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Who is Connolly Wealth Management?

At CWM, we are proud of our ability to make a positive difference to the lives of Australian families. By providing expert financial advice and ongoing support, we help our clients make the right decisions so they can achieve their financial goals and life plans.

We are committed to advising and educating our clients on practical ways for them to manage their money more efficiently.

We spend the time to understand your individual situation and listen to what you want so that we can solve your immediate financial problems and help build your financial road map for the future. We will endeavour to remove any stress by coaching and supporting you every step of the way.

At CWM, we recognise that no two families are the same. That’s why we partner with you to develop a tailored and adaptive financial plan that will help you and your family at every stage of your life. We provide personalised advice to give you the results that you want.

We know from more than 20 years of experience that with careful planning and pro-active management of financial affairs, a significant improvement in financial freedom can be achieved.

Choosing CWM to manage your financial affairs will give you the peace of mind you are looking for and the confidence to make the right decisions now and in the future.

Connolly Wealth Management History

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  • 2004

    Commenced

    Connolly Wealth was born from wanting to build a more professional ongoing client focused services differentiating from your standard bank planners.

  • 2005

    Our Services

    Number one focus is the client. Time and understanding are placed on all our clients so that we can package the right financial services up to help them. We can advise on one solution or, alternative design a suite of solutions to help.

  • 2018

    Company

Connolly Wealth Management

Our Team

Jasmine BatchelorAdministrations Assistant

Administration Assistant at Connolly Wealth Management.

Chris ConnollyFinancial Adviser

Chris has over 23 years experience in the financial services industry