Connolly Wealth Management Pty Ltd

Connolly Wealth Management Pty Ltd At CWM, we are proud of our ability to make a positive difference to the lives of Australian families.

Connolly Wealth Management is a boutique, full service financial planning business that provides personally tailored advice to individuals, families and business owners. We differentiate ourselves through our comprehensive approach to advice, offering holistic, integrated solutions. Through our highly consultative approach we blend together a range of financial services required by the client and their families over their lifetime.

your zodiac sign = your money pattern ✨Understanding your habits is the first step to building wealthWhat's your sign? 💭...
14/04/2026

your zodiac sign = your money pattern ✨
Understanding your habits is the first step to building wealth
What's your sign? 💭 Comment it 👇


This information is for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the content. You should always obtain professional advice to ensure
products and strategies are suitable for your circumstances.

Ever wondered what a financial adviser actually does all day? 👀It’s not just about spreadsheets, it’s about helping real...
08/04/2026

Ever wondered what a financial adviser actually does all day? 👀

It’s not just about spreadsheets, it’s about helping real people reach their goals, grow their savings, and plan confidently for the future 💼

From coffee ☕ to client strategy sessions 💻 to keeping up with market trends 📊, every day is different and I love it!

If you want to see what a plan tailored to your lifestyle could look like:
📩 DM me “PLAN” and let’s make it happen


This information is for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the content. You should always obtain professional advice to ensure
products and strategies are suitable for your circumstances.

Saving money doesn’t have to feel hard 👀It’s not about being perfect. It’s about having the right systems in place.A few...
07/04/2026

Saving money doesn’t have to feel hard 👀

It’s not about being perfect. It’s about having the right systems in place.

A few small changes can help you:
✔️ Build savings faster
✔️ Feel more in control
✔️ Reduce financial stress

The key? Consistency over time 💰

If you want help setting up a plan that works for your lifestyle:
📩 DM me and let’s chat




This information is for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the content. You should always obtain professional advice to ensure
products and strategies are suitable for your circumstances.

We’re so grateful for clients like Jen and Ray! 🙏 Over the past 10 years, it’s been amazing helping you navigate your su...
03/04/2026

We’re so grateful for clients like Jen and Ray! 🙏 Over the past 10 years, it’s been amazing helping you navigate your super and plan for a comfortable retirement. Your trust and kind words mean the world, here’s to a secure and confident financial future! 💼✨

If you’d like guidance and support to feel confident about your finances too, send us a DM or click the link in bio to get started! 💡

👀Questions I get asked all the time....The true answer is- it really depends on your goals, income and lifestyle.We can ...
02/04/2026

👀Questions I get asked all the time....

The true answer is- it really depends on your goals, income and lifestyle.

We can help you figure that out, just send us a message to get the conversation going! 🤳


This information is for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the content. You should always obtain professional advice to ensure
products and strategies are suitable for your circumstances.

🐣🌸 Happy Easter! 🌸🐣Wishing you a long weekend filled with good food, great company, and maybe just a little chocolate 🍫E...
02/04/2026

🐣🌸 Happy Easter! 🌸🐣

Wishing you a long weekend filled with good food, great company, and maybe just a little chocolate 🍫

Easter is a nice reminder that balance matters, enjoying the present while still planning for the future.

If “getting on top of your finances” has been sitting on your to-do list, consider this your gentle nudge 💭

✨ Fresh season, fresh goals, have a beautiful Easter weekend! 💛

02/04/2026

Don’t put all your eggs in one basket… unless it’s a diversified investment portfolio 😉🐰

This Easter, remember: a little planning now = a whole lot of treats later (and not just chocolate 🍫).

Ready to grow your nest egg? Send us a DM or hop to the link in bio to get started! 🐇✨

💬 These are the mistakes I see most often when helping people with their finances:1️⃣ Not reviewing super regularly2️⃣ L...
01/04/2026

💬 These are the mistakes I see most often when helping people with their finances:

1️⃣ Not reviewing super regularly
2️⃣ Letting cash sit idle
3️⃣ No clear plan in place

The good news? They’re easy to fix with the right strategy.

If you want to avoid losing thousands and make your money work as hard as you do:
📩 DM me “PLAN” and we’ll take a look


This information is for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the content. You should always obtain professional advice to ensure
products and strategies are suitable for your circumstances.

Imagine if building wealth was this easy… 😅April Fools.But if you do want a clear plan, that’s where I come in.Don't be ...
31/03/2026

Imagine if building wealth was this easy… 😅

April Fools.

But if you do want a clear plan, that’s where I come in.
Don't be shy, come and say hi! 👋


This information is for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the content. You should always obtain professional advice to ensure
products and strategies are suitable for your circumstances.

💰 Your Super Works Harder Than You Think! 💰Even small fees, the wrong investment mix, or infrequent reviews can quietly ...
31/03/2026

💰 Your Super Works Harder Than You Think! 💰

Even small fees, the wrong investment mix, or infrequent reviews can quietly eat into your retirement savings. 🧐

✨ Small changes now = a bigger, brighter retirement later!


This information is for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the content. You should always obtain professional advice
to ensure products and strategies are suitable for your circumstances.

Address

Level 1/441 South Road
Bentleigh, VIC
3204

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61437171644

Website

https://us12.list-manage.com/survey?u=4fb42b7f0e192ef657f57d915&id=99c6faede1&attributio

Alerts

Be the first to know and let us send you an email when Connolly Wealth Management Pty Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Connolly Wealth Management Pty Ltd:

Shortcuts

Share

Category