We are a boutique financial planning business. We offer an ongoing partnership with you to find the right pathway to achieve your lifestyle goals.

We are proud to be designated as 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.

We have offices located in Albury and Shepparton, servicing those areas and the greater surrounds, with clients also situated in Melbourne, Geelong and interstate.

Appointments are available primarily via Video Conference and Telephone with current Covid-19 quarantines in place, with face to face appointments available in limited circumstances.

Albury Office

02 6067 2060

 

Suite 5, 592 Dean Street

Albury NSW 2640

PO Box 1025, Albury NSW 2640

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03 5831 9000

60 Railway Parade

Shepparton VIC 3630

PO Box 1357 Shepparton VIC 3630

 

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                   Shepparton Office

Chalmers Private Wealth Pty Ltd ACN 145 241 210 ATF CPW Unit Trust ABN 36 606 871 308

Authorised Representative of GWM Adviser Services Limited, ACN 002 071 749

An Australian Financial Services Licensee Registered office at 105 - 153 Miller Street North Sydney NSW 2060

Most of our beautiful photos are of the Goulburn Valley region,  taken by locals.