February 5, 2021

Investment Planning for Jane and Andrew

Jane and Andrew are both 57, all of their children completed their university degrees, found full-time work and moved out of the home. Jane & Andrew decided to assess their retirement savings and worried that they didn’t have enough.

They Google searched financial advisers in their area and liked the look of the Connolly Wealth Management website. Jane and Andrew submitted a request via the website and heard back from CWM later that day.

They were provided with a 5-minute financial health check and an About You Questionnaire to complete and received a phone call with Chris to arrange an appointment. Jane and Andrew were very impressed with the prompt responses from the CWM Team.

Jane and Andrew discussed their financial concerns with Chris. They want to continue their current lifestyle and want to grow their current savings. Chris recommended they make a change to their super, investing it to assist their retirement growth. Chris also recommended making additional mortgage repayments and salary sacrificing to super.

After a few years, Jane & Andrew are now debt-free and have an extra $500,000 at retirement.


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