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