Connolly Wealth Management Pty Ltd & Connolly Finance Pty Ltd 441 South Road, Bentleigh, Victoria 3204
About the Business
Welcome to Connolly Wealth Management Pty Ltd & Connolly Finance Pty Ltd, located at Bentleigh, South Road, 441. We are an established financial institution and a point of interest in Australia. With over 20 years of experience, our founder, Chris Connolly, has been dedicated to putting his clients' best interests at the center of his services.
At Connolly Wealth Management, we have helped over 100 families understand their financial goals and grow their wealth. Our team has worked hard to create and implement proven wealth strategies that enhance our clients' lives and help them meet their important life goals. We can show you how to get started with some simple steps that could allow you to live the lifestyle you have always wanted.
We understand that making financial decisions can be overwhelming, especially when it comes to your retirement. That's why our team of experts is here to simplify the investment process by managing it for you. We offer services such as personal insurance, estate planning, debt elimination, and finance broking.
Whether you are on the brink of retirement like Paul, a young family like Lisa, or someone looking for comprehensive financial management like Chris, we have the expertise and experience to assist you. Our clients trust us because we have a proven track record of success and are an integral part of the local community.
Testimonials from our satisfied clients speak to the level of trust and respect we have built over the years. They appreciate the guidance and support we provide in all aspects of financial management. From retirement planning to purchasing a home, buying a car, and managing superannuation, we have helped our clients navigate through various financial milestones.
We take a proactive approach to financial planning and tailor our advice to suit your specific needs. Our goal is to put you in a stronger financial position and ensure a secure retirement. We are committed to eliminating your current debt and providing personalized professional service and advice.
We are proud to have served our clients for nearly 15 years, and we look forward to continuing to provide exceptional service and advice for years to come. Whether you need assistance with superannuation, insurance, or any other financial aspect, our team at Connolly Wealth Management is here to help you achieve your financial goals. Don't hesitate to reach out to us for guidance, support, and confidence in setting your finances up for the future.
In these uncertain times, we understand the importance of taking care of your health and wellbeing. Whether it's for financial or family reasons, we encourage you to prioritize your overall well-being. Let us handle your financial matters so that you can focus on what matters most to you.
Contact Connolly Wealth Management Pty Ltd & Connolly Finance Pty Ltd today and let us help you navigate the path to financial security and a brighter future.
Photos
Location & Phone number
441 South Road, Bentleigh, Victoria 3204, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I was fortunate to be a founding customer of Chris' when he opened his own business many years ago. Chris has assisted me with managing my super, insurances, share investments and margin lending over the years. Via his broking business, Chris has also provided financing on multiple property purchases. He is genuinely interested in achieving the best outcomes, and will go above and beyond. Chris is sincere in wanting to deliver excellent service, and is always happy to give detailed explanations in response to my many questions."
"We have been clients of Chris and his team at Connolly Wealth Management for more than 10 years and have found Chris's input into our financial stability to be vital for our family. The advice that Connolly Wealth Management have provided us has given us the stability and financial security that our family need. The team at Connolly Wealth have always been prompt and professional and we have found that they really try to understand what we want and try their very best to cater for us. we have a great relationship with Chris and his communication with us is first class. Thank you Connolly Wealth Management for the peace of mind that you have provided for our family over the years. Mark Metcalf"
"My wife and I have now been clients for over 15 years and in that time have always found Chris’s advice to be trustworthy and in our best interests. Through Chris we regularly review our financial plan, changing insurance needs and SMSF investments as we and our family grow older and circumstances change. I particularly like the fixed fee for service structure as it ensures transparency and that the advice is truly independent. Thank you Chris and all at Connolly Wealth Management for helping us achieve our family’s financial and retirement goals. Andrew & Annette Thomas"
"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. Chris F"
"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 and Ramon"
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