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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Community Chapman Welsh

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Community Chapman Welsh

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A proud history of service and care Our financial planners, advisor and brokers are clear communicators. We are here to help.

Our long history of service and care dates back to 1978 when Chapman Welsh Insurances was first established by Frank Welsh and Ray Chapman. Ross Hultgren joined the business some 10 years later, eventually purchasing the financial planning arm from Frank in 2002 and branching out into Chapman Welsh Financial Services. After a hiatus which included many travels, Frank returned to the financial advice industry in 2012 and launched Community Financial Services. Community Financial Services and Chapman Welsh share a common goal of nurturing long term trusted relationships whilst providing tailored advice to help their clients navigate the many stages of life. And because of this key alignment and connection, the decision was made to bring both businesses together from 2023 and start a new exciting era as Community Chapman Welsh. We’re committed to ensuring all clients clearly understand their financial situation and options. And we’re proud our services are helping them to make quality decisions as they navigate a path to a happier, healthier financial future. We work with them to grow, protect and manage their wealth and provide peace of mind that their financial wellbeing is always centre stage. Community Chapman Welsh formed after the 2022 merger of respected businesses Chapman Welsh Financial Services and Community Financial Services. Our core services include:

- Pre-retirement and retirement planning
- Managing debt
- Investment planning
- Wealth creation
- Superannuation including self-managed super funds
- Personal insurance planning

If you would like to talk to an experienced financial planner about your financial future, please contact us today. COMMUNITY FINANCIAL SERVICEC PTY LTD ABN 39 814 682 399 trading as Community Chapman Welsh Formerly known as Chapman Welsh Financial Services are Authorised Representatives of AMP Financial Planning Pty Limited
Any advice contained in this email is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters.

03/11/2026

RBA Cash Rate Update 📢

The Reserve Bank of Australia has announced a 0.25% increase to the official cash rate, bringing it to 4.85%.

For mortgage holders, this could mean higher repayments, while those looking to enter the property market may see changes to their borrowing capacity.

With interest rates continuing to shift, now is a good time to review your home loan and ensure it’s still working for you.

If you’re unsure how these changes may affect your circumstances, our team is here to help.

📞 Get in touch with CCW to discuss your options.

02/11/2026

Good advice starts with getting to know you. What matters to you, what you’re working towards, and what you want life to look like along the way.

At CCW, we take the time to listen, help you make sense of your options, and build a plan that fits your life.

A team that cares, every step of the way. 💛

31/10/2026

Your goals don’t have to look like anyone else’s. 💭

A first home, more time with family, a trip you’ve been dreaming about or a comfortable retirement what matters is what it means to you.

At Community Chapman Welsh, we take the time to understand what you’re working towards, so we can build your financial plan around it.

What’s one goal you’re excited to work towards? ✨

30/10/2026

Getting to know our clients is one of the most rewarding parts of what we do. 💙

Supporting Sandy over many years has given Matt and Jordan the opportunity to build a lasting relationship and help her navigate retirement with her personal goals at the centre.

Thank you, Sandy, for your thoughtful review and continued trust in CCW. ⭐

29/10/2026

Progress looks different for everyone.

It might be building a savings buffer, paying a little extra off the mortgage or finally having that conversation about retirement.

Some milestones are big. Others happen quietly, through everyday decisions that bring you closer to your goals.

At CCW, we help you understand where you’re heading and plan the steps along the way.

Advice built around living.

27/10/2026

A quick reminder that our office will be closed on Tuesday 3 November for the Melbourne Cup public holiday. 🐎

We’ll be back on Wednesday 4 November and will respond to any enquiries when we return.

Enjoy the public holiday!

27/10/2026

Same office, different personalities 👀

This week, get to know David, Tracey, Lachie and Callum a little better, from their morning alarms to what fills their camera rolls and what’s on the menu when they’re in charge.

We’ve also learnt that if you mention a holiday to David or Tracey, you might want to clear your afternoon… ✈️😂

Swipe through and tell us: who do you have the most in common with?

25/10/2026

Some of you may not know that our very own Marketing Manager, Erika, is also Secretary at Corio Soccer Club! ⚽️

On Saturday evening, Erika had the privilege of representing CCW at the club’s annual Presentation Night and celebrating this year’s Community Chapman Welsh Role Model of the Year Award recipient, Boban Lazovic.

Proudly sponsored by CCW, this award recognises a club member who has made a meaningful impact on developing players through their example, encouragement and contribution to the club.

Congratulations, Boban, and thank you for the positive influence you have on those around you. 👏

We’re proud to support Corio Soccer Club and the people helping the next generation thrive, both on and off the pitch.

23/10/2026

Good advice should leave you feeling comfortable asking questions and clear about the next steps. 💙

It’s lovely to hear that, five years on, Scott continues to value the support of Ross and Jordan as he plans for retirement.

Thank you for your kind words and ongoing trust in our team, Scott. ⭐

21/10/2026

We plan to earn, grow, and enjoy our wealth in retirement.

But what if life takes an unexpected turn-illness, injury, or worse?
Without income protection or life insurance, your family may be forced to draw down your hard-earned assets just to get by. Risk insurance helps protect your income, your legacy, and your loved ones.

Address

80 Pakington Street
Geelong West, VIC
3218

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+61383539439

Website

http://www.ccwadvisory.com.au/

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