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Retirement Planning

Are you prepared for retirement?

Account Based Pension, Transition to Retirement Pension, Capital Gains Tax, Preservation Age, Age Pension, Deeming Rates, sound confusing? All of these could play a huge part in your retirement planning and could easily be the difference between enjoying a comfortable retirement and relying on others to help you get by.

You've worked hard all your life, you wouldn't want to make decisions that could cost you ten's of thousands of dollars would you? Ensuring that your money is working for you is key throughout every stage of life. It becomes crucial when you retire as you need that money to support your lifestyle. That is why it is importatnt to invest your money wisely. 

Contact us today to discover how we can help change your life


What they say

I feel very comfortable putting my financial needs in the care of Chris and the Connolly Wealth Management Team and I’m confident that they will help guide me in the right direction. I have always found them to be professional and I would have no hesitation in recommending their services.

Newtown Vic

5 Min Financial Health Check

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Want to explore your options? Email us, or give us a call on (03) 9591 8000.

Christopher Connolly (280099) and Connolly Wealth Management Pty Ltd (333350) are Authorised Representatives of WealthSure Financial Services Pty Ltd AFSL 326450

The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Connolly Wealth Management will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

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