Retirement for John & Bea
John; age 70 and Bea; age 67, are planning on retiring next year. They’re ready to enjoy more
Liam is 40 years old and single, he decides he needs to start building his superannuation in order to retire one day – so he contacted Connolly Wealth Management for financial planning advice from Chris. After talking with Chris, it was established that Liam could implement a superannuation contribution strategy, and it was recommended that he commence salary sacrificing. This way he could increase his super fund contributions tax effectively and still live comfortably on his remaining take-home pay. Liam now feels more confident with his financial situation and is now on track to achieve his retirement planning goal and would like to see Chris again next year to plan to achieve other personal goals and objectives.
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
Rick is 57 years old and is a successful business owner and enjoys a very comfortable lifestyle. He
Level 1, 441 South Road Bentleigh VIC 3204
