ABOUT WALSHS

Providing expert financial advice to individuals & businesses for over 30 years.

Grow, protect and manage your wealth

Walshs Practice was established in 1991 and has grown to become one of South East Queensland's leading accounting and financial planning firms.
As a fully integrated financial services firm the advice and guidance we give to our clients is always made with a holistic view to your finances in mind.

Our Mission Statement

Our purpose is to guide and inspire our clients to financial success, through the management, protection, and growth of their wealth.

Our Values

Our team is:

Client focused

Reliable

Honest

Professional

Supportive

Team players

Private Wealth Management

We have developed a reputation as a team of chartered accountants and financial advisers you can trust. For over 30 years, we have managed the financial affairs of many small to medium businesses and high net worth individuals.

As a medium-sized family business ourselves, we understand the opportunities and challenges you or your business may encounter.

Our professional and client focused accountants and financial advisors work with individuals and small to medium businesses to build an integrated financial plan that considers every aspect of your financial wellbeing.

Whether, on an individual level, your objective is to complete a tax return, buy a home, grow your wealth or grow your business – you will receive the expertise of all our divisions every time we provide advice.

We work with small to medium and family businesses to support you every step of the way through growth, ensuring your structures are set up optimally to support expansion and guiding you through the challenges that often face businesses.

We can act as your business’s CFO, giving you the opportunity to lean on our team’s experience for support and guidance.

Some of the services we can help with include:

  • Tax and accounting services
  • Business structuring
  • Wealth creation advice
  • Business services
  • Superannuation and retirement planning
  • Finance
  • Insurance
  • Estate planning

A family business you can trust

We are still a family business with family values.

We were founded in 1991 by Michael Walsh who is still the CEO today and we remain owned and operated by our partners. As a medium-sized firm that started small, we’ve been where you are. We truly understand what it's like to run your own business.

Making life easier for you

As a fully integrated financial services firm, you will have access to specialists in all areas of accounting, business services, taxation and financial planning. Whether you are applying for a loan, changing your insurance, signing off your annual tax return and more, we work seamlessly with our internal departments to ensure a wholistic approach to your finances.

Our goal is to ensure that reaching your financial goals is easy and stress-free for you.

We also ensure it is easy for you to talk to us. Our advisers regularly travel to meet with clients located in regional areas throughout Queensland and Northern NSW and it is normal practice for us to meet with our clients at their premises or online, outside of normal business hours and on the weekend to fit around your schedule.

You will always be able to get hold of us 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.

Giving back your time

Managing your financial affairs can be time consuming.

We understand that you want to ensure you are making the best possible decisions for your financial future – but you may not have either the knowledge or the time to put the necessary research into working out where you should allocate your capital, which home loan to apply for or how to fill out your annual tax returns to get the best result.

Your time is valuable. By outsourcing your accounting, taxation and financial planning to our professional team, you allow us to take the legwork out of your finances for you, giving you the confidence to make great financial decisions and giving you back your time to focus on your career, your patients, and enjoying your personal life.

Our Technology

As a modern firm we regularly revaluate our technology to ensure we are using the best and most innovative products to communicate with our clients and manage their financial affairs.

What our private clients say

Want to know more?

If you have any questions about how we can help you, book a complimentary meeting at a time that suits you.

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