Case Studies

Medical Client Case Studies

Our case studies demonstrate our capability to provide expert financial advice to our clients to help them grow, protect and manage their wealth. Watch our videos or read our case study testimonials to discover more.

  • Emily Moody case study

    Dr Emily Moody

    "...the specific medical industry knowledge and experience of the team at Walshs which has been a game-changer and o...
  • Alex Loo Case Study

    Dr Alex Loo

    "At Walshs, I am able to quickly and easily access key staff members who provide sound and comprehensive advice."...
  • Dr James Ang case study

    Dr James Ang

    "They ‘know their stuff’ when it comes to the medical profession and the dedicated team is always on hand to lend ex...
  • Dr Josue Alexis case study

    Dr Josue Alexis

    "As a trainee doctor, I’m short on time, like most of us are. I find it reassuring to chat to the team at Walshs who...
  • Dr Kristel Kemmerling case study

    Dr Kristel Kemmerling

    “Working with Walshs across both my private and business financial requirements has been a streamlined, straightforw...
  • Dr Matthew Burrage case study

    Dr Matthew Burrage

    "Their advice is thorough, and they have always gone the extra mile to be a trustworthy sounding board for all the s...
  • Dr Paul Stankovic case study

    Dr Paul Stankovic

    “As a locum doctor and sole trader I trust the Walshs team completely with both my personal investments and my busin...
  • Dr Paula Matich case study

    Dr Paula Matich

    "The Walshs team have been excellent."...
  • DR PETER STICKLER case study

    Dr Peter Stickler

    “Walshs have a family atmosphere that means every client is important to them."...
  • DR ISABEL SCALIA case study

    Dr Isabel Scalia

    “Interacting with the team at Walshs has been an invaluable experience."...

We know how busy you are

Walshs exists to make your life easier by providing the right advice and expert services.

We know how time-consuming it is to organise your tax returns, manage your financial affairs, organise home loans, or research where to allocate your capital. We make your life easier by seamlessly taking care of your finances across all of our divisions.

Our stress-free approach to financial management extends to your meetings with us. Our advisers regularly travel to regional centres throughout Queensland to make it easy to do business with us. We can accommodate your demanding schedule by coming to you or meeting virtually. Plus we regularly meet outside normal business hours to work around your practice hours or shift work.

If you have any questions about how we can get the financial side of your life organised, 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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