"The first step towards getting somewhere is to decide that you are not going to stay where you are." Chauncey Depew

We are here for you

Financial planning, for us, is not just about the destination . . . it is also about the journey. We will be there every step of the way, ensuring your path is clear. 

 

Our process begins with getting to know you, defining your goals and life vision, evaluating your opportunities, and taking action. 

How we do it

Discover

We take the time to learn about you, your goals, and the vision you have for your future.

 

We gather data and together, we define your goals and prioritise your needs. 

Evaluate & Plan

We evaluate and assess your current situation, and look at available options and alternatives to best meet your goals.

 

We present you with your Plan, which will clearly outline our recommended strategies, as well as the alternatives we assessed.

Take Action

Once you understand and are comfortable with the Plan we take action to implement our recommendations.

 

We will keep you informed along the way, and make the implementation process as smooth as possible.

 

 

Review

To ensure you are still on track to meet your goals, or to make adjustments should your goals or circumstances change, we will review your Plan.

 

We are in it for the long term, and nothing is more satisfying for us than to see our financial plans enable the fruition of your lifestyle goals.

Initial advice costs

Your Discovery appointments with Chalmers Private Wealth are free of charge.

Prior to putting together your formal advice, we will provide you with a detailed quote based on the agreed advice areas.

Ongoing advice costs

We have flexible ongoing service programmes that offer a tailored approach to cater for your ongoing needs, the complexity of your financial planning strategies and structures you have in place. 

 

Our transparent fee for service arrangements, provide you with a clear understanding of what we will deliver, the costs and payment options available. These will be clearly communicated to you as part of your Financial Planning document and your annual Financial Disclosure Statement.

 

To find out more about our Ongoing Service Programme, click the button.