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Chalmers Private Wealth

Chalmers Private Wealth

4.5(2 reviews)See reviews ↓·Shepparton

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.

JV
Jennifer Vila29 July 2026
AT
Arpad Tamits21 January 2022

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.

RankProviderRatingReviewsOpen Sat.
1Better Wealth★ 5,019No
2Good-Life Advisory★ 5,017Yes
3Perta Thomson Partners (PTP) - Shepparton★ 5,06No
4Sofcorp Wealth★ 5,02No
5Chalmers Private Wealth (this page)★ 4,52No
Contact
+61358319000www.cpwealth.net.au60 Railway Parade, Shepparton VIC 3630
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed