What our medical clients say
"Walsh's have been my financial planners and accountants 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
"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
"At Walshs, I am able to quickly and easily access key staff members who provide sound and comprehensive advice. Communication is easy and I can be confident that I am receiving the best care and attention as a valued client."
Dr Alex Loo
"Walshs have a family atmosphere that means every client is important to them. The best thing about working with them is that you know you’re working with people who will look after you. While I started saving and investing later in life than some others, Walshs have helped me find my feet and get ahead quickly, all while going the extra mile to ensure any effort on my end is reduced."
Dr Peter Stickler
"We have previously had financial advisors, but it is the specific medical industry knowledge and experience of the team at Walshs which has been a game-changer and of great value to our family. The collective experience the team at Walshs have is really obvious when you start to work with them. They have provided clarity and peace of mind, both for our immediate financial needs and for the future of our family. We really value all that Walshs have done for us. We are absolutely loving the new home that we were able to purchase thanks to the great advice that the team provided and I sing your praises to all my colleagues!"
Dr. Emily Nicole Moody
"I’m very happy that I turned to Walshs for my finances. They ‘know their stuff’ when it comes to the medical profession and the dedicated team is always on hand to lend expert advice. I wouldn’t hesitate to recommend Walshs to my colleagues and networks in a heartbeat."
Dr James Ang
"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 can give me succinct, expert advice in layman’s terms that I understand. They know what they’re talking about and having them only a phone call away means I can concentrate on my career while knowing my finances are under control."
Dr Josue Alexis
“I’m very happy that I turned to Walshs for my finances. They ‘know their stuff’ when it comes to the medical profession and the dedicated team is always on hand to lend expert advice. I wouldn’t hesitate to recommend Walshs to my colleagues and networks in a heartbeat.”
Dr James Ang
"Working with Walshs across both my private and business financial requirements has been a streamlined, straightforward process. I was immediately provided strategic advice for both my present circumstances and the future, and there was never any double handling. They have helped to make my relocation from Rockhampton to the Gold Coast a stress free and positive experience."
Dr Kristel Kemmerling
"Walshs have always taken the time to explain, in simple terms, my financial options. Their advice is thorough, and they have always gone the extra mile to be a trustworthy sounding board for all the significant financial decisions I’ve made over the last decade."
Dr Matthew Burrage
"As a locum doctor and sole trader I trust the Walshs team completely with both my personal investments and my business affairs. For more than fifteen years they have expertly provided the most comprehensive advice for my specific situation and I know that my wealth is safe in their hands."
Dr Paul Stankovic
"The Walshs team have been excellent. My taxation advisor, Lachlan, is extremely helpful and attentive and makes everything so easy. Even during the disruption caused by COVID-19 recently, he was flexible and understanding as we had to reschedule several appointments and he happily made time for me to consult with him out of hours. The whole team is delightful to deal with."
Dr Paula Matich
"Last year I became acutely unwell and found myself unable to work. Hospitalised and unwell, I struggled to navigate the landscape of what I needed to do to get back to a functional space and determine a path back to work. Walshs had looked after us for years, and I suddenly needed help to know how to access my income protection insurance. Lynn from the insurance team was amazingly helpful. I'd never considered that navigating the insurance claims process itself would add additional stress in a time of illness and uncertainty. Lynn took over the claims process on my behalf and I was able to trust her to act on my behalf. Having that peace of mind was invaluable during a challenging time and allowed me to focus my time and energy on getting back on my feet. I cannot speak highly enough for how helpful Lynn was for me and was so grateful to have her and the Walshs insurance team in my corner."
Dr A - Brisbane
“Interacting with the team at Walshs has been an invaluable experience. They have always been accessible and provided timely and correct information every step of the way in a very approachable manner. We always knew we were in safe hands. Walshs managed our finances and took us on a stress-free journey so we could focus on ourselves and our day-to-day priorities. We are extremely grateful for their support. Thanks to Walshs, we have our dream home!”
Dr Isabel Scalia
