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Who is CWM?

Our financial planning services are provided by Connolly Wealth Management Pty Ltd (CWM). Established in 2004, Director Chris Connolly has been in the Financial Services Industry for over 20 years.

We are Specialists in Wealth Accumulation. Through our highly consultative approach we blend together a range of financial services required by our clients and their families over their lifetime.

CWM’s Financial Planning Services include:

  • Superannuation including Self Managed Super Funds
  • Retirement Planning
  • Personal Insurance
  • Debt Elimination
  • Direct Equities & Investment Property

We can also help facilitate the following services:

  • Estate Planning
  • Buyers Advocacy
  • Tax Planning (in consultation with your Tax Advisers)

Visit the Connolly Wealth Management website for further details on:

How We Can Help You

Financial Planning Explained

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Connolly Finance Pty Ltd ACN 604 788 374|Credit Representative Number 477488 is authorised under Connective Credit Services Pty Ltd Australian Credit License Number 389328

The information contained within this website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Connolly Finance Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action

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