Your Investor Profile

When investing it is important that you consider the level of risk you may be taking on, as well as the return you would like to achieve from an investment. Often there is a trade-off between the risk you are willing to take and the level of return you would like to achieve or would need to meet your needs and objectives. The video link below provides a good explanation to better understand this relationship.

 

Our short web-based questionnaire will assist in assessing the level of investment risk for your personal situation and is a great tool for new and existing clients. Upon completion of the web-form, you will receive a report with your results with a copy automatically emailed to us.

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.