At Walshs we work with you to get you started on your personal wealth creation pathway from the intern years of your career. In these early years some of the most important habits are formed and choices made, so it is extremely important to get the right advice from the independent specialists in medical wealth planning for over 20 years – Walshs.
We are able to start you down the best path in these early stages of your career because we have the experience from advising over 700 interns, guiding them through their training years into specialisation. Our degree-qualified advisers will work with your personal circumstances to construct optimal strategies for you.
We tailor our advice around your needs at your stage in life and career, including common services such as salary packaging, tax, budgeting and insurance.
More junior doctors trust Walshs to manage their financial affairs than any other firm in Queensland.
Walshs Retainer package can include the following:
- General financial planning including debt consolidation, budgeting, and discussions around the next few years & what’s coming up
- Tax return
- Insurance advice & reviews
- Car buying/upgrade assistance
- Unlimited meetings as required
- Property services including budgeting, loan structuring, pre-approval and complimentary RP Data research reports (#1 property research tool in Australia)
If you have any questions or would like to organise a complimentary meeting to discuss how we will make the financial side of your life organised, email firstname.lastname@example.org and we’ll setup a time which suits.