Connolly Wealth Management Pty Ltd & Connolly Finance Pty Ltd - Bentleigh (VIC)

5 /5 Jenny Ludowyk: 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

5 /5 Travis Bush: 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 didnt have wills in place, and really hadnt 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.

5 /5 A Thomas: 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

5 /5 Chris Fairclough: 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 Im 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

5 /5 Mark Metcalf: We have been clients of Chris and his team at Connolly Wealth Management for more than 10 years and have found Chriss 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