“For the last 10 years that I have been at Walshs, Simon and his team have been instrumental in building my investment portfolio. They are very knowledgeable in all financial matters and have always provided expert advice. Their professional input in my finance management have helped me to build my portfolio using a creative combination of strategies. Of importance to me is that, from the start, Simon ensured that he was clear on my financial goals and tailored my short, medium and long-term plans accordingly. He has regularly adjusted my plans, as my priorities have changed over the years. I like that he does all the ground work and comes to meetings with options and simplifies them so that I can understand and make informed decisions. I would recommend them to anyone, regardless of their financial literacy.”
“I have been with Walsh’s for over 5years now. Simon and Stewart have supported and helped me navigate the world of finance with great skill and dedication. I can not recommend them highly enough!”
“Walshs has managed both my business and personal finances for over 20 years and has consistently provided sound and constructive advice. From practical support to strategic business advice, Walshs has helped me grow my business from a small start up to a thriving company. Their wholistic approach and deep engagement with my financial concerns has led to a loyal, trusting and mutually supportive business partnership that will continue for many years.”
Ben Steel, Envisage Technology
“Walshs has always provided the utmost care and attention, alongside sound, professional advice to our most valued clients. Our complete trust in their ability and knowledge is founded on many years of impeccable service.”
Zac Herps, Hillhouse Legal Partners
“Having a good accountant who really understands our businesses has helped to lower our costs and our stress levels. We have more time to focus on what we do best and, because we are in safe and trustworthy hands, we feel we can take more risks.”
Lachlan Walker, Timber Tots Child Care
“The difference I find with Walshs is that they take the time to understand our businesses, the industries we work in and our future plans. Because of that genuine knowledge and understanding, I find they can provide trustworthy, customised and strategic advice and a thorough financial service.”
John Langford-Ely, CEO, Marquee Developments
“I have been very grateful for Walshs’ help and strategic assistance during the disruption caused by COVID-19 recently. Their nimble response and ability to quickly provide relevant and up to date advice and practical, hands on service during changeable and difficult times has been invaluable.”
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All advice on this site is general in nature and does not take into account your personal circumstances. Please do not hesitate to contact one of our adviser accountants or financial planning advisers if you have a query that is specific to your circumstances.
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