Our client
As a trainee doctor, Josue Alexis turned to Walshs three years ago when his thoughts turned to how best to manage his finances during his career.
The opportunity
Knowing, through colleagues who were also happy Walshs clients, that the team at Walshs were experts in looking after financial matters for doctors and other medical professionals, Josue began entrusting them with both his business and personal financial needs. As a sole trader, Josue’s taxation and BAS statements are looked after by the Accounting team while, on a personal level, the Financial Planning team suggest strategies for his long-term wealth management.
The solution
As a time-poor trainee doctor, Josue has been thrilled to find a trustworthy financial team who can ensure that not only are his financial matters managed expertly and on time, but who provide future planning advice that has proved to be spot on every time. Plus, they use language he can understand! He finds it comforting and reassuring to be working with a firm that truly understands the lifecycle of a doctor’s career and will be able to support him every step of the way.
Testimonial
“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
