Professional financial services, Geelong

Community Chapman Welsh provides exceptional financial services in Geelong to empower, enrich and improve your financial future. Our experienced team is passionate about helping clients to realise their goals.

We work in partnership with our clients, helping them to turn their financial and lifestyle dreams into reality with our strategic advice and services.

Be proactive. Let our financial advisors help you plan for a prosperous future.

It takes care and expertise to create a strong financial foundation. Wealth creation and protection are key building blocks and we’re happy to roll up our sleeves and help you get the most out of your assets.

Our qualified financial advisors, financial planners and mortgage brokers know that accessing the right information is a key to making good decisions. So turn to our team. We’ll put you front and centre, and work hard to get an in-depth understanding of your financial circumstances, needs and goals. And then we’ll provide you with expert tailored advice so you can make informed decisions with confidence.

Whether you want to buy a house, save for your child’s education, have a parent entering aged care, are applying for an ages pension, make the most of a redundancy package or build a share portfolio for retirement, we have the financial advice and strategies to get you to your goals. So use our knowledge and experience to improve your life and the future of your loved ones.

We offer a full suite of financial services including personal or life insurance, debt management services and superannuation advice to retirement planning services, investment advice, home loans and business budgeting. We’re also your trusted team for financial coaching, aged care and Centrelink assistance. And we won’t let you down.

Please don’t hesitate to contact us at Community Chapman Welsh for more information. We look forward to hearing from you.

Meet our team
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