Chalmers Private Wealth
About the company
Chalmers Private Wealth is a financial planning firm that is part of Australian Financial Planning Group (AFPG). The firm has offices in Albury, Benalla and Shepparton. Appointments can be conducted face to face, via video conference or telephone. Michael Chalmers is named as a representative of the firm. The firm provides financial planning services.
What customers say
Based on genuine customer reviews
Chalmers Private Wealth is a financial advisory practice in Shepparton, working from Railway Parade during standard weekday business hours. A client account describes a retirement outcome in which superannuation savings reached 50000 dollars, a result linked directly to the relationship with the practice.
The account frames the work as personal financial advice and superannuation guidance delivered over the long term, with the benefit expressed as a concrete figure at retirement rather than a general impression. The practice presents itself as a private wealth advisory handling superannuation and retirement planning, and the feedback recorded on the profile reflects that focus, with the outcome measured in the balance available at the end of a working life.
Reviews
Reviews are taken from publicly available sources.
By being with Chalmers Private Wealth I was able to have 50000 dollars in my Super at retirement.
Financial advisers & planners in Shepparton compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Shepparton are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Better Wealth | ★ 5,0 | 19 | No |
| 2 | Good-Life Advisory | ★ 5,0 | 17 | Yes |
| 3 | Perta Thomson Partners (PTP) - Shepparton | ★ 5,0 | 6 | No |
| 4 | Sofcorp Wealth | ★ 5,0 | 2 | No |
| 5 | Chalmers Private Wealth (this page) | ★ 4,5 | 2 | No |
