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Investment Planning

Building your future

There is never a better time to start creating wealth than now. One of the common myths about building for your future is that you need a large amount of money to get started. At Connolly Wealth Management we can show you how to get started with some simple steps that could allow you to live the lifestyle you have always wanted!

When thinking about how to best build for your future, you might want to consider these questions.

What are;

  • my/our goals?
  • the tax implications?
  • the risks involved?
  • the resources I have available?

The Australian investment market place is one of the most complex and diverse markets in the world. At Connolly Wealth Management our team of experts help to simplify the process by managing this for you.

Contact us today to arrange an appointment regarding your Investment Planning.

What they say

We are really grateful for the advice and guidance Chris has given to us with helping to eliminate our current debt. We actually felt a sigh of relief after our last Review Meeting as we felt he understood our financial issues.

Rick & Joanne
Berwick 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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