WALSHS – FINANCIAL ADVISORS, CHARTERED ACCOUNTANTS,TAXATION & BUSINESS STRATEGISTS

We have provided accounting and taxation services to high net worth, family businesses and other Small-Medium Enterprises (SMEs) since 1991.

We are specialists in the medical industry

We provide taxation, accounting, business and financial advice for doctors and medical professionals.

Walshs have managed the finances of thousands of doctors from interns through to specialists.

Our experience and expertise means you can make the best financial decisions at every stage of your career.

We are taking new clients NOW!

If you’re looking for a small, friendly team of accountants, tax advisers and financial planning specialists who specialise in doctors and health care professionals, you’ve come to the right place.

Contact us for a no-obligation complimentary consultation now.

Tax and accounting
Financial Planning
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Financial planning experts

Walshs financial planners are here to help you grow and protect your wealth.

Listen to planner Peter Hodgson’s three reasons (in under 60 seconds) why annual financial planning reviews are important.

Contact us for a no-obligation complimentary consultation now.

Proud partners with…

We invest in the medical industry.

We have many long term sponsorship arrangements in place, starting with medical students all the way to experienced specialists.

Latest on the Blog

Scam warning from the ATO

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Scammers have developed a different tactic over the New Year to impersonate the ATO. Perpetrators are using an ATO number to send SMS messages to taxpayers, asking them to click on a link and hand over their personal details. The…

Tax traps the ATO is watching

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The ATO often focuses on specific behaviours, characteristics and tax issues that are suspicious and can lead to investigations. Due to enhancements in technology, the ATO has expanded its data matching capabilities which have improved the ability to identify incorrect…

Instant asset write-off for small businesses to be extended and increased

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The Instant Asset Write-Off Scheme will be extended to 30 June 2020 for assets purchased under $25,000. The Instant Asset Write-Off affects small businesses with a turnover of up to $10 million a year. It allows business owners to immediately…

Making the most of your depreciation claims

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Depreciation schedules greatly aid your investment in property by helping to maximise on your tax deductions.o receive legitimate deductions, you will need a qualified person such as a quantity surveyor, project organiser or supervising architect to undertake an onsite inspection…

What our clients say about us

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

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

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

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.

Chris & Connie

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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