Meet Country Wide Wealth
About Us
Our Mission
At Country Wide Wealth, we make the complex world of finance simple.
We take the time to understand your situation, and unwaveringly have your best interests at heart with everything we do.
We are lifelong members of our community, and backed by global world-class research, support, and solutions, to help you meet your goals with quality advice and services.
As your financial partner, we’ll guide you through the financial steps of your life, providing you tailored solutions for borrowing, investing, insurance and retirement planning, to ensure your financial security and help you reach your financial goals.
About Country Wide Wealth
Our goal is to make the complex simple.
Country Wide Wealth was established in 2010 by principle adviser Troy Chapman with a passion for helping people realise their financial needs and goals. Back then, Troy was a mobile financial adviser with a home office at Woy Woy.
Quite quickly the home office was outgrown and a presence was established in Ettalong in January 2014.
In 2016, Country Wide Wealth expanded its offering by bringing on Keith Sheppard as our Home Loan Specialist. Keith brought with him vast experience and knowledge and a desire to help everyday Australians buy their dream home.
This side of our business continued to expand and Mark Lavelle joined our practice in 2018 as a Home and Business Finance Specialist. Mark’s commercial lending experience has added strength to our ever growing list of services.
Our support team has also continued to grow throughout the years and we now have an in-house Paraplanner and Client Services Manager plus four client services officers.
We offer an extensive range of financial services and take great pride in our ability to work with a wide range of clients, from those in their early 20’s just starting out to those enjoying their retirement years.
Our clients pro-actively look to take action and make a positive difference to their financial situation.
The advice we provide is tailored to your life and financial goals, and encompasses your entire situation. Here we can really add value by utilising the most appropriate strategies to help you achieve your end goal.
We have a vast array of professional services we can also personally introduce you too if required – including local real estate agents, accountants and solicitors.
Our industry is ever evolving and we place great importance on further education to keep abreast of changes so that our advice is always relevant and meaningful.
Country Wide Wealth has always been driven by providing great customer service, technical skill and thorough objectivity. We’re here for you through all of life’s different events.