Our Stories

The Small Business Experts

The Small Business Experts

Need a Gold Coast Accountant Who Can Help Your Business Stop Paying Unnecessary Tax, Increase your Cashflow and Improve your Business Structures? Tax, Books, Business Strategy & Weath Management We Work with You to Put it All Together: More Cash, More Wealth, More Lifestyle. We can help… Our clients are business owners and Directors of Gold Coast companies ranging between 10 and 50...

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Sam & Todd Strike Out On Their Own

Sam & Todd Strike Out On Their Own

Sam and Todd left the safety of employment to start their own brokerage firm on the Gold Coast. “Sam and I open for business next week. We’ve worked together for 5 years at a leading banking and finance company and have spotted an opportunity to strike out on our own. Joe Walsh & Associates have helped us structure our company and personal assets and will be handling all our...

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Ted & Carol’s Retirement Party

Ted & Carol’s Retirement Party

Ted & Carol, now in their 50′s sold their childcare business. “Ever since we got the business up and running we knew that one day it would pay for our retirement. Since the children went to university life has changed; my wife and I knew we wanted to spend more time travelling than running the business allowed, so we wanted to increase our leisure time. We had spent a few years...

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Steve’s Fast Business Growth

Steve’s Fast Business Growth

Steve started 7 years ago on his own; now with 50 employees he’s receiving takeover offers, and looking for direction. “I started my business 7 years ago with just me, a mobile phone and a truck; now we have 50 employees across 3 states and are receiving takeover offers. The Joe Walsh & Associates team has been with us throughout; helping me structure the group, helping us to...

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Paul’s Extra $50K A Year

Paul’s Extra $50K A Year

At 35, Paul’s promotion meant more disposable income, he wanted to invest not spend. “With an extra $50,000 in taxable income, The Joe Walsh & Associates Group made the arrangements to invest half in tax deferred products or investments and half into a margin lending share portfolio which means I have increased my assets by $50,000, tax free.”

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Walter’s Exposed Assets

Walter’s Exposed Assets

Walter enjoys the fact that nothing in his day to day business trading can affect his family’s personal assets. Walter’s building business and contracts left his personal assets exposed. Over the last 20 years Walter has built his personal and family wealth to over $4 million in real estate and investments. To minimise exposure, he appointed Joe Walsh & Associates to separate...

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