The Foundations of Successful Investing
Establishing an investment portfolio can be likened to building a home. The most destructive, yet
Prepare
Initial Meeting
Investigate
Doing the right thing, at the right time.
With over 20 years experience, Chris Connolly has been putting his clients’ best interests at the centre of his services. We’ve worked hard to create and implement proven wealth strategies that enhance our clients’ lives and help them meet their important life goals.
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!
You've worked hard all your life, you wouldn't want to make decisions that could cost you your retirement would you?
At Connolly Wealth Management our team of experts help to simplify the investment process by managing this for you.
Personal insurance, estate planning, debt elimination, and finance broking.
We at Connolly Wealth Management can assist with the establishment, ongoing administration, investment strategy and up to date legislative changes.
We are trusted in the local community and have a proven track record of success.
for Paul
On the brink of retirement, Paul’s assets need to be consolidated fast!
for Lisa
Lisa has a young family and is unsure that she has the right insurance to protect her and her family.
for Jane and Andrew
Jane and Andrew are about to retire, but do they have enough money to do so?
Chris has been guiding me in all aspects of financial management since 2003. Along the way we have built a level of trust and respect that allows us to sometimes challenge the other in the decision process and work together for the best outcome.
Connolly Wealth Management is my vehicle into my financial future and I’m confident that they can be the same for many others.
Thanks Chris for all your on-going support, friendship and most of all your great financial advice.
ChrisMernda, VIC
I came to Connolly Wealth Management to explore the options that were available to me for future financial planning. I have now been a client for 7 years and would highly recommend their services. They have assisted with my financial structures and have helped prepare me for retirement.
BradBelmont, VIC
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.
GraemeNewtown, Vic
My partner and I have been working on our finances with Chris for nearly 3 years now, he has been an amazing help assisting us with our superannuation and transition to retirement. Chris has set us up to be comfortable in our retirement and keeps us informed and updated about all of our finances. He ensures that we understand all aspects of our financial future and is readily available to chat with us if we need anything clarified. We would have no hesitation in recommending Chris to anyone who wishes guidance, support and confidence in setting their finances up for the future.
Jenny & RayWinchelsea, Vic
Super thorough, great advice, always looking to make sure we have the best investments and strategies in place.
Greg & SarahHighett, Vic
Chris from Connolly Wealth has been helping me for the past 3 years. He is very easy to deal with and has assisted me in purchasing my home, buying a car and manages all my superannuation. I honestly could not be where I am today without his expertise. Thank you to Chris and all the team at Connolly Wealth for all your help and attention to detail.
VanessaHeatherton, Vic
Connolly Wealth Management has helped us with our personal superannuation and insurance needs. We have been very impressed with the personalised professional service and advice given, and how they have tailored this specifically to suit our situation.
Jordie & DanielleMoorabbin, VIC
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.
GaryMulgrave, VIC
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.
Jo & RickBerwick, VIC
Chris has always gone out of his way to understand our situation and provide financial advice that is specifically tailored to our needs. Without his expertise and knowledge we would not be in the position that we are today, with a secure retirement ahead.
Jeff & MandyBrighton, VIC
We have been clients of Connolly Wealth Management for nearly 15 years now, and we have nothing but praise for Chris and his team. Chris is amazing, nothing is too much trouble and his professionalism and advice are to be applauded. We look forward to our future being secure thanks to Chris Connolly.
Tracey & DavidCorio, VIC
Establishing an investment portfolio can be likened to building a home. The most destructive, yet
Since precautionary measures were heightened to slow the spread of COVID19, almost 1 million
Are you guilty of putting your health and wellbeing last? Whether it’s for financial or family
Level 1, 441 South Road Bentleigh VIC 3204
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 Wealth Management.
