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
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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