Will Chapman

Financial Planner AFP® | B.App.Fin

A bit about me professionally…

I focus on developing a strategy and offering my clients all the information they need to feel comfortable with their financial direction – whether it’s in superannuation, a specific asset investment, or a general matter such as estate planning. This involves understanding your current situation as well as your long-term goals, and most importantly listening to what you really want.

I’m fortunate that I have a career I thoroughly enjoy. My role involves so much more than just numbers. I help clients with the ups and downs of their lives. I get to know their families and support them through many critical decisions that will determine their futures – and that of their next generations.

Whether you’re new to investing or are already enjoying retirement, I look forward to providing informative financial guidance to help you find the most appropriate solution to meet your needs.

While I provide advice on all areas of financial planning, wealth creation is definitely a passion of mine and something I look forward to helping my clients achieve.

A bit about me personally…

Married with a young family, I’m an active investor myself and personally understand the importance of making informed financial decisions. I’m also involved at a national level in the newest Olympic sport, kiteboarding. Plus, I enjoy other pursuits such as the SA Variety Bash each year.

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Support staff

Kim Nutt

Kim Nutt

Client Service Manager

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Latest insights

A financial planner can provide advice on a whole range of financial matters you could be dealing with at different life stages. They can help you manage your debts, plan for retirement, save for your kids’ education and invest in assets, including property. Whether you’re buying your first home, starting a family, changing careers or planning for life after your kids leave the nest, financial planning can offer you all sorts of benefits..
At a time when both share and fixed interest volatility is heightened, it’s important to point out the importance of looking at the long term returns and riding out any short-term hiccups. It’s also worth noting that interest rates on cash are still very low, so while it’s a safer option compared to shares, it’s not necessarily a profitable one given the current inflationary environment. That’s where alternatives come in and why we often include them in our portfolios.
What is deeming? Services Australia (Centrelink) use “deeming” rules to work out income from your financial assets. The actual “deeming rate” (refer below) is the rate of income the government assumes a person's financial assets have earned. It forms a part of the income test for certain Centrelink payments, including the Age Pension. It can affect how much Age Pension a retiree receives.