Community Chapman Welsh
About the company
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Rhys & Lisa are both the best! Constantly updating us with our Refinancing, saves us money each month & over the long term, would highly recommend this company, they listen to what you want & get it.
It has been a month and this has given me time to assess my choice of using CCW. I could not be happier firstly with the advice, then the step-by-step process and friendly assistance to ultimately get the best result for me and my family. They not only saved me substantially money by my refinancing of my home and investment loans and quicker repayment scheme but their retirement planning advice and process has given me a more confident and relaxed outlook for when my retirement comes around in a few years time. I highly recommend CCW for anyone who is looking at refinancing their mortgage loans or who is after some advice as they start planning for their future in retirement. Thank you Brad, Rhys and the rest of your team for your great work.
My brother and myself have recently lost both our parents. I want to take this opportunity to recommend the services provided by Brad MacDonald and the team at Community Chapman and Welsh. Brad has handled my parents financial affairs for a number of years now and both my brother and I have had the complete pleasure of working with Brad navigating through estate planning and probates, financial assistance, taxation management, trust accounts management, aged care services etc. Brad has managed to save the estates of my parents from a financial crisis, saving the estate over $200K in taxes and government means testing charges. I don’t know how we would have faired without his professional and honest advice. Brad’s integrity, honesty and genuine concern for our family over the years is outstanding. Without hesitation I would highly recommend Brad MacDonald and the team at Community Chapman and Welsh. A thousand thank “yous”. Your service has gone above and beyond. Your blood’s worth bottling.
After being recommended to go see Brad McDonald at Community Chapman Walsh I was not sure what to expect not having a great deal of funds after a divorce. Brad was fantastic, extremely friendly and welcoming. We sat down and had an informal chat about my circumstances and what could be the best course of action moving foward. Brad and I met few weeks later and we implemented a plan that he had put a lot of research and knowledge into for my specific needs. 3 Years later I’m now looking towards a retirement in the future that did not seem like an option for me until I put Brads plan into action. I cannot recommend Brad or CCW high enough to anyone feeling a little bit confused about their future and their best options to take. Thanks Brad once again for getting me on track and the stress that I no longer have for me or my children’s future
My partner and I were recommended to speak with Rhys after a frighteningly intense meeting with a home loan specialist at one of the major banks. Thankfully, our experience with Rhys was the complete opposite, his calm and personable nature made the process far less daunting. He was thorough, ensured we got everything where it needed to be on time and quick to respond to all of our questions. I highly recommend Rhys and the team at CCW, we look forward to working with them for years to come.
We recently worked with Rhys Hultgren to refinance our home loan, and we couldn't be more pleased with the experience. From the beginning, Rhys was both organized and attentive to our needs. He identified the perfect solution and product for us, managing the entire process seamlessly—something we greatly appreciated while balancing two businesses. We highly recommend Rhys and Chapman Welsh for anyone seeking thorough and expert financial assistance
My husband and I sought retirement planning advice and met up with Steve Reynolds. Steve is so knowledgeable, professional, friendly and really knows his stuff! We were thrilled with the advice we received. Steve reviewed our super and made some great recommendations to improve outcomes and has provided a clear pathway to a comfortable retirement. Steve answered all our questions. Seeing Community Chapman and Welsh was one of the best decisions we ever made. It’s given us peace of mind. Highly recommend Steve and this business for retirement planning.
Financial advisers & planners in Geelong compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Geelong are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Burke Britton Financial Partners | ★ 5,0 | 146 | No |
| 2 | Index Wealth - Geelong | ★ 5,0 | 71 | No |
| 3 | Community Chapman Welsh (this page) | ★ 5,0 | 47 | No |
| 4 | Muirfield Financial Services Geelong | ★ 5,0 | 41 | No |
| 5 | Super Focus | ★ 5,0 | 17 | No |
