Follow the prompts below to book or request a meeting online or simply call the office on 07 3221 5677.
2. Are you booking in for Financial Planning or Tax & Accounting?
Tax & Accounting Financial Planning3. Please select the service you are booking in for:
Tax Return Meeting Tax Strategy & Planning Meeting Other4. Please select the option that best applies to your Tax Return:
Wealth Health Wealth Health Plus ABN Income and/or Salary & Wages, and/or Rental/s Trust or Company and Personal ReturnBook online for your tax return meeting - Walshs Wealth Health Package
If the time you would like is not available, please contact our office on 07 3221 5677.Book online for your tax return meeting - Salary & Wages with Rental/s and/or Shares
If the time you would like is not available, please contact our office on 07 3221 5677.
Please contact our office on 07 3221 5677 to book a meeting with your accountant.
Please contact our office on 07 3221 5677 to book a meeting with your accountant.
Book online for your financial planning meeting
IMPORTANT: Please call the office if you are not yet a client of one of the financial planners below, are unsure who your advisor is, or wish to complete a tax return.
Ben Steel
02:20 12 Oct 18
The team at Walshs have looked after my personal and business financial and accounting services for over twenty years and I have always found their advice and service to be professional and responsive.
The accounting and taxation services have been excellent, though by far the greatest value I get out of our relationship is the business support and consulting advice that I receive from their team.
We consider them an extension of our own team and highly value the relationship, I could not recommend them highly enough.read more
Chris Conyard
04:05 24 May 18
My wife and I have been with Walsh’s for a number of years. Our current financial advisor is Peter Hodgson. We have found the service at Walsh’s to be professional, sensible and flexible to our specific circumstances. They also offer independent advice and guidance without any influence from third parties. This is something I am conscious of when seeking financial advice, Peter and the team have done nothing to suggest this is the case and his advice seems to be with my best interest in mind. We dealt with Westpac who were equally as easy to deal with. The relationship between Peter and the bank manager made the process run smoothly and communication timely. I have no hesitation in recommending Walsh’s for financial guidance.read more
Ivan Lim
14:30 18 Mar 18
I had a meeting with Peter Hodgson and was delightfully surprised at how thorough he was. He takes the time to listen, to discuss current circumstances and future plans, giving advice on how best to move forward with my portfolio and superannuation, as well as adequacy of level of insurance coverage. And they help with your salary sacrifice as well. Very happy with their service.read more
Kon
13:51 08 Feb 18
As a busy professional it's hard to take time for all the extra minutia of paperwork, I've been using Walsh's services for 3 years for Salary Packaging and Taxes. Their services have always been professional and catered to my irregular schedule. They have made it very easy to complete most tasks via email. and provide sound financial advice tailored to my needs and capabilities. Walsh's do offer investment and insurance options with suggestions for what would be the best fit, but I've never felt pressured to commit to any particular product offered.read more
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