Welcome to Chalmers Private Wealth
Our principal financial planners – Michael Chalmers (CFP®), and Oliver Ladd (CFP®) both share a desire to work in partnership with you in planning, implementing and protecting your lifestyle and financial goals. These are the key drivers to our passion and commitment in the field of financial planning.
Chalmers Private Wealth is proud to be an FPA Professional Practice, which highlights our commitment to the highest professional and ethical standards through upholding the Financial Planning Association's Code of Professional Practice.
Michael Chalmers CFP®
Oliver Ladd CFP®
We are also proud to be part of the CBUS & FPA Member Referral Program.
About the Financial Planning Association of Australia
The Financial Planning Association of Australia (FPA) is the peak professional body for financial planning in Australia. FPA practitioner members manage the financial affairs of more than 5 million Australians whose investments are valued at $630 billion. The FPA's professional framework holds the highest standards for financial planning regulations around the world. Click here to visit the FPA website for more information.
News & Updates
Big House . . . Bigger Debt
Buying the “dream home,” with a large loan that never seems to get paid down, illustrates a cyclical problem with 18-39 year olds that stops them from getting ahead. Michael Chalmers, of Chalmers Private Wealth looks at why this is a problem, and what the solutions could be.
We were featured in the July Issues of the FPA Magazine!
Our business was featured on the cover of the July issue of the national Financial Planning Magazine!
The Financial Planning Association asked to interview Michael about our financial planning business and the particular way we go about things in a regional setting. The article re-enforces our mantra of empowering our clients with knowledge and understanding, as well as the importance of building a community based team to service our clients' needs and being an FPA Professional Practice.
Click the link below (or the picture) and read from page 16 onwards.