Welcome to Chalice

The chalice has often been thought of as having inherent value, even having mythical like qualities. Ultimately however, it is only an object to hold something precious. What the chalice holds and the value of those contents, are determined by the holder.

Chalice Financial Services identify with this and seek, like the vessel, to assist you, hold onto and grow your wealth. Let us help you realise your dreams and aspirations for the future. Our advice, direction and wisdom will pin-point the optimum strategies for you.

At Chalice Financial Services, our aim is for you to achieve more than just financial security. Our goal is to create the precious realisation of your dreams. With a focused commitment to our clients’ wealth programmes and investment portfolios, our clients are free to dream even bigger dreams.

We are an independently-owned firm of qualified professionals including Certified Financial Planners, Chartered Accountants and university graduates with considerable practical experience in finance, taxation, financial markets and strategic advice. Our membership of the Financial Planning Association (FPA) of Australia provides you with the confidence that our values and ethics are above reproach.

Hold on to something precious and drink from the draught of your dreams.  Let us help you turn those dreams into reality.

"Selecting a top quality professional adviser to partner with will be one of the most important financial decisions you make. Be sure to select well."Peter Jackson

Living the Dream

At Chalice, we’re all for improving your quality of life through wise financial advice. Our aim is to ensure you can be out there, living the dream! That’s why we developed our ‘living the dream’ concept. The photos below are from clients (and the Chalice Team), who are out there living their dreams.

Whether it be touring Australia, travelling through India, cruising Alaska, relaxing in Hawaii, yachting the Whitsundays or navigating New York – we help our clients set and reach their goals.

Have Chalice helped you recently? Feel free to send photos of you, living your dreams, to Chalice Information. Next time you visit, you may even see your photos here!