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Financial Advice, Accounting and Tax for Doctors in Training

When you are focused on your medical training, it's easy to neglect your finances and tax affairs - but this stage of your career is the ideal time to lay the foundation for your financial independence.

As one of South East Queensland's most trusted firms specialising in accounting for doctors, we have taken care of the finances of more than 3000 medical professionals as they move from internships and training through to consultancy or private practice.

We understand the opportunities and challenges you will face in your career throughout the years to come and can provide you with the best advice and management, as we have done so many times before for your colleagues before you. Our professional and client focused team can help you maximise your tax returns and begin to invest wisely to make the most of your money now and throughout your career.

We recognise that the only certainty you have is uncertainty as a doctor in training. It can be hard to know how to grow your wealth when applying for new programs and moving around for PHO, Register and Fellow opportunities. We have a number of strategies to help you grow your wealth and maintain flexibility with your finances during these uncertain times in your career.

Our Wealth Health package is the foundation for your financial future

Developed specifically for doctors in training, Wealth Health is your guide to financial success. We work with you to focus on the things that matter to you most right now while keeping one eye firmly focused on your financial future.

Whatever your future plans may be, Wealth Health will help you get there.

As a doctor, you’re trained to look after our physical health from the moment we’re born right through to a ripe old age. At Walshs we are trained to look after your financial health from the time you’re a final year student, through your internship, as registrar, fellow, consultant and into private practice. We provide expert and strategic taxation, accounting and financial planning advice to doctors through every stage of your career lifecycle. We understand your journey because, for over 30 years, we have helped thousands of doctors progress financially as their career takes off.

Our Wealth Health package has been developed specifically for our partnership with you. It includes:

  • Your tax return completed and lodged by a medical accounting specialist
  • Access to your financial advisor for salary packaging assistance and access to premium lending loans and restructuring
  • Your annual financial planning health check* discussion including budget and cash flow, superannuation, personalised insurance review and asset progression check
  • Invitations to exclusive events and workshops

*The annual financial planning health check meeting is general in nature and contains no personal advice.

More than just accounting for doctors in training

The training years are when most doctors plan to get started on asset acquisition, both in property and shares. As a fully integrated financial services firm, we draw on the expertise of all our divisions to help you with a long-term wealth-building strategy tailored
to your needs.

We can help you with:

  • Managing ongoing costs and training obligations, balanced with lifestyle and investment decisions
  • Understanding your options to build wealth over time in a flexible manner
  • Making informed property purchase decisions, including long term tax and asset structuring
  • Accessing tailored insurance policies to provide necessary protection during your training years
  • Taking advantage of employer entitlements, such as vocational training subsidy, superannuation co-contributions and salary packaging benefits

Specialist financial advice for doctors in training

When you work with us, you benefit from our experience of working with thousands of doctors. We can give you the best advice on finances and accounting for doctors as we deeply understand your profession and your career lifecycle.

We have drawn on this experience to develop a tried and tested roadmap that helps medical professionals achieve their financial goals throughout their career. We know what opportunities and challenges you may face. Our team can give you reliable advice you can trust, as we have done so many times before.

Our professional and client focused advisers will work with your personal circumstances in mind to construct optimal strategies for you. We tailor our advice around your needs at each particular stage of your life and career, including advising on salary packaging, tax, budgeting and wealth advice such buying your first or second home or investing in portfolios.

We are experts at growing your wealth while ensuring you have the flexibility to focus on the demands of specialty training.

Buying your first home?

If you have made the big decision to buy your first home, you may be wondering, what next?

Preparing yourself with the right information is the first step towards buying your first property. To help you on your way, we have created a downloadable First Home Buyers Guide.

Our comprehensive 32-page guide contains all the vital information you need to know before embarking on the process of purchasing your first home.

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.

Wealth Health

Contact us today if you would like more information or a free appointment to discuss our services.

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