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Connolly Wealth Management Pty Ltd

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Bentleigh, VIC
Connolly Wealth Management Pty Ltd

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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.

03/11/2026

If you had to choose just ONE financial priority for the next few years, what would it be?
💳 A — Pay down debt
📈 B — Grow investments
🏦 C — Build super
🌴 D — Prepare for retirement
🛡️ E — Protect the family
Drop your answer below 👇

There’s no universally “correct” priority. Where your attention should be focused depends on your stage of life, financial circumstances and the goals you’re trying to achieve.
And often, several of these priorities need to work together rather than in isolation. That’s where having an overall financial strategy can become particularly valuable.

02/11/2026

Self-managed super funds can sound attractive. More control. Greater flexibility. More involvement in how your retirement savings are managed.

But an SMSF also comes with significant responsibilities.

Trustees are responsible for ensuring the fund complies with superannuation and tax rules, maintaining records and managing the fund appropriately. There are also establishment and ongoing administration costs to consider.

For some people, an SMSF may form part of an appropriate retirement strategy. For others, the additional complexity and responsibility may not provide enough benefit.

The decision should start with your circumstances, not simply the idea of having greater control.

Connolly Wealth Management can assist with SMSF establishment, ongoing administration and investment strategy as part of a broader financial planning approach.

01/11/2026

Connolly Wealth Management began with a simple idea: financial advice should be professional, ongoing and focused on the client.

Chris Connolly established the business in 2004 after completing his Diploma of Financial Services.
Since then, Connolly Wealth has grown alongside the families it advises while remaining a boutique Melbourne financial planning business.

Over the years we’ve helped clients navigate retirement, superannuation, investing, insurance, debt and major financial decisions.

But the philosophy remains the same: listen first, understand what matters to the client, then develop a plan around their circumstances and goals.

You’ll find us at Level 1, 441 South Road, Bentleigh. Come and say hello.

29/10/2026

Superannuation can quietly accumulate in the background for decades, which makes it incredibly easy to ignore.
But as your career, income, family and retirement plans change, it’s worth understanding whether your current superannuation arrangements still reflect your circumstances.
A useful review might include looking at your overall balance, investment options, fees and costs, insurance held through super, contributions, beneficiaries and how super fits into your wider retirement strategy.
The key word is understanding.
Your super shouldn’t feel like a mysterious account you occasionally receive an email about.
If you’d like help understanding how your super fits into your broader financial plan, speak with the Connolly Wealth team.

28/10/2026

Financial planning is personal.
It involves understanding where somebody is today, what matters to them and what they want their future to look like.
That’s why one of the things we value most at Connolly Wealth Management is building long-term relationships with our clients.
For more than 20 years, Chris and the team have worked with Australian families through different stages of their financial lives.
Thank you to Jeff & Mandy for their kind words and for trusting us to be part of their journey.
If you’re looking for financial guidance built around your individual circumstances, we’d be happy to have a conversation.
📍 Level 1, 441 South Road, Bentleigh VIC
📞 03 9591 8000

27/10/2026

“How much do I need to retire?”

It’s one of the most common questions in financial planning. And unfortunately, there isn’t a universal answer.

Someone hoping to travel regularly throughout retirement may need a very different strategy from someone planning a quieter lifestyle close to home.
Your housing situation, retirement age, spending, superannuation, investments and other assets can all influence the answer.

That’s why retirement planning should begin with a different question: What do you actually want your retirement to look like?
Once you understand the lifestyle you’re aiming for, you can start determining what may be required financially to support it.

If retirement is beginning to feel less like a distant idea and more like an approaching reality, now may be a good time to understand your position.
📞 03 9591 8000
🌐 connollywealth.com.au

26/10/2026

When was the last time you properly reviewed your financial position?

Not just checked your bank balance. Not just opened your super statement. Actually stepped back and looked at the whole picture.

As life changes, the strategy that suited you five or ten years ago may no longer reflect your current circumstances or goals.

A financial review can help you understand what you currently own and owe, where your money is going, how your super and investments are structured, what risks you may need to consider and whether you’re progressing towards your longer-term goals.
Sometimes financial planning isn’t about making dramatic changes. It’s simply about making sure everything is still heading in the right direction.

Save this post for your next financial check-in.

26/10/2026

Financial planning isn’t something you suddenly need the year before you retire.
Your finances evolve throughout your life. A new job, buying a home, starting a family, receiving an inheritance or simply deciding you want more financial freedom can all be reasons to reassess where you’re heading.

At Connolly Wealth Management, we help our clients understand their financial position, identify what they want to achieve and develop a strategy designed around those goals.

Because good financial planning isn’t just about having more money. It’s about making better-informed decisions with the money you have.

📍 Bentleigh
📞 03 9591 8000
🌐 connollywealth.com.au

01/10/2026

Janet & Tim want to retire…but they’re still carrying debt. 😰

At 59, they were worried about whether they were on track for retirement — particularly with $150,000 remaining on their home loan and dreams of travelling overseas.

They spoke with Chris at Connolly Wealth Management about their options.

Together, they put a strategy in place to build their super, manage their home loan and work towards their retirement goals, while still enjoying the lifestyle they wanted.

Now, Janet & Tim feel more confident about their financial future and have even booked their next adventure: Italy & Greece! ✈️

Retirement planning isn't just about stopping work, it's about planning for the life you want afterwards.

📞 03 9591 8000
📧 [email protected]

30/09/2026

ou wake up, go to work, come home, pay the bills, go to sleep and do it all again 🙄 Sometimes it feels like you will never get on top of things. ⁣
⁣
At Connolly Wealth Management, we utilise debt management strategies to maximise your available cash flow, as well as create a plan to eliminate deductible debt as soon as possible.⁣
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Call us ASAP to book your initial consultation to get on top of your debt.☎️⁣
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03 9591 8000

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

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