Latest news, advice and insights

August 27, 2026
A Week in Cebu: Strengthening the Team Behind Your Advice
Recently, I had the opportunity to travel to Cebu, Philippines, with our Operations Manager, Lachie for the VBP Conference 2026. ...
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August 27, 2026
Why Having a Will Isn’t Enough
When people tell me they’ve “got their estate planning sorted,” the first question I usually ask is, “Great, what have...
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August 25, 2026
Is Your Home Loan Loyalty Costing You?
Australians are often encouraged to shop around for a better deal on insurance, utilities and everyday expenses but when did...
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August 25, 2026
Are You Retirement Ready? Five Questions to Ask Before You Stop Working
Retirement is one of life’s biggest milestones. After years of working, saving and planning, the opportunity to step into retirement...
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August 4, 2026
Why Supporting Local Sport Matters to Us
At Community Chapman Welsh, financial advice is about people. That’s why supporting local clubs, like Corio Soccer Club is important...
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Reviews

Carolyn Riley 14 hours ago

I have been with Ross from CCW for more than 15 years and have always been treated like a valuable client I would recommend CCW to anyone looking for a trustworthy and reliable financial adviser.

Nigel Holloway 3 days ago

Stephen has been a brilliant help. Very responsive, transparent and an all round lovely fella!

Alister Rau 5 days ago

We have been with Ross for a number of years now and with Jordan coming on board with the CCW Advisory team we feel we have access to good support and great financial advice when we need it. We feel we are given options with our finances, not just one direction of support. We are looking forward to future support and advice from the team at CCW Advisory. Keep up the good work Team CCW.

steve kabaj 6 days ago

A trusted long time personal finance partner. Highly recommend.

Rob Nelis 6 days ago

We have engaged Community Chapman Welsh to handle our financial planning needs for many years now and have found both Ross and Jordan to be very understanding of our needs, professional in their approach to providing strategies and advice specific to our needs and circumstances, and above all, they provide a comprehensive service at a very reasonable price. We can highly recommend CCW for any financial planning advice.
Rob & Bernie Nelis

Vivienne Callegari 6 days ago

CCW has been handling my superannuation for years now and I am more than happy with their services.
It has always been a real pleasure to meet with Ross Hultgren. I always feel very welcome and apart from the financial side of things I enjoy our more 'philosophical' discussions about life in general.
Highly recommend CCW.
Vivienne Callegari.

Serge Di Naccio 1 week ago

Community Chapman Welsh are a wonderful team and have been looking after my finances for many years now, I could not be happier with the service provided. Ross with his team have given me great advice over the years which has enabled me to successfully transition into early retirement.

Andrew Jenson 1 week ago

As I approached my retirement I quickly realised I had serious financial decisions and arrangements to make if I wanted a comfortable retirement. I knew of Community Chapman Walsh and had worked alongside the Managing Director (Matt Stokes) in a previous working environment which made engaging this organisation a comfortable financial (first) step. Fast forward and several years into retirement I have a sound financial plan in place and am well supported by CCW Financial Advisor (Jordan Parker) who is well versed In the Australian financial environment and the complex issues currently taking place overseas.

Adrian Talbot 1 week ago

Great people to deal with, exceptional communication and professional advice

More reviews

Latest news, advice and insights

A Week in Cebu: Strengthening the Team Behind Your Advice

Why Having a Will Isn’t Enough

Is Your Home Loan Loyalty Costing You?

Are You Retirement Ready? Five Questions to Ask Before You Stop Working

Why Supporting Local Sport Matters to Us