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Because we know your time is precious ... and because we also want you to get the most out of the meeting ... we've prepared just two 'quick-and-easy' questionnaires:

  • The first one is a '5-Minute Financial Health Check' to determine your financial priorities.
  • The second one is our 'About You Questionnaire'. This will take no more than 15 minutes.

It will enable you to provide key information and explain your current financial position.

Click below to also find a copy of our Financial Services Guide.

CLICK HERE TO BEGIN

What they say

Chris’ proactive approach to financial planning has put my family in a much stronger position. With his help and advice, we believe we can build upon this foundation so that our future is financially secure.

Gary
Mulgrave 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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