Financial Planning

Specialist medical financial planners

You work hard caring for your patients.

Our job, as specialist medical financial planners, is to make sure your money is working hard for you.

Over the past three decades, our professional, reliable and client focused team has worked with thousands of medical professionals. We have the experience and knowledge to provide you with the best financial planning advice for doctors. We can build you a roadmap for financial success that adapts to the various stages of your career.

What makes us different?

We are a fully integrated financial services firm and the advice and guidance we give to our clients is made with a holistic view to your finances in mind. You will always be able to get hold of our reliable team 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 partner most experienced and knowledgeable to assist in your particular circumstances.

Financial advice you can trust

Whether your objective is to buy a home, plan your insurance or superannuation, or grow your wealth through investments – you will receive the expertise of all our divisions every time we provide advice.

Our team of financial advisers work alongside our team of Chartered Accountants and Certified Practising Accountants to provide you with a comprehensive integrated financial plan.

As well as being members of the Financial Planning Association of Australia, all of our advisers and accountants are university degree qualified and undergo regular professional development so that you can be confident in the quality of our financial planning.

Specialised financial planning for doctors

We have worked with hundreds of doctors from their internship to consultancy and through their transition to private practice. Our professional and client focused advisers have a thorough understanding of the business structures best suited to medical professionals and the opportunities and pitfalls to avoid in financial planning for doctors.

Our reliable team are highly experienced in providing advice that includes property investment portfolios and your retirement plans and will work with you to create a clear financial road map from your internship to your eventual transition to private practice.

To make life easier for our regional clients, we regularly visit regional centres, including Cairns, Townsville, Mackay, Rockhampton and Toowoomba to meet with you in person. We also do many appointments virtually and our team regularly meets with clients outside normal business hours to work around your shifts or practice hours.

You can trust our hands-on management and advice to manage all your financial affairs seamlessly.

Walshs’ Wealth Health Package is the foundation for your financial future.

We understand your journey because, for over 30 years, we have worked with thousands of interns and doctors-in-training to help them maximise the progression of their assets and build a solid foundation for the accumulation of wealth throughout various medical specialties.

Our deep experience working with medical professionals has allowed us to develop a ‘roadmap’ which has stood the test of time and incorporates the expertise from across our departments to create a holistic view of your financial goals.

Access to specialised products for medical professionals

We work with a collection of firms around Australia to ensure we can access the best specialised products for medical professionals that allow us to deliver market leading solutions.

Insurance

Loans

Investments

  • Direct Shares
  • Property
  • Managed Funds
  • Alternate Investments

Cash Flow Management

  • Budgeting
  • Saving Plans
  • Restructuring

Our approach to financial planning

Step 1

We take the time to understand immediate needs, goals and objectives

Step 2

We discuss and implement strategies to meet your short and long term goals

Step 3

We review the strategies we have implemented regularly to ensure your financial success.

Let's connect

If you have any questions about how we can help you with financial planning for doctors, book a complimentary meeting at a time that suits you

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