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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Kim Nutt

Kim Nutt

Client Service Manager

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Latest insights

Whilst there is often no single cause for market volatility, there are some conditions that can lead to it. In recent times, we have seen concerns about when interest rates and inflation, the perception of a housing market bubble, and instability in global affairs affect the ability of investors to obtain a reliable picture of the future. While these kinds of stories are not new and may not have triggered the recent stock market fall, they are some of the forces at play in the current market turmoil.
The type of concession card you may be eligible for is based on your age and circumstances. A Pensioner Concession Card (PCC) is issued to pensioners, a Low Income Health Care Card (LIHCC), is issued to someone on lower income, regardless of their age, and a Commonwealth Seniors health Card (CSHC), is available to someone who is above age pension age and doesn’t qualify for any social security payment.
The last 3 years in markets have been a challenging time, first came COVID and then the Russian invasion of Ukraine, it’s hard to see the light at the end of the tunnel. Household consumption is the primary force behind economic growth and it’s been experiencing a difficult combination of soaring mortgage rates, increased living expenses and persistent inflation. Together, these things are causing a decrease in disposable income. These strains are likely to persist for a while yet and are causing the short-term fluctuations you might be seeing in your portfolios, depending on your level of share exposure.