Chapman Welsh Financial Services opened their services in 1987. Current director Ross Hultgren has been Principal of Chapman Welsh Financial Services since 2002. The team at Chapman Welsh is made up of seven staff, three financial advisers and four support staff. Every day the CWFS team aim to deliver on their mission statement "ensure everyone we connect with is in a better position after they have had an experience with us."

We are passionate about helping individuals achieve their financial and lifestyle goals. We have been providing professional planning advice since 1987. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families. So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • Retirement planning
  • Financial planning
  • Wealth protection strategies
  • Investment planning
  • Superannuation
  • Self-managed superfunds

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/Financial Services Guide

Ross Hultgren

Stephen Reynolds

Dylan Hultgren

Rhys Hultgren

Chris Kelly

Christie Little

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