ABOUT WALSHS

Providing expert financial advice to individuals & businesses for over 30 years.

Grow, protect and manage your wealth

Walshs Practice was established in 1991 and has grown to become one of South East Queensland's leading accounting and financial planning firms.
As a fully integrated financial services firm the advice and guidance we give to our clients is always made with a holistic view to your finances in mind.

Our Mission Statement

Our purpose is to guide and inspire our clients to financial success, through the management, protection, and growth of their wealth.

Our Values

Our team is:

Client focused

Reliable

Honest

Professional

Supportive

Team players

Private Wealth Management

We have developed a reputation as a team of chartered accountants and financial advisers you can trust. For over 30 years, we have managed the financial affairs of many small to medium businesses and high net worth individuals.

As a medium-sized family business ourselves, we understand the opportunities and challenges you or your business may encounter.

Our professional and client focused accountants and financial advisers work with individuals and small to medium businesses to build an integrated financial plan that considers every aspect of your financial wellbeing.

Whether, on an individual level, your objective is to complete a tax return, buy a home, grow your wealth or grow your business – you will receive the expertise of all our divisions every time we provide advice.

We work with small to medium and family businesses to support you every step of the way through growth, ensuring your structures are set up optimally to support expansion and guiding you through the challenges that often face businesses.

We can act as your business’s CFO, giving you the opportunity to lean on our team’s experience for support and guidance.

Some of the services we can help with include:

  • Tax and accounting services
  • Business structuring
  • Wealth creation advice
  • Business services
  • Superannuation and retirement planning
  • Finance
  • Insurance
  • Estate planning

A family business you can trust

We are still a family business with family values.

We were founded in 1991 by Michael Walsh who is still the CEO today and we remain owned and operated by our directors. As a medium-sized firm that started small, we’ve been where you are. We truly understand what it's like to run your own business.

Making life easier for you

As a fully integrated financial services firm, you will have access to specialists in all areas of accounting, business services, taxation and financial planning. Whether you are applying for a loan, changing your insurance, signing off your annual tax return and more, we work seamlessly with our internal departments to ensure a wholistic approach to your finances.

Our goal is to ensure that reaching your financial goals is easy and stress-free for you.

We also ensure it is easy for you to talk to us. Our advisers regularly travel to meet with clients located in regional areas throughout Queensland and Northern NSW and it is normal practice for us to meet with our clients at their premises or online, outside of normal business hours and on the weekend to fit around your schedule.

You will always be able to get hold of us quickly and easily.

At all times in your journey with us, and as your needs change and become more complex, we ensure you have direct access to the team member or director most experienced and knowledgeable to assist in your particular circumstances.

Giving back your time

Managing your financial affairs can be time consuming.

We understand that you want to ensure you are making the best possible decisions for your financial future – but you may not have either the knowledge or the time to put the necessary research into working out where you should allocate your capital, which home loan to apply for or how to fill out your annual tax returns to get the best result.

Your time is valuable. By outsourcing your accounting, taxation and financial planning to our professional team, you allow us to take the legwork out of your finances for you, giving you the confidence to make great financial decisions and giving you back your time to focus on your career, your patients, and enjoying your personal life.

Our Technology

As a modern firm we regularly revaluate our technology to ensure we are using the best and most innovative products to communicate with our clients and manage their financial affairs.

What our private clients say

  • “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
  • “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
  • “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
  • “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
  • “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
  • “I have been very grateful for Walshs’ help and strategic assistance during the disruption caused by COVID-19 recently. Their nimble response and ability to quickly provide relevant and up to date advice and practical, hands on service during changeable and difficult times has been invaluable.”
    Michael Cooke

Want to know more?

If you have any questions about how we can help you, book a complimentary meeting at a time that suits you.

Location

  • OFFICE: Level 24/10 Eagle Street, Brisbane QLD 4000
  • POSTAL ADDRESS: GPO Box 12, Brisbane QLD 4001
All advice on this site is general in nature and does not take into account your personal circumstances. Please do not hesitate to contact one of our adviser accountants or financial planning advisers if you have a query that is specific to your circumstances.
ABN 11 248 978 295 Walshs Financial Planning Pty Ltd AFSL 432636 ABN 82 122 293 912 Corporate Authorised Representative No. 463774 of Walshs Finance Australian Credit Licence 459119

Liability limited by a scheme approved under Professional Standards Legislation.
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