Community Financial Services, trading as Community Chapman Welsh, is a leading financial services provider based in Geelong, Australia. With a rich history dating back to 1978, the business has evolved to offer a full suite of professional financial planning services aimed at empowering clients to achieve their financial and lifestyle goals. The experienced team at Community Chapman Welsh is dedicated to providing tailored advice, strategies, plans, and products to help clients navigate the complexities of financial planning.
Community Chapman Welsh prides itself on nurturing long-term trusted relationships with clients while delivering personalized financial solutions that meet individual needs. The merger of Chapman Welsh Financial Services and Community Financial Services in 2022 marked the beginning of a new era for the business, solidifying its commitment to offering expert financial advice and guidance. The team of financial planners, advisors, and brokers at Community Chapman Welsh are known for their clear communication and dedication to helping clients make informed decisions for a secure financial future.
Whether clients are looking to buy a house, save for their children’s education, plan for retirement, or navigate other financial milestones, Community Chapman Welsh offers a comprehensive range of services including wealth creation, protection, retirement planning, and more. By putting clients at the forefront and understanding their unique financial circumstances, the team at Community Chapman Welsh strives to make a positive impact on their lives and ensure that their financial wellbeing is always a top priority.