Community Chapman Welsh
398 Latrobe Terrace, Newtown VIC 3220
(4)
398 Latrobe Terrace, Newtown VIC 3220
(4)
National Awarded Financial Advisor and Mortgage Broker services. We are a client-orientated practice and take the time to explain and support new clients through their financial planning needs and objectives.
4 customer reviews
Nicole
We approached Wade to help us future-proof our financial needs. He went above & beyond to assist us through the stages of refinancing & achieve the financial goals we are confidently moving forward with.
Wade made the process easier to understand, filled with professionalism & upfront knowledge we feel beneficial for undertaking his services."
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Donna
Over the past 8 years we have been with Wade, we have received extensive professional advice that has helped us plan and achieve multiple family goals. It's imperative for us to have trust in the person providing advice about our future; Wade has never let us down, always steering us in the right direction." More...
Delle
"We were referred to Wade by our accountant. Entering into a reverse mortgage is not something we anticipated at our age; however, Wade provided a strategy for our family on how to combat the compounding interest of a loan while achieving our goals and supporting our estate planning requirements
.
We are very grateful and wholeheartedly recommend Wade to any families whose parents require assistance to increase their age pension and create greater financial freedom."
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Laura
Wade left no stone unturned when seeking out valuable options for my loan. He regularly kept me updated on the planning, process, and progress.
Communication was exceptional and made you feel like you are the only client he works for.
He continues to check in often, showing his legitimate and genuine care for his clients. I highly recommend Wade and his team.
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What do you love most about your job?
We have answers to questions, you may never ask. A great amount of satisfaction comes from in-depth and holistic advice.
Client Testimonial:
Over the past 8 years we have been with Wade, we have received extensive professional advice that has helped us plan and achieve multiple family goals. It's imperative for us to have trust in the person providing advice about our future; Wade has never let us down, always steering us in the right direction.&quot
What inspired you to start your own business?
Most of my professional career has been working for myself and it would be the flexibility it offers. I still pick the kids up from school each day.
Client Testimonial:
We approached Wade to help us future-proof our financial needs. He went above & beyond to assist us through the stages of refinancing & achieve the financial goals we are confidently moving forward with.
Wade made the process easier to understand, filled with professionalism & upfront knowledge we feel beneficial for undertaking his services."
Why should our clients choose you?
I am highly qualified and have met all the exams and education standards imposed 3 years ago by the Hayne Royal Commission into Financial Planning and am a National Awardard Financial Advisor and i love the job we do.
Can you provide your services online or remotely? If so, please add details.
We as a practice have made allowances through Covid to work with our clients remotely. However, I do like the old approach of sitting with clients and working through what's on their minds.
Client Testimonial:
"I have nothing but praise for you, Wade, and your team. You made the frustrating experience of re-financing in the middle of Covid so much easier. As mature clients we did not think it was possible to be able to refinance due to our age, however, the downsizing strategy that you provided the lender made it possible.
You went above and beyond to help in all aspects. Thank you Wade"
What changes have you made to keep your customers safe from Covid-19?
Client Testimonial:
"I have known Wade and his business since 2018 and at that time one of our needs was to refinance our mortgage to a more competitive interest rate as we were with a 2nd tier lender paying higher interest rates & mortgage repayments, with Wade’s knowledge he found a better interest rate (not the best in the market, yet!) he worked with us on providing a debt management plan and we immediately started to get on top of our mortgage and make extra repayments.
Moving forward 2 years and it was time to review our financial situation our hard work of sticking to the debt plan has paid off with us refinancing with a major lender and the lowest interest rate we have ever had.
Most importantly we found within the last 2 years Wade regularly touched base with us regarding our financial situation and supported us to stay on track as it will be to our long-term benefit.
We highly recommend Wade for financial services as he is enthusiastic and knows the business
Financial Advice
-Superannuation Pre & Post Retirement.
-Debt Management & Investment.
-Estate Planning.
-Personal Risk Insurance.
-Tax planning advice.
-SMSF.
-Financial Services Advisory.
Mortgage Brokerage
-Residential & Investment Lending.
-SMSF Lending.
-Commercial Lending
-Reverse Mortgage.
-Debt Consolidation.
