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. 

Our Commitment

We are here to travel the path with you, celebrating your achievements, and helping you through the challenges. . . 

Our Service Programmes

We have a range of service programmes designed to meet your financial planning needs now and in the future. 

 

Our programmes range from basic "as-needed" maintenance type programmes, through to more comprehensive priority services for more complex and high-level partnerships. Our programme options are flexible in that you can change your level of service to adapt to your changing requirements and needs.

 

Where services outside your Service Programmes are requested, we will provide you with a clear quotation of the additional costs prior to proceeding. 

For clients wanting priority access to their CPW Team with medium to high level strategies and structures.

For clients wanting  access to their CPW Team with low to medium complexity strategies as well as an annual strategic review and coaching meeting.

For clients who want access to help when they need it, with the comfort of knowing we have their details on file, ready to assist.

Access to the CPW MyWealth Portal, available to any member of the public, or clients on one of our Maintenace Programmes.