About Us

Doing the right thing, at the right time.

Who Are We

  • 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 20 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.

Our History

  • 2004

    Commenced

    Chris completes his Diploma of Financial Services and Connolly Wealth was born from aiming to build a more professional ongoing client focused services differentiating from your standard bank planners.

  • 2005

    Servicing Melbourne

    Chris begins travelling Melbourne and presenting Financial Planning seminars and presentations to educate the community.Servicing Melbourne Chris begins travelling Melbourne and presenting Financial Planning seminars and presentations to educate the community.

  • 2006

    Development

    Chris hires and fully trains three paraplanners who are now successful in their own businesses.

  • 2006

    Licenseeship & On the Move

    • CWM commences their licenseeship with
    Wealthsure Financial Services Pty Ltd
    • Chris and the team move from their boxhill offices and into their own office in Caulfield.

  • 2011

    On the Move again

    Chris and the team move their office to Bentleigh East where we still reside now.

  • 2012

    Supporting the locals

    Chris begins sponsoring local sporting clubs such as Sandringham Baseball Club and the Southern Mariners Rep Baseball Club.

  • 2013

    Supporting the locals

    Chris begins sponsoring the very first female junior AFL team in history at Highett Football Club.

  • 2015

    Expansion

    To make the process of applying for Loans Made Simple, Connolly Finance was Established in 2015, which is an expansion of Connolly Wealth Management Pty Ltd.

  • 2016

    Customer First

    Chris continues to build his client base, helping the lives of Australian families.

  • 2019

    Tech Advice Advances

    Connolly Wealth Management Implements a more tech forward outlook on the way advice is given. Online softwares such as DocuSign, Netwealth Online, The Astute Wheel, and Facebook are all used to enhance the client experience.

  • 2020

    Covid 19

    The Covid19 Virus landed on Australian shores and the CWM team had to adapt fast to ensure our clients were still able to obtain financial advice. Zoom meetings were quickly introduced, along with contactless paperwork.

What are you
waiting for?