Connolly Wealth Management Pty Ltd & Connolly Finance Pty Ltd - Bentleigh, Victoria

Jenny L.

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

Mark M.

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

Chris F.

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

A T.

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

Travis B.

My wife and I have been receiving advice from Chris now for more than 5 years. We have great trust in Chris and the fact that he has our interests in focus, and those of our kids. We didn't have wills in place, and really hadn't thought about them. Chris oversaw the preparation and completion of these for us. We feel secure for our futures with Chris looking after our super, insurances and advising on our other financial matters, and look forward to continuing working with Chris for our futures.

Tracey P.

We have been clients of Connolly Wealth Management for nearly 15 years now, and we have nothing but praise for Chris and his team.
Chris is amazing, nothing is too much trouble and his professionalism and advice is to be applauded.
We look forward to our future being secure thanks to Chris Connolly.

Sam M.

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.

Kim

Chris’ proactive approach to financial planning has put my family in a much stronger position. With his help and advice, we believe we can build upon this foundation so that our future is financially secure. Would highly recommend him and his team. Looking forward to a healthy financial future!