SHEPPARTON 03 5831 9000

ALBURY (02) 6041 8244

Michael Chalmers CFP® | Oliver Ladd CFP® | Demelza Lister AFP®

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. 

"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

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.