Part of the Chalmers Private Wealth Family
"I love the close relationships I have with my clients. I've been there for weddings, children, divorces. . . I even knew a client was going to propose to his wife before anyone else did." Michael Chalmers.
Part of our family, part of your family
We view our clients as part of our family. Those relationships are fostered over time, nurtured and respected, and underpinned with integrity and honesty.
We not only help you with your financial planning needs, but we also like to help your family - the people important to you.
Often, your family is the biggest cause of financial stress over your lifetime. Why? Because when things get tough, who else do people turn to. Sometimes it is a matter of providing that assistance to a child in need, or an elderly parent needing to enter Aged Care.
Your family's financial planning is just as important as yours. If they are at risk . . . you are at risk.