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Corporate Profile

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 eighteen 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.

Why choose Connolly Wealth Management?

  • Proven track records in assisting clients achieve their individual life dreams through tailored financial advice.
  • Unlike other Financial Advisers, we offer an array of financial solutions from debt elimination through to investment solutions so that we can help our clients.
  • A business that is built on integrity and innovation – we always act in our client’s best interest.
  • Advisers are current members of professional bodies that adhere to strict code of ethics and rules of conduct offering true piece of mind.
  • 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, alternatively design a suite of solutions to help.
  • CWM is independently owned and therefore not aligned to a bank, institution or product manufacturer.
  • As a boutique business, we can offer truly personalised service and be available for clients whenever they need our help.

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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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