Individuals

Private Wealth Management

Private wealth management and wealth protection plans

When you are focused on your career, it's easy to neglect your finances and tax affairs - but wealth management and wealth protection plans are the foundation for your financial independence.

As one of Queensland's most trusted financial services firms, we have developed a reputation for reliable and thorough services. Our professional team will ensure compliance while helping you to grow and protect your wealth. We understand the opportunities and challenges you will face throughout your life and can provide you with the best advice and management, as we have done so many times before.

Private wealth management with integrity

Whether you are acquiring assets and building your wealth, establishing a business, or planning your retirement, we can help you select the best structures and systems to ensure you are in the strongest financial position possible.

We can help you with:

  • Tax and accounting
  • Bookkeeping
  • Tax returns
  • Salary packaging
  • Budgeting and cash flow forecasting
  • Understanding your options to build wealth over time
  • Making informed property purchase decisions, including long term tax & asset structuring
  • Establishing and reviewing tax structures in adherence to current tax law
  • Managing your superannuation
  • Applying the latest superannuation rules so you know exactly what your deductible and non-deductible super contributions can be.
  • Accessing specialist and personal insurance cover
  • Reviewing and structuring loans, mortgages and debt amortisation

Specialist financial advice

Our clients benefit from our experience of working with many high net worth individuals. We can give you the best advice on finances and accounting as we deeply understand your needs and your career lifecycle.

We have drawn on this experience to develop a tried and tested roadmap to help you achieve your financial goals throughout your career. We know what opportunities and challenges you may face and our team can give you reliable advice you can trust, as we have done so many times before.

Our client focused advisers will work with your personal circumstances to construct optimal strategies for you. We tailor our advice around your needs at each stage of your life and career, including advice on salary packaging, tax, budgeting and insurance.

As a fully integrated firm, you can be assured that the advice we give you takes into account your entire financial position.

We are proud to say that many high net worth individuals trust Walshs with their private wealth management.

We know how busy you are

Walshs exists to make your life easier by providing the right advice and expert services.

We know how time-consuming it is to organise your tax returns, manage your financial affairs, organise home loans, or research where to allocate your capital. We make your life easier by seamlessly taking care of your finances.

Our stress-free approach to private wealth management extends to your meetings with us. Our client focused advisers regularly travel to regional centres throughout Queensland to make it easy to do business with us. We can accommodate your demanding schedule by coming to you or meeting virtually.

If you have any questions about how we can work with you to maximise your wealth and assets, book a complimentary meeting at a time that suits you.

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