Your Wealth. Your Protection. Your Future.
Guided with industry experience since 1998.
About Us
Craig Chapman Financial Services Pty Ltd is a financial planning practice based in The Junction, NSW, helping Australians make confident, informed financial decisions through the different stages of life.
With more than 25 years of experience, Craig Chapman Financial Services brings extensive experience across wealth creation, personal insurance strategy, superannuation and retirement planning. Just as importantly, our approach is personal and relationship driven. We take the time to understand where you are now, what matters to you and what you want us to help you achieve.
Good financial advice is not about a one-size-fits-all solution. It is about having a plan that suits your circumstances, priorities and goals, and having people you can talk to when life changes.
What We Advise On
We provide financial advice across the key areas that can help you build, protect and plan for your financial future. We work with people at different stages of life, from building wealth and protecting income through to preparing for retirement and managing finances throughout retirement.
Life Insurance
Advice on personal insurance strategies designed to help protect you and your family financially.
Investments
Investment advice aligned with your goals, circumstances, time frame and approach to risk.
Retirement Planning
Planning and strategies to help you prepare for retirement and manage your finances through retirement.
Wealth Creation
Practical strategies focused on building and managing wealth over time.
Superannuation
Advice on managing and structuring your superannuation as part of your broader financial plan.
Our Areas of Expertise
Wealth Protection
Personal risk insurance including life, TPD, trauma and income protection, together with business protection insurance.
Wealth Creation & Investments
Investment advice, portfolio strategy, diversification, wealth accumulation and tax-effective investment strategies.
Superannuation & Retirement
Superannuation optimisation, retirement planning, investment structuring and strategies supporting retirement income.
Home Loan Readiness
Financial preparation, cashflow planning, deposit strategies and longer-term planning around major financial milestones.
Who We Work With
Younger Australians
Investing, savings, financial discipline, income protection and insurance planning.
First-Home Buyers
Cashflow and deposit planning, borrowing readiness and longer-term planning.
Pre-Retirees
Superannuation optimisation, transition-to-retirement planning and income stability.
Retirees
Ongoing advice around retirement income, superannuation, investments and managing your finances throughout retirement.
Investors
Portfolio construction, diversification and reviewing existing investments.
Our Team
Craig Chapman
Financial Adviser
Graduate Diploma in Financial Planning
Kai Chapman
Assistant Financial Adviser, Professional Year
Graduate Diploma in Financial Planning
Financial Services Guide
Craig Chapman Financial Services Pty Ltd is an authorised representative of Matrix Planning Solutions Limited.
Our Financial Services Guide is provided electronically through our website, giving you convenient direct access online rather than receiving a printed copy in person.
Access the Matrix Planning Solutions Financial Services Guide
Contact Us
Craig Chapman Financial Services Pty Ltd
Suite 5, Marton House, 142 Union Street, The Junction, NSW 2291
Craig: 0403 134 041 | cchapman@ccfinserv.com
Kai: 0466 563 199 | kaichapman@ccfinserv.com
Administration: admin@ccfinserv.com