Superannuation for Liam
Liam is 40 years old and single, he decides he needs to start building his superannuation in order
Mark is a single 55 year old and is a self employed electrician, which means he has no annual leave privileges or workers reward and no income if he is unable to work. He has been a client for Connolly Wealth Management for 6 years. In 2017, we recommended Mark apply for an income protection policy to ensure he has an ongoing income should something happen to him.
In 2018, Mark suffered a stroke and had to undergo serious rehab for many months. On learning of his health incidence, Chris immediately lodged a claim with his insurer. Within a month Mark was receiving more than $5,000 each month. This took a lot of stress away and allowed him to focus on his recovery. Mark returned to work early 2019. The insurance is still in place should Mark suffer a relapse or any other condition affecting his ability to work. Mark feels thankful that his income protection was set up by Chris and that he was able to rely on Connolly Wealth Management in a time of need.
Liam is 40 years old and single, he decides he needs to start building his superannuation in order
John; age 70 and Bea; age 67, are planning on retiring next year. They’re ready to enjoy more
Ben and his wife Alice are married and both in their late 50’s. They have been making their
Level 1, 441 South Road Bentleigh VIC 3204
