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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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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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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
