Cameron Walshe offers an extensive range of financial services designed to deliver clients peace of mind when it comes to their financial affairs. Our financial planning and investment advice recommendations are not restrictive as we have a broad range of financial product manufacturers on our Approved Product List.

Retirement should be a time to reward yourself for the many years of hard work. Whether you are approaching retirement or have already retired your Cameron Walshe financial planner can guide you towards an effective solution for your particular needs.

The concept is quite simple but many employers and employees are not sure of the value it offers them. Instead of receiving the whole remuneration package as Gross taxable income on which normal PAYG tax is payable, the employee may elect to take part of their remuneration in some other form, typically the payment of additional amounts into superannuation. Salary packaging is not just restricted to superannuation and many other benefits exist where no PAYG tax is payable.

Cameron Walshe utilises several proprietary master trusts/funds which allow investors to pool their funds with others gaining access to investments that are normally only available to institutional investors.

Wrap accounts are a comprehensive investment service, which have an all-in-one approach offering control and flexibility over a range of investments. Cameron Walshe has an Approved Product List that provides plenty of flexibility within this complex area.

Investments in direct shares can be an important part of an existing investment or new portfolio. Many people have accumulated a share portfolio via different means such as an inheritance, received for being part of an existing entity (demutualisation of AMP as an example) or purchased as part of a initial float (such as Telstra). Cameron Walshe advisers can provide advice on direct share portfolios or introduce you to an approved share broker with whom they have a strategic alliance.