Chapman Welsh Financial Services in Geelong West, Victoria, Australia | Financial service

Chapman Welsh Financial Services

Locality: Geelong West, Victoria, Australia

Phone: +61 3 5222 1664

Address: 80 Pakington Street 3218 Geelong West, VIC, Australia

Website: http://www.chapmanwelsh.com.au/

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25.01.2022 Are you looking to start the process of investing your money? Look no further than these five simple steps to kick start your future savings plan. It is always important to seek financial advice before fully committing. https://www.theage.com.au//five-hacks-to-jumpstart-your-in

25.01.2022 April is the month where you can really plan for tax time. Ensuring you are across new legislation, while also reviewing your portfolio prior to June 30 are a few tips in AMPs latest insight. https://www.amp.com.au//A/now-is-the-time-for-tax-planning

25.01.2022 The festive season is over, did you rely on credit cards to get you through? If so, what is your plan to reduce the debt? Speak to your financial adviser today to discuss your options. https://www.amp.com.au//Janu/now-to-clear-the-festive-debt

24.01.2022 Interesting insights into the property market forecast for 2019, there is some silver lining within the projections, First-Home Buyers returning to the market. https://www.finder.com.au/10-big-property-market-trends-in-

24.01.2022 Setting up a dedicated emergency fund is one of the smartest moves you'll make as a homeowner!

24.01.2022 Are you beginning to look beyond your retirement? Put the steps in place to enjoy a fruitful retirement. Retirement is now becoming much longer with Australias life expectancy forever increasing. https://www.amp.com.au//Ap/planning-for-a-much-longer-life

23.01.2022 Chapman Welsh Financial Services sponsored the Barwon Health Golf Day on Friday, it was a fantastic day on the course, and great to see so many people enjoying themselves.

22.01.2022 Looking to downsize? Make sure you are doing it for the right reasons. AMPs latest insight explains key reasons couples should downsize. #FinancialPlanning #Goals https://www.amp.com.au//downsizing-should-be-a-choice-not-

22.01.2022 Recently the CWFS & Community FS Teams got together to put together a plan for 2018, we are excited for the year ahead, and we hope our clients are too. #LifestyleandFinancialGoals

21.01.2022 Are cash flow and budgeting issues for you? Have a look at AMPs latest insight on the top 10 lifestyle costs that everyday Australians are feeling at the moment. You may not be alone. https://www.amp.com.au//the-top-10-lifestyle-costs-drainin

20.01.2022 Very interesting article, Psychologist of Money Claudia Hammond discusses the mindset of people in regards to money, and how it can change from personality to personality. https://www.amp.com.au//how-to-ensure-money-does-not-ruin-

20.01.2022 AMPs latest insight explores the topic of self-employed people contributing to their nominated superannuation funds, and the benefits of doing so. https://www.amp.com.au//self-employed-there-is-still-time-

19.01.2022 Looking to begin investing for your children, why not invest WITH them? Financial literacy is a strong focus point for parents within todays modern society. https://www.theage.com.au//don-t-just-invest-for-your-chil

19.01.2022 Always a pleasure supporting the Barwon Health Charity Appeal Golf Day and raising much needed funds for the Kids Appeal Geelong.

18.01.2022 Exciting prospect coming out of the RBA with the official cash rate dropping to 1.25% (first movement in three years). https://www.abc.net.au//rba-cuts-interest-rates-t/11176306

18.01.2022 Almost a quarter of the way through 2018, are you looking to make in roads with your financial situation? AMPs latest insight looks into a couple of handy tips to help you create a better budget. https://www.amp.com.au//handy-hints-to-create-a-better-bud

18.01.2022 With April now upon us, it is a great time to take stock and set yourself up for a strong new financial year. Are you on track to achieve your financial year goals with 3 months to go? https://www.amp.com.au//get-your-new-financial-year-game-on

17.01.2022 Everyone plans to kick off a new year with bold ambitions, AMPs latest insight looks at 7 ways you could improve your bank balance in 2018. https://www.amp.com.au//7-healthy-habits-that-could-improv

17.01.2022 Paying your bills on time has never been so important... \https://www.amp.com.au//paying-bills-on-time-just-became-m

17.01.2022 We LOVE helping our clients out in times when they need us!

16.01.2022 Interesting article The Age released this week, with rates expected to rise, how are you positioned financially if this was to occur? Have you looked at alternatives for your mortgage? #2018FinancialGoals http://www.theage.com.au//how-much-your-home-loan-repaymen

16.01.2022 Why not take it a step further by setting up a monthly direct debit for your savings - you won't even notice, we promise!

15.01.2022 Community Financial Services Published by Rhys Hultgren Just now Do you have a stay-at-home parent within your current situation? Have you thought about the benefits of making regular contributions into their super? AMPs latest insight explores this topic, and outlines the benefits of doing so. https://www.amp.com.au//it-pays-to-contribute-to-your-part

15.01.2022 With Valentines Day around the corner, AMPs latest insight takes a look at how relationships control the finances within the household. Having a strong understanding of inflows and outflows is really important. https://www.amp.com.au//love-and-money-it-is-not-about-con

15.01.2022 From everyone at Chapman Welsh Financial Services we wish you all a safe and Merry Christmas along with a Happy New Year. Our office will be shut from 12pm today and re-opening 8:30am on Monday January 15th. Happy Festive Season!!

14.01.2022 We are excited to be one of the businesses to be featured in the new campaign, It's Our Backyard! It’s all about backing Geelong and encouraging our community to think local first when seeking supplies and essential services. Join us support local first! #itsourbackyardgeelong @ecodevgeelong Share this post! Another great way to support local!

13.01.2022 Our 6 tips for growing your wealth - even when you're not earning a 6 figure salary

12.01.2022 No Coffee, No Workee... Thanks to our friends Poco Café Exprés for our Monday arvo pick me ups!

11.01.2022 Our mantra this weekend - "Just because it's on sale doesn't mean you need it". Be smart this Black Friday/Cyber Monday!

10.01.2022 Attention first home buyers: unsure on your concessions? Real Estate have released an insightful article in simple terms for everyone to understand. https://www.realestate.com.au/h/first-home-owner-grant-101

10.01.2022 Are you looking for an efficient/effective savings plan for your children? Noel Whittakers latest insight discusses putting $2.83 away per day during their youth and what it may look like in 20-30 years time. http://www.theage.com.au//save-early-and-often-to-harness-

09.01.2022 Hit us with your pearls of wisdom - what's the best financial advice you've been given?

08.01.2022 So long Ring of Steele!! Melbourne we've missed you. Where's your first stop on your next visit to the big smoke? (TBH we're mostly excited for Rhys now being able to join us back in the Geelong office).

08.01.2022 Interesting insight from Domain in regards to decreasing interest rates, and the way Australians should attack their repayment process. Keep repayments at the same level, and you could potentially shave months off your mortgage. https://www.domain.com.au//australians-could-shave-40000-/

08.01.2022 How are you planning to achieve your 2018 new years resolutions? AMPs latest update provides some insight into how you can make your resolutions STICK. https://www.amp.com.au//strategies-to-make-your-resolution

08.01.2022 As part of the 2020/21 Victorian State budget the government will waive up to 50% of stamp duty on newly built or off-the-plan homes valued at up to $1 million until June 30 next year. Existing homes will be eligible for a 25% waiver.

07.01.2022 We have launched a new, fresh, & exciting way of booking appointments online! Please click on our link to book appointments with Ross, Dylan or Rhys. https://chapmanwelshfinancialservices.feedsynews.com/book-/

06.01.2022 Timely advertisement from AFG, our mortgage team provide great service and tailored advice for each individual client. https://youtu.be/zsjxPB6ITRg

05.01.2022 Ross’ passion is working with clients from ages 45-85 who are seeking answers on how to achieve a lifestyle of their choice. My clients know what they want in the future but need guidance from an adviser who will ask the right questions and then LISTEN to the answers! If you have future lifestyle questions that you’re seeking answers to, reach out to Ross via our website and organise a catch up for an initial meeting to discuss your goals.

05.01.2022 Full-Time Financial Adviser, Part-Time Author - Director Ross Hultgren put his writing skills to the test recently writing an insightful article for Insurance News. Great work Ross! https://advisornews.com//the-importance-of-a-client-review

05.01.2022 How is your current mortgage situation positioned? Are you apart of the 26% of Australians that aim to reduce their home loan in 2018? If so, speak to our Mortgage Consultant (Rhys Hultgren) on (03) 5222 1664 and he can provide an insight for you. https://www.therealestateconversation.com.au//p/1516131216

04.01.2022 Welcoming our new mate Ralph to the CWFS Family - Congrats to the proud new parents Rhys and partner Emily

04.01.2022 Did you know that some major lenders are offering significant cash back for refinancing your home loan? So what’s the catch? Contact us to arrange a catch-up with our mortgage expert Rhys who will walk you through your eligibility and help you navigate the fine print!

02.01.2022 Say it with us "My Money Mindset Matters!"

01.01.2022 https://chapmanwelshfinancialservices.feedsynews.com/rba-h/

01.01.2022 We've loved exploring some of the local accommodation options around Geelong and the Surfcoast recently. Our next 'Staycay' has got to be a weekend of R&R @lon_retreat #supportlocal

01.01.2022 Does your current mortgage begin with a THREE? If not, it might be time to save on the amount of interest you are paying. Sophie Elsworth wrote an insightful article in the Herald Sun on Sunday morning about the current mortgage climate.

01.01.2022 NAB to keep standard variable rates at 5.24% for now. #finance #education