risks.
Lachlan Walker, Timber Tots Child Care
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As a locum doctor and sole trader I trust the Walshs team completely with both my personal investments and my business affairs. For more than fifteen years they have expertly provided the most comprehensive advice for my specific situation and I know that my wealth is safe in their hands.
Dr Paul Stankovic
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The difference I find with Walshs is that they take the time to understand our businesses, the industries we work in and our future plans. Because of that genuine knowledge and understanding, I find they can provide trustworthy, customised and strategic advice and a thorough financial service.
John Langford-Ely, CEO, Marquee Developments
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As a trainee doctor, I’m short on time, like most of us are. I find it reassuring to chat to the team at Walshs who can give me succinct, expert advice in layman’s terms that I understand. They know what they’re talking about and having them only a phone call away means I can concentrate on my career while knowing my finances are under control.
Dr Josue Alexis
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I’m very happy that I turned to Walshs for my finances. They ‘know their stuff’ when it comes to the medical profession and the dedicated team is always on hand to lend expert advice. I wouldn’t hesitate to recommend Walshs to my colleagues and networks in a heartbeat.
Dr James Ang
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Walshs have proven themselves to be flexible and accommodating as decisions and circumstances have changed over time. I always feel I can approach them for advice and their expert team are always willing to answer questions and really personalise their service to best suit our needs.
Dr Robbie Ley Greaves
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Walshs have always taken the time to explain, in simple terms, my financial options. Their advice is thorough and they have always gone the extra mile to be a trustworthy sounding board for all the significant financial decisions I’ve made over the last decade.
Dr Matthew Burrage
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The Walshs team have been excellent. My taxation advisor, Lachlan, in particular is extremely helpful and attentive and makes everything so easy. Even during the disruption caused by COVID-19 recently, he was flexible and understanding as we had to reschedule several appointments and he happily made time for me to consult with him out of hours. The whole team is delightful to deal with.
Dr Paula Matich
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I have been very grateful for Walshs’ help and strategic assistance during the disruption caused by COVID-19 recently. Their nimble response and ability to quickly provide relevant and up to date advice and practical, hands on service during changeable and difficult times has been invaluable.
Michael Cooke
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Walshs have a family atmosphere that means every client is important to them. The best thing about working with them is that you know you’re working with people who will look after you. While I started saving and investing later in life than some others, Walshs have helped me find my feet and get ahead quickly, all while going the extra mile to ensure any effort on my end is reduced.
Dr Peter Stickler
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"We have previously had financial advisors, but it is the specific medical industry knowledge and experience of the team at Walshs which has been a game-changer and of great value to our family. The collective experience the team at Walshs have is really obvious when you start to work with them. They have provided clarity and peace of mind, both for our immediate financial needs and for the future of our family. We really value all that Walshs have done for us. We are absolutely loving the new home that we were able to purchase thanks to the great advice that the team provided and I sing your praises to all my colleagues!”
Dr Emily Moody
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"I signed up with Walsh’s when I first started working as a doctor and they’ve continued to be by my side as I leave the hospital setting and start to work independently as a locum doctor. Everyone I’ve spoken to at Walsh’s has been the epitome of professional and friendly. This extends from the financial planners and accountants to the assistants and receptionists. The time and the detail they have given in answering all of my questions (and there have been A LOT) has allowed me to increase my financial knowledge. Thank you, Matt and Lachlan! Their service is like no other - no other accountant or financial planner has as much of an insight or understanding about the progression of a doctors career. I have no doubt that as I continue alongside Walsh’s as I progress to a registrar and finally a consultant, the transitions will be seamless and I’ll have the comfort of knowing my finances are in the best of hands.
Annabel Rose
