Internship is fast approaching so now is the ideal time to start preparing for your new situation. Trohpiq has again teamed up with Walshs to offer our fourth years a complementary meeting and a discounted retainer package.
The ideal time to get your financial affairs started is before mid-December, as it can take time to get documents and requirements organised for Salary Packaging. If it is left any later you run the risk of not getting the most out of your opportunities, some of which form part of your pay as a Public Doctor.
So, what do Walshs do?
As a quick introduction, Walshs make your financial management easy and time-efficient. They cover the full spectrum of Financial services which will be required throughout your practicing years from Intern through your training years and then through whatever pathway you follow.
They are not restricted by location with a large number of clients that are rural/regional/interstate. Walshs conduct a number of trips to regional centres on an annual basis to service their rural clients, with those unable to attend serviced via a combination of Skype and phone appointments.
In detail: Walshs specialise in managing Medical Professional’s financial needs, with advice based solely on what gets you the best outcome for your goals. We have been in business since 1991, and their primary market is Medical Professionals – the majority of their client base are doctors with most of the balance partners or friends of doctors. As a result they have a very clear understanding of the issues facing you as a doctor and your special treatment in terms of tax, benefits and products – this allows them to ensure you are getting the best possible results and minimising the risk of you running into any traps set by the ATO. They look after not only salary packaging and tax, but also budgeting, debt management, loans, superannuation, insurance, assistance with car buying, and many more areas; and are specialists not only for Junior Doctors but Doctors at all stages. As an example of their knowledge and experience, they are part of a national network of similar firms across Australia, and as a group are the exclusive providers of financial educational content to the Royal Australian College of Surgeons. They also regularly run educational sessions for other colleges and groups, including General Surgeons of Australia, RACGP and ANZCA.
Walshs Retainer package can include the following:
General financial planning including debt consolidation, budgeting, and discussions around the next few years & what’s coming up
Insurance advice & reviews
Car buying/upgrade assistance
Unlimited meetings as required
Property services including budgeting, loan structuring, pre-approval and complimentary RP Data research reports (#1 property research tool in Australia)
All for $330, payable in July 2016. Refer three friends and your fee will be waived. Take out Income Protection Insurance through us and your fee will be waived.
If you have any questions or would like to organise a complimentary Skype meeting to discuss how we will make the financial side of your life organised, fill in the form available here http://goo.gl/forms/osEyCDer1X and we’ll setup a time which suits. I am flexible with meeting times toward the end of year, but best to book in early as we take on a significant number of Junior Doctors in the New Year – don’t miss out!
– Matt Gellweiler, Walshs