Michael is a 42-year-old single father and is wanting to grow his super but knows he doesn’t have the knowledge or expertise to manage his investments. Based on a referral from a colleague, he schedules a first meeting with Chris at Connolly Wealth Management. He discusses his future goals and objectives, and Chris develops a …
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Financial Services for Melissa
Melissa is a 55-year-old successful business owner, owning four juice stores around Melbourne. However, she is too busy to acquire and practice the financial skills she requires to grow her investments, super and plan for retirement. Melissa is also concerned about whether she has enough insurance to protect her current lifestyle. She decides to make …