Walshs

What Walshs does

Walshs is a privately held, integrated financial services firm headquartered in Brisbane, Queensland, established in 1991 by Michael Walsh and operated as a family-owned practice. It provides accounting and taxation, financial planning, mortgage broking (with access to over 50 lenders), insurance advisory, business advisory, bookkeeping, payroll, and investment services under a single multi-discipline team, supported by cloud-based infrastructure centered on its Xero Platinum Partner relationship and a structured online booking system that routes clients to specialized advisers.

The firm operates a sales-led go-to-market built on direct adviser engagement, mobile visits across regional Queensland and Northern NSW (including after-hours and weekends), and an exclusive partnership ecosystem targeting the medical profession — including education provider relationships with the Royal Australian College of Surgeons Queensland, QORA, the Australian Orthopaedic Association Queensland, and university medical societies at UQ, JCU, Griffith, and QLDMSC. A dedicated 'Wealth Health Package' anchors the firm to medical interns and doctors in training, while the Private Clients segment serves family businesses, SMEs, HNW individuals, and verticals in property/construction, technology, and professional services.

Revenue is generated through professional services fees (accounting, tax, financial planning, insurance), transaction commissions (mortgage broking), and ongoing advisory retainers, with pricing structured as quote-based engagements following complimentary initial consultations. No external funding, M&A activity, or revenue figures are publicly disclosed; the firm remains director-owned with no parent company or PE backing indicated. Headcount is stated as 11–50 employees, and the firm cites 400+ clients in private medical practice and over 30 years of continuous operation as primary scale markers.

Name

Walshs

Legal name

Walshs Financial Planning Pty Ltd

Website

https://walshs.com.au

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

11–50 employees

Short description

Walshs is a Brisbane-based, family-owned integrated financial services firm founded in 1991, providing accounting, taxation, financial planning, mortgage broking, insurance, and business advisory to medical professionals and private clients across Queensland and Northern NSW.

Ownership category

akta.pro rank

Product category

Accounting & Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Insurance Agencies and Brokerages (524210)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

• Accounting services
• Financial planning
• Mortgage broking
• Tax advisory
• Business advisory

Headquarters

HQ city

Brisbane

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Accounting and Taxation Services: Professional services revenue from providing accounting, tax return preparation, bookkeeping, payroll, and business advisory services to individuals and businesses.
2. Financial Planning Services: Advisory fees and ongoing service fees for financial planning, wealth management, superannuation, retirement planning, and investment advice.
3. Mortgage Broking: Commission revenue from mortgage broking services, providing access to over 50 lenders for home loans, investment properties, and commercial finance. Also offers asset finance and commercial lending.
4. Insurance Services: Revenue from insurance advisory services including income protection, life insurance, and asset protection products.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Walshs is an integrated financial services firm offering accounting and taxation, strategic financial planning, mortgage broking, insurance advisory, and business advisory services. The firm specializes in serving medical professionals (with a dedicated Wealth Health Package for early-career doctors) and private clients including high-net-worth individuals, families, and small to medium businesses across South East Queensland and Northern NSW. Services are delivered through direct adviser engagement from the Brisbane headquarters with mobile advisers travelling to regional areas.

Product overview

Walshs is a fully integrated financial services firm offering a comprehensive suite of services organized around three core pillars: Accounting & Taxation, Financial Planning, and Mortgage Broking. The firm operates on a platform-plus-specialized-services model, where core accounting and tax services are enhanced by specialized divisions including a Business Advisory Division offering CFO-level support, dedicated insurance services, investment management through Walshs Investment Services, and specialized medical practice management. The firm serves two primary market segments—medical professionals (through dedicated medical client services featuring their proprietary Wealth Health Package) and private clients (individuals and SMBs). Technology-enabled services include cloud-based bookkeeping, an online calculators suite, and video conferencing capabilities for remote consultations.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Taxation Services Comprehensive tax and accounting services including tax returns, tax planning, business structuring, and general accounting support for individuals and businesses.
• Financial Planning Strategic financial planning services covering wealth creation, retirement planning, investment advice, and personalized financial roadmaps for clients.
• Mortgage Broking Home loan and mortgage broking services offering access to over 50 lenders, with specialized lending policies for medical professionals including no lender mortgage insurance options.
• Insurance Services Income protection and insurance advisory services, particularly tailored for medical professionals and high-net-worth individuals.
• Wealth Health Package A specialized financial wellness package designed specifically for medical interns and doctors in training, providing bundled accounting, taxation, and financial planning services tailored to early-career medical professionals.
• Business Advisory Division CFO-level advisory services for small to medium businesses, providing strategic guidance, business management support, and growth planning.
• Bookkeeping and Payroll Services Cloud-based bookkeeping and payroll management services, with expertise in Single Touch Payroll Phase 2 compliance.
• Superannuation and Retirement Planning SMSF advisory, superannuation planning, and retirement strategy services including contribution strategies and pension planning.
• Walshs Investment Services Investment management and advisory services including portfolio management and investment strategy development.
• Medical Practice Management Specialized financial and practice management advisory for medical practices, including setup, growth planning, and operational consulting for medical professionals.

Quantifiable outcome

• Serving 400+ private practice clients
• +2 more outcomes

Named customers9 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

Eight partnerships are on record, tiered core and secondary.

• Royal Australian College of Surgeons Queensland (RACS)coreStrategic or Co-development PartnerExclusive education provider for RACS Queensland, providing financial education and resources to surgical professionals and trainees. Walshs is the pre-eminent education provider for medical professionals in Queensland through this partnership.
• Queensland Orthopaedic Registrars Association (QORA)coreStrategic or Co-development PartnerExclusive education provider for QORA, delivering specialized financial education tailored to orthopaedic registrars.
• Australian Orthopaedic Association Queensland (AOA)coreStrategic or Co-development PartnerRegional Alliance Partner with AOA Queensland Branch, providing access to specialist financial advice, education, and resources tailored to orthopaedic surgeons, trainees, and medical researchers.
• University of Queensland Medical Society (UQMS)secondaryGTM or Marketing PartnerUniversity society partnership providing financial guidance and education to medical students at UQ.
• James Cook University Medical Society (JCUMSA)secondaryGTM or Marketing PartnerUniversity society partnership providing financial guidance and education to medical students at JCU.
• Griffith University Medical Society (GUMS)secondaryGTM or Marketing PartnerUniversity society partnership providing financial guidance and education to medical students at Griffith University.
• Queensland Medical Students Association (QLDMSC)secondaryGTM or Marketing PartnerUniversity society partnership providing financial guidance and education to Queensland medical students.
• XerocoreTechnology or IntegrationXero Platinum Partner. Cloud-based accounting software platform used to manage client financial affairs. Partnership indicates high-level technical competency and integration capability.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• PKF Australia: Australian mid-tier accounting and business advisory network serving SMEs and private clients — comparable integrated advisory/wealth model to Walshs at similar regional scale.
• HLB Mann Judd: Australian mid-tier accounting and advisory network offering integrated tax, advisory and wealth services to private clients and SMEs — comparable integrated model and segment focus to Walshs.
• William Buck: Australian mid-tier accounting and advisory firm offering integrated accounting, tax, advisory and wealth services to SMEs and private clients — directly comparable integrated model to Walshs, though larger and multi-state.
• Pitcher Partners: Australian mid-tier accounting, business advisory and financial services group serving private clients, SMEs and professionals — closely comparable integrated service offering and client segments to Walshs.
• Mortgage Choice: National Australian mortgage broking franchise offering home loan and lending services across a wide lender panel — directly comparable to Walshs' mortgage broking division but operating as a national franchise rather than integrated advisory firm.

Broad incumbents

• BDO Australia: Global mid-tier accounting network with an Australian practice offering accounting, tax, advisory and wealth services — broader portfolio than Walshs but overlapping client segments and integrated service delivery.
• RSM Australia: Global mid-tier accounting and advisory network with Australian offices serving SMEs and private clients — comparable integrated advisory model at greater scale than Walshs.
• Crowe Australasia: Global accounting and advisory network with Australian operations serving private clients, professionals and SMEs — comparable integrated service delivery model to Walshs at greater scale.
• Mazars Australia: Global accounting and advisory firm with Australian presence offering tax, advisory and wealth services — overlapping client segments with Walshs but operating at a broader, multi-jurisdictional scale.

Emerging players

• Medfin Financial: Specialist Australian financial services provider focused on medical professionals, offering finance, lending and practice-related solutions — directly comparable to Walshs' medical-vertical specialisation though narrower in service scope.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks4 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/walshspractice

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Walshs