March 8, 2021

Retirement for Anna

Anna owns a local café and is a client of Connolly Wealth Management. She is planning to retire as soon as she turns 60 next year, but would still like to be involved in her hobby of baking cakes for her café. Chris set up a meeting with Anna to discuss how much she requires in retirement, what her shortfall is and how to achieve her ultimate retirement goal. Chris discussed both superannuation and non-superannuation retirement strategies. Anna now feels increased confidence knowing that her financial future is secure and is being handled by someone of experience who can help her achieve her financial and retirement goals.


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