Chalice Financial Services


Make wise decisions. Make your happy future.


Your financial situation is about more than money. It represents a lifetime of hard work and careful choices. It builds security for you and your family. It helps shape your future.

Chalice Financial Services offers you the experience and expert advice to make the most of your finances. From investment and insurance to superannuation and retirement, we can help you plan the future you want with confidence.

Make your finances work for you.
Make your best decisions.
Make your happy future.




Level 1, 43 Cedric Street, Stirling,
Western Australia 6021


PO Box 467, Karrinyup,
Western Australia 6921

08 9271 9777



The best things in life are free
of ties.

Chalice Financial Services are a privately-owned, non-institutional licensee. This means we are not owned by a bank, financial institution or insurer, so your interests always come first.


Take control with confidence.

Planning your financial future is a complex business and it’s often hard to know if you’re making the right decisions. We can help you cut through the jargon and manage your finances on your own terms.



Let us handle the details.

We take the micro-management out of planning your financial future. Make all the important decisions and leave the work to us – we’ll keep you informed every step of the way.


Plan for peace of mind.

Give yourself the freedom to enjoy your wealth the way you want to, with the right insurance protection for you and your family. 


An investment in knowledge always pays the best interest.
— Benjamin Franklin