"Planning is bringing the future into the present so that you can do something about it now." Alan Lakein.

 

Our Philosophy

People Philosophy

"Making things easy to understand is our strength." 

 

We work with you, educate you and help you better understand how to make the right financial decisions to achieve your lifestyle goals.

By explaining things in simple English, we empower your decision-making process.

 

Wealth Creation Philosophy

A healthy financial life can help you have a happy personal life. We do this by providing you with options and removing financial stress. Our aim is to make sure that your money is working for you. The harder your money works . . . the less you have to! 

Wealth Protection Philosophy

Life is full of surprises.  We look at ways to minimise and protect you from the financial impacts of a negative surprise to help you keep together what you have put together.  

Wealth Preservation Philosophy

Often, investors focus on the potential returns, with little thought given to the downside risks.

At Chalmers Private Wealth, we focus on both returns and risk, leveraging from the expertise of our Research Partners - MorningStar Direct, Lonsec and ThreeSixty Research.

We balance the risk and returns of your portfolio to match your individual comfort levels.

"We don't rely on gut feeling, we rely on facts."

Albury Office

02 6041 8244

 

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.