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 advi
09/09/2026
A big congratulations to Dylan, who officially graduated with his Graduate Diploma of Financial Planning last night! 🎓
This is a fantastic achievement, and a well-deserved recognition of the hard work and commitment Dylan has put into continuing his professional development.
We’re incredibly proud of Dylan and all he has achieved as a valued member of the CCW team. Congratulations, Dylan! 👏🏻👏🏻
07/09/2026
Great advice starts with taking the time to truly understand what matters to you.
We’re delighted to hear Tom felt supported by Dylan while navigating his personal insurance options and that the outcome was suited to his individual needs.
Thank you for trusting the Community Chapman Welsh team, Tom!
04/09/2026
The warmer weather has arrived, making it the perfect time for a little spring cleaning and your finances deserve a refresh too! ☀️🌼
A few simple checks now could help you feel more organised and confident heading into the end of the year.
How many can you tick off the list? ✅
02/09/2026
Financial advice isn’t only about building wealth, it’s about having the confidence to enjoy it.
For Steve, good advice means helping clients feel secure in their position, clear about their choices and comfortable using what they’ve built to live the life they want.
Because although the numbers matter, but so does the life behind them.
31/08/2026
The biggest home loan mistakes often start with believing the wrong advice.
There's plenty of misinformation out there, and what worked for someone else may not be the right approach for you.
In this week's Myth Mondays, Rhys busts three common home loan myths to help you make more confident financial decisions.
Ready to talk through your own situation? Book a free 15-minute chat with Rhys and get advice tailored to your goals.
28/08/2026
📺 Community Question
What’s one TV show you’d recommend to everyone?
Whether it’s an old favourite, a new release or your latest binge-watch, share it below, we’re always looking for something new to add to the list! 👇
Jordy and Lachie recently spent a week in Cebu, Philippines, attending the VBP Conference 2026 and catching up with our wonderful adviser support team 🇵🇭
Although we work closely together throughout the year, nothing replaces the opportunity to connect face-to-face, share ideas and get to know the people behind the roles.
It was a memorable week that strengthened the relationships behind the advice and support we provide to our clients every day.
Take a look at some of the highlights, and read more about their trip here: https://www.ccwadvisory.com.au/2026/08/a-week-in-cebu-strengthening-the-team-behind-your-advice
27/08/2026
There’s nothing better than hearing that our clients feel informed, supported and confident throughout their journey. 💛
Thinking about refinancing or reviewing your home loan? Our team is here to help.
Whatever stage of life you’re in, the right advice can help you move forward with confidence.
From buying a home and building your financial future to protecting what matters and navigating aged care, our team is here to guide you through the decisions, big and small.
One team. Every stage. Advice built around you.
Book an appointment with one of our advisors today.
21/08/2026
"I already have life insurance."
That's great.
The question isn't whether you have cover. It's whether your cover still reflects the life you're living today.
A promotion. A bigger mortgage. A growing family. Higher income. These milestones are worth celebrating, but they're also a reason to review your insurance.
You don't always need a new policy.
Sometimes you just need the right advice.
If it's been a while since you looked at your cover, book an appointment with Dylan, and make sure it's still working for you.
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