Welcome to Chalmers Private Wealth
Our principal financial planners – Michael Chalmers (CFP®), and Oliver Ladd (ADFS FP) both share a desire to work in partnership with you in planning, implementing and protecting your lifestyle and financial goals. These are the key drivers to our passion and commitment in the field of financial planning.
Chalmers Private Wealth is proud to be an FPA Professional Practice, which highlights our commitment to the highest professional and ethical standards through upholding the Financial Planning Associations Code of Professional Practice.
We are also proud to be part of the CBUS & FPA Member Referral Program.
Market Update - August 2016
The latest edition of market update can now be downloaded.
This article provides a retrospective summary of the domestic and global economies, asset classes and the Australian dollar over the last month.
A Welcome Addition to the Chalmers Private Wealth Team
Chalmers Private Wealth is pleased to introduce you to Oliver Ladd (ASFS FP), our new appointed Financial Planner, and business partner.
Before settling back to Shepparton with his family, Oliver has gained extensive experience across Melbourne and Regional Victoria working with National Australia Bank, and has an Advanced Diploma in Financial Planning. He is currently working towards becoming a Certified Financial Planner®, having completed 3 of the 5 units required.
Oliver has dedicated his professional career to helping people make smart decisions when it comes to money. He does this by gaining an understanding of what’s important to you now, and in the future, while focussing on all the areas that will enable you to achieve these important goals.
He understands that the small changes you make today will result in a significant difference at the time of your retirement, allowing you to live with greater financial freedom and peace of mind.
Oliver’s dedication and ethos complements that of Chalmers Private Wealth very well, and we look forward to a bigger and brighter future with him as part of our team.
2016 Federal Budget Summary
Treasurer Scott Morrisson has handed down his first Federal Budget - the Coalition Government's third. The winners are low and middle income earners, and small business owners. There are significant changes to superannuation that could warrant further discussion.
Please click the link below for a full summary prepared by the MLC Technical Team, part of GWM Adviser Services Limited.
Portfolio Review Reports via Email
We are making some changes to the way we deliver our Portfolio Reviews in 2016.
Due to reducing the impact on the environment, postage costs, delayed delivery speeds and print consumable costs, we will commence 2016 by emailing your Portfolio Review where you have provided us with an email address.
Our current clients who have already requested this service, have found it both convenient and manageable to view their report in this manner.
If you prefer to receive your Portfolio Review Reports via the post, please contact the office to let us know.
New Financial Serviced Guide (FSG) Version 9
A new Financial Service Guide (Version 9) is now available.
The new guide can be downloaded vai the "About Us" menu tab.
About the Financial Planning Association of Australia
The Financial Planning Association of Australia (FPA) is the peak professional body for financial planning in Australia. FPA practitioner members manage the financial affairs of more than 5 million Australians whose investments are valued at $630 billion. The FPA's professional framework holds the highest standards for financial planning regulations around the world. Click here to visit the FPA website for more information.