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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.

For over 30 years we have worked with thousands of interns and doctors-in-training to help them maximise their income and build a solid foundation for the accumulation of wealth across their professional lives.

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 their career lifecycle. We understand your journey because, for over 30 years, we have helped thousands of doctors progress financially as their career takes off.

As a junior doctor there is so much to consider – so you probably have many questions!

Buying a home…

Should I buy a home to live in first or should I invest instead?
What happens if I have to move a lot in my early professional years as a locum or itinerant doctor?
What kind of house should I buy and how much should I spend?
How should I structure my loan for the best tax outcomes?
What specific home loans exist for medicos?

Tax returns…

How much can I claim for personal and professional expenses?
What are considered deductible expenses for locum or itinerant work?
What can I claim for my university expenses and home expenses associated with my study?
Should I be paying off my HECS debt sooner?
Can I claim a tax deduction for starting a new training program?
How should I structure my affairs now for the future?

Investments…

How much do I need to start an investment portfolio and should I invest in shares or managed funds?
Should I manage the portfolio by myself?
What happens if the market changes? Should I change my investment style or consider extra contributions?

Superannuation…

As a junior doctor what should I be thinking about to prepare for my retirement?
What strategies can I implement now to maximise my superannuation?
What schemes are there to help me and how do I access them?

We have the answers!

Our guidance and strategies are proven to help junior doctors manage and accumulate wealth and the progression of their assets over time.

Our tailored plan for you will allow flexibility and access to your money while you productively allocate capital to build your:

  • Investment portfolio
  • Property portfolio
  • Superannuation and
  • Cash holdings

You will also receive tax advice from a medical specific accountant who understands the medical profession’s lifecycle and the journey you are on – from doctor in training, to specialist and, eventually, if you wish, into private practice.

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 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.

So, we’ve developed the Walshs Wealth Health Package to help you during these early days of your career.

What’s included in the Wealth Health package each year?

Your tax return completed and lodged by a medical accounting specialist

PLUS you have access to your Walshs financial advisor for: Personalised salary packaging management

Access to premium lending packages specifically available to clients of Walshs

PLUS your annual financial planning health check* discussion typically includes:

Managing your budget and cash flow

Maximising your superannuation

A personalised insurance review

Asset progression advice

Invitations to exclusive free events and workshops

Access to online resource centre

Wealth Health Annual Fee

As one of our valued Wealth Health clients, you receive this package from only $390** and is tax deductible.

Interested in this exclusive offer for interns and doctors in training? Complete the details below and a member of our Health Wealth team will be in contact with you shortly.

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* The annual financial planning health check meeting is general in nature only and contains no personal advice.
** Inclusive of GST for an individual on a basic income tax return including salary packaging and is 100% tax deductible. More complex tax returns involving shares and investment properties will be individually quoted. Invites to events and promotions are exclusive to Walshs clients. Other terms and conditions may apply and price may change from time of publication to time of invoice. Your advisor will confirm fees at your initial free consultation. All Financial Advice services will be provided by Walshs Financial Planning or its representatives.

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