Our specialised lending team can help you structure your home and investment loan debts to maximise your long-term tax outcomes and financial planning strategies.
Lending arrangements will have tax and financial planning implications that should be considered when selecting the structure and type of loan.
Our loan advisers are tax and financial planning accredited and work closely with colleagues across the Walshs team to consider your finances as a whole. This means you receive lending advice that considers all the key aspects of your current and future circumstances.
In many instances, we see lending professionals fail to consider taxation consequences and focus too heavily on the interest rate when selecting lending products. Our vast knowledge of tax, accounting and financial planning means you can avoid these long-term mistakes when you work with us.
We settled the house today and could not be happier. Just wanted to say a massive thank you for all your advice, assistance and hard work. Sorry again for our naïveté and thank you so much for such amazing and efficient work to make it all happen.
I came to Walsh's upon my partner and I deciding we wanted to buy our first home. The lending team and everyone I dealt with were very professional and made the stressful time of buying a house a lot easier. We ended up with an amazing loan and great advice throughout the whole process. Peter, Donna, Sarah and Marissa were all great and we could not have got the loan we wanted without them. We will definitely be using Walsh's again in the future and would recommend their services to anyone.
The team at Walshs have been amazing! Very professional, responsive and personal in their approach to managing our finances. Recently Walshs helped us purchase our first home and they made the process so easy. They helped us with our loan application, finding a good buyers agent and organising legals. Great service and great value for money. Thanks Walshs!
I’ve been with Walshs for the past eight years and everyone on the team is helpful, efficient and friendly. Very good at getting things done and sorted without issue very quickly.
Dr Nick Sowden
Walshs helped us with our mortgage and financial planning needs. Peter and his team were friendly, professional and well-versed in making an often complex process feel smooth. The considered approach to the advice we received was clearly focused on helping us achieve our goals. With the speed at which the property market is moving right now, we would have struggled to get through this alone in the timeframes that we had, so thank you again to Walshs for getting us into our new house with an exceptionally competitive mortgage.
We know you are busy
If you have any questions about how we can help you with accounting or taxation advice, please book a complimentary meeting at a time that suits you.
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.
ABN 11 248 978 295 Walshs Financial Planning Pty Ltd AFSL 432636 ABN 82 122 293 912 Corporate Authorised Representative No. 463774 of Walshs Finance Australian Credit Licence 459119