Superannuation for Liam
Liam is 40 years old and single, he decides he needs to start building his superannuation in order
Anna owns a local café and is a client of Connolly Wealth Management. She is planning to retire as soon as she turns 60 next year, but would still like to be involved in her hobby of baking cakes for her café. Chris set up a meeting with Anna to discuss how much she requires in retirement, what her shortfall is and how to achieve her ultimate retirement goal. Chris discussed both superannuation and non-superannuation retirement strategies. Anna now feels increased confidence knowing that her financial future is secure and is being handled by someone of experience who can help her achieve her financial and retirement goals.
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
