Our client

When Dr Kristel Kemmerling moved from Rockhampton to the Gold Coast she needed some experts to help her set up her new life. From a new house to a new practice, Dr Kemmerling was on the lookout for someone who could take a fresh look at her finances and help her get her new life off to a flying start.

Background

When Dr Kemmerling asked around her colleagues for recommendations of an accounting and financial planning firm to turn to, they almost unanimously recommended that she contact Walshs. As experts in the medical industry, Walshs’ in-depth understanding of medical professionals and their needs means that they have helped hundreds of Queensland’s doctors throughout their careers.

The result

After the glowing reviews she had received, Dr Kemmerling was not disappointed. Following an initial meeting, Walshs took a comprehensive overview of her needs, including both her financial planning goals and accounting and taxation requirements, before jumping into action. Before long, Dr Kemmerling had a competitive mortgage finalised for her dream house on the Gold Coast, her insurances were all up to date and her transition into a new practice was underway.

Moving forward, Walshs continues to look after the accounting requirements for her new practice and provides strategic advice as to her ongoing personal wealth management.

Testimonial

“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  

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