Chalk Capital Pty Ltd

Chalk Capital Pty Ltd is a privately owned and locally owned financial advice and wealth management firm based in the Mills Street Chambers, Toowoomba. Established in 1988, its origins trace back to that year when its Toowoomba-based team first established a local advisory practice within the Morgans network. In July 2026, the team stepped away from the Morgans brand and launched Chalk Capital. The firm evolved from its foundations in stockbroking to become a comprehensive financial advice and wealth management firm, servicing clients across Darling Downs and beyond.

It provides expert guidance on wealth management and strategic financial advice, including advice for individuals and families with complex, multi-layered wealth. The team includes Personal Wealth Advisers Boh Burima, Philip Saal, Ryan Myler, Tom Glasheen and Alex Clunies-Ross. Kymberlee Naumann is Office Manager & Personal Wealth Strategist, while Connor Ewing and Renee Hamilton are Personal Wealth Strategists. Janene Luck, Tiana Amos, Melanie Foreman and Zoe Wessling are Client Wealth Liaisons, and Sahri Clark is Receptionist.

Toowoomba clients of Chalk Capital Pty Ltd consistently describe long-standing relationships built on sound financial guidance, with several reviewers noting associations spanning a decade or more. The firm's advisers, particularly Boh Burima and Ryan, are repeatedly named for their professionalism, accessibility and clear communication, with clients appreciating that questions are answered promptly and that advice is tailored to individual circumstances. Reviewers frequently highlight work across superannuation, self-managed super funds and investment strategies, noting that the team keeps them within the bounds of their agreed investment approach and provides regular clarity on performance.

The personalised nature of the service comes up often, with clients describing a strong working partnership in which their financial future is treated as the priority, and estate planning is discussed alongside financial planning. Honest and informed advice is a recurring theme, as is the reliability of the team and their willingness to travel to meet clients rather than requiring a long commute. Clients also mention the friendly and professional manner of staff, their availability for discussions, and the level of personal care extended over many years of engagement.